Professional Services Automation

Planview’s professional services automation solution enables services organizations to optimize utilization and enhance visibility, making engagements more predictable and profitable.

Quote-to-Cash vs CPQ: Explained

A services company’s quote-to-cash process represents its ability to convert sales opportunities into paying and profitable customers. In order to implement the right quote-to-cash solution, services organizations must compare quote-to-cash vs cpq to determine the best tool that fits their needs. A reliable services quote-to-cash process is vital to a company’s successful bottom line. However,...

4 Challenges Facing Embedded Services Organizations and How to Solve Them

Despite facing massive and unprecedented challenges due to the pandemic, the professional services sector has not just weathered the storm over the last couple of years: it has thrived. Between 2021 and 2025, the global professional services marketplace is projected to grow from USD $5.428 trillion to $7.063 trillion, which is a compound annual growth...

Planview PSA: Building the Future of Connected Services

At Planview, we have two great products that meet the varying needs of Professional Services organizations—whether it be products for Professional Services companies, professional services groups embedded in product companies, or those providing Managed Services. Our range of capabilities covers the entire services lifecycle ranging from Opportunity to Delivery to Billing and Revenue Recognition. We intend to build on...

What Is a Pure-Play PSA Solution and Is It Right for My Services Organization?

The emergence of new platforms and tools continues to grow as our world digitally transforms. These tools are targeted at every industry—including professional services. In recent years, professional services automation (PSA) solutions have become more widely adopted. In fact, the PSA software market brought in $8.27 billion in 2018 and is expected to reach $16...

Professional services: A game of hopscotch

The cloud and subscription-based technology has really changed things for the tech industry—particularly professional services. Embedded professional services organizations (PSO) are having to reinvent how they engage with customers throughout the lifecycle.

The “consumption gap”

Technology. It’s everywhere. Technology is being used to transform how people live, connect, and do business. It’s a commodity that can be bought and sold—the ubiquity of which is changing how IT services and sales are being conducted.

The Soft Skills of Services Delivery in 2021

It’s probably not surprising to hear that, for most companies, service delivery has been negatively affected by COVID-19. Before getting too riled up, it’s important to remember to practice patience; it may just hold the key to getting things back on track in 2021 and beyond.

How User Experience Impacts Services Delivery

We are living in the age of consumerization in enterprise software. It is an age where usability and performance must go hand in hand. Regardless of how rich in feature and functionality software is, people will not use it if they cannot grasp it quickly. In fact, a recent Forbes article stated a simplified user...

Why MSPs Need PSA Software with Business Intelligence

Managed Service Providers (MSPs) may be surprised by the modernization of Professional Services Automation (PSA) software. Older versions of this technology provided features similar to that of help desk software, but now PSA solutions go far beyond managing support tickets and tasks.