OnePlan’s Professional Services Automation is an end-to-end solution that provides service delivery organizations a single system of engagement for project planning, resourcing, delivery, and time management. Streamline your delivery with workflows that align with every phase of the customer lifecycle. From customer acquisition to operational support, OnePlan’s PSA solution drives productivity, enabling teams to get the data they need to run the business optimally and make the right decisions.
Key FeaturesGet Clear Business Visibility by Account
View your projects by account as your business tracks them. Set any attributes and metrics you need to track. Manage delivery, costs, and billing with complete transparency.
Solve Project Problems Before They Are
Build credibility and trust by providing your customers with real-time, visual dashboards to track every aspect of your project. Get ahead of risks and issues and ensure your customers are up-to-date with project status for effective stakeholder communication. Use project templates to automate project set up and make your best practices repeatable.
Increased Resource Utilization
Ensure you have the right resources with the right skillsets assigned at the right time for maximum productivity and utilization. Track resource performance and forecast future work against current workloads. Allow your teams to see upcoming work and apply for roles that align with their skillset. See what resources are working on and stay on top of your team’s performance.
The success of your deliverables relies on strong communication and visibility into your project assets. Share information with your stakeholders in a single location and ensure teams are progressing towards common goals. Real- time visibility into project performance keeps teams aligned and stakeholders in the know – allowing you to shift direction or remove barriers quickly when necessary.
Leverage Insights into Time Spent
The success of your delivery business depends on effective billing. Estimate more accurately and prevent revenue leakage through bill automation. Track time by deliverable to ensure your customers are happy and your teams are delivering results.
Business Analytics and Reporting
Empower good decision making through real-time visibility into dashboards and analytics for all aspects of your delivery including tasks timing, risks and issues, resource utilization and financial management. Share the right information at the right time and allow teams to drilldown to greater detail when needed to provide the right level of detail to every stakeholder. Create dashboards and reports easily to see the information that is most important to you – decision making has never been easier.