As organizations expand, administrative overhead can become a burden. Workers often struggle with manual tasks, and project managers struggle with incomplete data.
Recognizing the uniqueness of each organization, especially their needs and unique challenges, a flexible PSA solution that integrates with existing business applications can streamline delivery. This real-time data visibility helps leaders make better decisions and adapt to changes, allowing them to embrace their unique processes and find opportunities for improvement.
Let’s look at how Benify, Shiji Group, and Tufin used Planview’s PSA solution to:
- Deliver services reliably and consistently with minimum overhead
- Build a culture of flexibility, collaboration, and data-driven decision-making
- Scale operations across the globe
Scaling Global Service Delivery with Seamless Integration
Benify, a market leader in HR technology, provides companies across the world with a benefits and total rewards platform. Founded in 2004, Benify expanded quickly, building a professional services team of 120 people in 75 countries. As the operation grew, keeping track of projects became increasingly demanding.
Benify needed a standardized, streamlined delivery lifecycle to align teams operating in diverse languages and time zones. Planview’s PSA solution gave Benify a central hub where workers and managers could track progress, manage customer relationships, and visualize global data in real time.
First, Benify used Planview’s integrations with Salesforce and Jira to reduce manual data entry. This simple action improved data accuracy from 70% to 98%. Then, Benify leveraged Planview’s automatic data analysis to generate practical, role-specific reports.
Now, Benify’s sales, service, and finance teams can see the same information, in the same place, in real time. This connectivity enables better collaboration, resource management, and strategic alignment.
Planview’s PSA platform saved Benify hundreds of hours per month. Planview automates tedious tasks, like sending status updates and generating reports, allowing workers to focus their energy on fulfilling customer requests. As a result, Benify’s customers enjoy fast, high-quality service.
“With our teams spread out across the globe, you lose a direct line of sight to see how everyone is doing. It becomes more difficult to capture things like how people are spending their time, the utilization rate, which tasks are taking the longest, et cetera. So, we needed good data to help us understand those things. At the same time, we needed to ensure everyone was working the same way so that we had a consistent way of working across the company. The PSA solution’s integration with Jira and Salesforce gives us a home base that ties everything together, resulting in better resource management for our internal team, and a better customer experience for our clients.”
Ross Spearman, International VP of Professional Services and Transformation at Benify
Streamlining Global Operations and Identifying Success Metrics
Shiji Group provides software services to hospitality, retail, and entertainment enterprises. Before adopting Planview’s PSA solution, Shiji struggled with inefficiency and a lack of visibility from complex organizational processes and disconnected tools across various teams, regions, and programs. Important data was scattered across multiple tools, including Smartsheet, Saviom, Excel, and on-premises storage.
Planview united Shiji’s data into one PSA solution, enabling real-time visibility into every team and department at both regional and global levels. Shiji leveraged this visibility to improve resource utilization across the globe by an astounding 35%.
Furthermore, by integrating Planview PSA with their CRM tool, Zoho, Shiji streamlined project set-up and payment collection. This fast, consistent delivery model helped build trust with customers.
Shiji uses Planview PSA not only for daily planning, tracking, and communication, but also for year-end reporting at their Annual Global Portfolio Review. Planview’s integrations, coupled with automatic data analysis, make it the ideal solution for visualizing complex global operations, measuring project health, forecasting revenue, and evaluating performance.
“We’re now starting to flex those dashboards into future-looking forecasting – forecasting capacity, forecasting revenue. That’s been a big growth area for us, from looking backward and at what we’re currently doing, to now looking at the entire cycle. Then feeding that data back into multiple teams across the business to help maximize our delivery.”
Anne Moseanko, Senior Director of Global Services PMO at Shiji Group
Transforming Project Delivery and Revenue Recognition in High-Growth Environments
Tufin is a security software firm that provides its customers with firewall automation. Tufin rapidly grew into a worldwide enterprise, but its outdated processes created intolerable inefficiencies. Highly skilled workers were spending the bulk of their time on administrative tasks like filling out timesheets, estimating completion times, and making overly detailed plans.
Tufin implemented Planview’s PSA Solution to standardize processes across the organization. They identified nine project types and built flexible, reusable project templates for each. With ready-made templates, Tufin simplified progress tracking and cross-team collaboration. They also were able to introduce milestone-based revenue recognition.
With Planview, Tufin’s overhead is greatly reduced, and leaders can better identify patterns of success and struggle in project delivery. Instead of forecasting five weeks into the future, Tufin can now forecast up to 90 days ahead, detecting and addressing risks before they become setbacks.
“There were many things that had been in a fog when we started the project, and being able to visibly see those things and make management choices based on data was a great transformation enabled by our partnership with Planview.”
William Chernock, Director of PMO–Americas and APAC at Tufin
Revolutionizing Professional Services with Planview
The stories above show how flexibility is a quintessential component of a top-notch PSA solution, especially when managing a diverse portfolio in a global organization.
Organizations need a solution capable of meeting your current needs and flexible enough to adapt and support your enterprise as it grows.
Planview enables organizations to build customer trust, streamline delivery processes, allocate resources effectively, collaborate globally, and scale quickly.
With sophisticated integrations with CRM, development, and financial applications, Planview offers superior visibility and reporting capabilities. Automations take care of tedious tasks, leaving workers free to focus on meaningful assignments. In short, Planview PSA offers visibility, connectivity, and flexibility with measurable results.
Gain a competitive edge and adapt with more agility using Planview’s flexible PSA solution, designed to meet you where you are and evolve with your changing needs. Access the on-demand PSA solution demo to learn more.
