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Improve customer experience and profitability with Planview Professional Services Automation

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Improve customer experience and profitability with Planview Professional Services Automation

Improve customer experience and profitability with Planview Professional Services Automation

Delight customers and operate faster eliminating weak links

Services organisations must challenge the status quo by embracing solutions that allow for growth, profit, and innovation. Due to the growing use of the Cloud and remote ways of working, more and more companies are developing strategies to achieve business goals and removing business challenges such as opportunity planning, resource optimization, forecasting and portfolio risk management.

This approach imposes on the supplier an important rigor which must be supported by a PSA platform: whatever the type of commitment (Consulting, Training, Project) the key processes are industrialized throughout the life cycle, from the proposal to billing.

Our 360° view allows you to organize your customer engagements while optimizing the availability of your resources and the associated costs: Service companies that have invested in a PSA solution show a 4 to 10% increase in billable use of resources and those who use Planview have greater than 50% improvement in accuracy in forecasting services revenue. Imagine the potential for increased revenue for your organisation.

Planview technology impacts the efficiency of the entire lifecycle of engagement. Efficiency is manifested by better employee retention rates, improved morale, and billing of deliverables in an environment conducive to the control of deadlines and budgets.

Watch this demo around the Planview PSA platform to better understand how to:

  • Centralize key processes and optimizing end-to-end services lifecycle profitability
  • Increase delivery confidence and successfully achieving business outcomes for customers
  • Establish full visibility that drives faster, better decision-making

Services organisations must challenge the status quo by embracing solutions that allow for growth, profit, and innovation. Due to the growing use of the Cloud and remote ways of working, more and more companies are developing strategies to achieve business goals and removing business challenges such as opportunity planning, resource optimization, forecasting and portfolio risk management.

This approach imposes on the supplier an important rigor which must be supported by a PSA platform: whatever the type of commitment (Consulting, Training, Project) the key processes are industrialized throughout the life cycle, from the proposal to billing.

Our 360° view allows you to organize your customer engagements while optimizing the availability of your resources and the associated costs: Service companies that have invested in a PSA solution show a 4 to 10% increase in billable use of resources and those who use Planview have greater than 50% improvement in accuracy in forecasting services revenue. Imagine the potential for increased revenue for your organisation.

Planview technology impacts the efficiency of the entire lifecycle of engagement. Efficiency is manifested by better employee retention rates, improved morale, and billing of deliverables in an environment conducive to the control of deadlines and budgets.

Watch this demo around the Planview PSA platform to better understand how to:

  • Centralize key processes and optimizing end-to-end services lifecycle profitability
  • Increase delivery confidence and successfully achieving business outcomes for customers
  • Establish full visibility that drives faster, better decision-making
  • Date

    On-Demand

  • Time

    On-Demand

  • Location

    Online

  • Duration

    30 Minutes

Reserve Your Spot

Meet our speakers

  • Neil Derbyshire

    Senior Account Executive

    Neil has been with the Planview Group since 2018. Specialising in supporting organisations to manage digital change and implement fit for purpose work management solutions across many different industry sectors. In his words “Helping organisations in building the future of connected work is the core vision at Planview. Our dedicated team of experienced professionals leave no stone unturned to deliver on that promise".

  • Daniel Brodkey

    Senior Solution Engineer

    Daniel joined Planview in 2021 as a Solution Engineer. He brings nearly a decade of experience to help customers solve their work management and digital transformation challenges across a variety of industries and use cases.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.