What’s better than trying to manage projects and financials on spreadsheets with manual processes? An integrated Professional Services Automation (PSA) solution to streamline workflows from CRM to ERP and everything in between.
Register to watch an on-demand demo led by Nolen Ramminger, Senior Software Consultant, Planview, and learn how you can use one of our PSA software solutions, Planview Clarizen, to connect your services to the broader organization automating the opportunity to revenue lifecycle.
By attending the on-demand demo, you’ll learn how to:
- Streamline data and activities while gaining real-time status updates on client projects, so you understand which are succeeding and which are at risk
- Communicate and collaborate across sales, finance, and services delivery teams, ensuring consistent messaging is provided to all customers
- Align your work structure and time and expense tracking with your billing model to streamline reporting for your financial system of record
- Gain real-time visibility and insights to guide project initiatives, track financial KPIs, and drive continuous improvements across various services delivery workstreams
- Configure your system to work for you while transforming and adapting your processes
What’s better than trying to manage projects and financials on spreadsheets with manual processes? An integrated Professional Services Automation (PSA) solution to streamline workflows from CRM to ERP and everything in between.
Register to watch an on-demand demo led by Nolen Ramminger, Senior Software Consultant, Planview, and learn how you can use one of our PSA software solutions, Planview Clarizen, to connect your services to the broader organization automating the opportunity to revenue lifecycle.
By attending the on-demand demo, you’ll learn how to:
- Streamline data and activities while gaining real-time status updates on client projects, so you understand which are succeeding and which are at risk
- Communicate and collaborate across sales, finance, and services delivery teams, ensuring consistent messaging is provided to all customers
- Align your work structure and time and expense tracking with your billing model to streamline reporting for your financial system of record
- Gain real-time visibility and insights to guide project initiatives, track financial KPIs, and drive continuous improvements across various services delivery workstreams
- Configure your system to work for you while transforming and adapting your processes
Nolen RammingerSenior Software Consultant, Planview