Professional Service Automation
Empowering service delivery teams to focus on what matters most…delivering business results.
Powered by

Run your customer facing projects with greater efficiency and profitability.
OnePlan’s Professional Services Automation is an end-to-end solution that provides service delivery organizations a single system of engagement for sales, resourcing, delivery, and billing. 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.
Data-driven project management
The right resources at the right time
A profitable business that’s repeatable
Deliver Customer-Driven Results
Every Time
Hybrid Project & Work Management
Increased Resource Utilization
Project Collaboration

Business Analytics and Reporting
Connect to your enterprise ecosystem
Empower everyone to innovate with one integrated Professional Service Automation platform. OnePlan is compatible with:
- CRM – Microsoft Dynamics 365 CE, Salesforce, HubSpot and others.
- Payroll and HR systems – Workday, Ultimate, and others.
- ERP and financial systems – Microsoft Dynamics 365 F&O, Sage Intacct, SAP, QuickBooks and others.

Empower Teams with a Fused Microsoft User Experience
Select the tools you use to learn what a fused experience can do for your team
People & Processes
Some teams may want to preserve their unique methods for managing work, others may need a better process and others may simply need the bare minimum. We help you build the right approach to allow all these needs to co-exist. This means connecting execution to your strategy, improving skills, streamlining your tools, and finding common metrics for viewing and managing the outcomes of execution.
Business Strategy Workshop
With a small group of your leaders and change agents, we walk through your challenges today and your business objectives for change. We help you identify gaps and opportunities based on leading practices. The output is documented as a roadmap of near-term and longer-term recommendations.
Implementation
We support your rollout of an adaptive framework, tailored to your needs. We integrate process and people considerations into your tools and technology implementation, including data design, process and roles updates, training, coaching, adoption and change management. .
PSA Webinar
Visit the OnePlan webinar center where you will find live and on-demand webinars showcasing our professional service automation solution for Dynamics 365.
Our Blog
OnePlan Announces Expansion Into the United Kingdom
OnePlan, a leading provider of Strategic Project Portfolio Management solutions, today announced the opening of a new office as part of the company's continued growth in the United Kingdom. The new office will serve as a hub for the company's regional operations and...
OnePlan Extends Jira into an Agile Portfolio Management Solution
OnePlan, a leading provider of Strategic Portfolio Management solutions, today announced the release of its new Agile Portfolio Management solution, which extends Jira's capabilities to support Agile portfolios. This new solution is designed to help organizations gain...
Portfolio Management in The Hybrid Enterprise – Leading Practices with OnePlan
In your enterprise, perhaps you have a mix of ‘traditional’ project managers; a growing number of ‘agile’ enthusiasts; some who demand ‘simple’ work management, and an Executive audience hoping for ‘Strategic Portfolio Management’. How do you make this ‘hybrid’...