Professional Service Automation (PSA) Software
One end-to-end solution provides professional services organizations with the PSA tools needed to support sales, resourcing, project management, delivery, and billing. This enables professional services firms and service delivery teams to focus on what matters most…delivering business results.
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Run your customer facing projects with greater efficiency and profitability.
OnePlan provides a single system of engagement to help 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
Leverage professional services automation to track real-time project status with ease and empower your teams to identify threats to projects before they happen.
The right resources at the right time
Professional services automation makes it easy to find the perfect resource for every engagement to ensure your customers are getting the support they need, when they need it.
A profitable business that’s repeatable
Make the right decisions to ensure profits are high and allocation is optimized. Professional services automation helps you prioritize what matters most and keep clients happy.
Deliver Customer-Driven Results Every Time
Automate your customer lifecycle from end-to-end and focus your team’s time on customer collaboration and engagement for a personalized service delivery experience. Transform your team’s work productivity and remove all barriers to success.
Get Clear Business Visibility by Account
Set any financial data attributes and metrics you need to track. Manage delivery, costs, and billing with complete transparency.
Hybrid Project & Work Management
Whether your projects are managed via Agile, traditional or within a simple to do list, OnePlan professional service automation software consolidates work to harness the power of project management disciplines such as cost management, resource management, schedule management and expense management across all work for delivery excellence throughout the enterprise. Bring a variety of core business processes, Gantt charts, Kanban Boards, and To Do Lists together in one solution for total work management.
Increased Resource Utilization
Ensure you have the right resources with the right skill sets assigned at the right time for maximum productivity and utilization.
Professional services automation helps your professional services organization 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.
Project Collaboration
Share information with your stakeholders in a single location and ensure teams are progressing towards common goals. OnePlan’s professional services automation easily integrates with a variety of enterprise resource planning platforms, so you get real- time visibility into project performance that keeps teams aligned and stakeholders in the know – allowing you to shift direction or remove barriers quickly when necessary.
Leverage Insights into Time Spent
Estimate more accurately and prevent revenue leakage through bill automation. Track time by deliverable to ensure customer satisfaction and your professional services 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 business intelligence 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.
Say Hello to Sofia GPT, Your AI-Powered Personal Assistant
With Sofia GPT, OnePlan offers a powerful professional services automation solution that streamlines resource management and project delivery for service-based organizations.
Sofia GPT can help automate tasks such as project planning, resource allocation, time tracking, and invoicing, enabling service organizations to deliver high-quality services on time and within budget. Plus, with its machine learning capabilities, Sofia GPT can learn from past projects and provide valuable insights to help optimize future project delivery.
Because Some Things Are Just Better Together
Empower Everyone to Innovate with One Integrated Project Portfolio Management (PPM) Platform
OnePlan's integration capabilities ensure that all your work management tools and systems work seamlessly together. By integrating with existing tools like Microsoft Teams, Microsoft Planner, Project for the Web, Microsoft Project, Azure DevOps, Jira, Smartsheet, or Monday.com, Power BI, and financial systems, OnePlan provides real-time data flow, advanced reporting, and strategic portfolio management. This cohesive approach eliminates data silos, enhances collaboration, and streamlines communication, allowing your team to work more efficiently and make informed decisions.
OnePlan helps your entire organization break down silos, drive innovation, and achieve more together—because some things are just better when integrated.
Real Success Stories: Professional Service Automation with OnePlan
Discover how organizations across industries have transformed their Professional Service Automation (PSA) using OnePlan.
Diversus Health
What-if scenarios and forecasting capabilities provide enhanced insight into resource and other requirements for all upcoming project activities.
SOL-MILLENIUM
With a real-time consolidated view into all projects, it’s easy to drill into any project and gain additional real-time information.
Johnson & Johnson
Budgeting Better: Johnson & Johnson Cuts Costs Using OnePlan.
Enhance Your Microsoft Platform Investment
OnePlan has been recognized for 5 consecutive years as a Global PPM leader. Our solutions are specifically designed to work seamlessly in any Microsoft platform, leveraging the unique capabilities and UI of each to provide a complete and seamless user experience. One Interface, One Experience, OnePlan.
Built on the MSFT cloud, scalable, secure, seamless experience, more value out of existing tools/investment, adoption.
Project and Portfolio
Management Award
2019 Partner
of the Year Winner
Project and Portfolio
Management Award
2020 Partner
of the Year Finalist
Project and Portfolio
Management Award
2021 Partner
of the Year Winner
Project and Portfolio
Management Award
2022 Partner
of the Year Winner
Project and Portfolio
Management Award
2023 Partner
of the Year Finalist
Reliable And Secure
We're dedicated to providing a secure and adaptable platform that fulfills the demands of today's largest organizations. Discover the robust offerings at the OnePlan Trust Center.
Reliable And Secure
We're dedicated to providing a secure and adaptable platform that fulfills the demands of today's largest organizations. Discover the robust offerings at the OnePlan Trust Center.
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. .
Recognized As An Innovator And Industry Leader
OnePlan is widely acknowledged as a pioneer and leader in the field of Strategic Portfolio and Work Management. Our consistent dedication to innovation in this area has earned us numerous accolades, establishing us as a distinctive and valuable partner for driving transformation.
A Leader in The Forrester Wave Report: Strategic Portfolio Management
OnePlan was cited as a top vendor in “Determine the Future of Microsoft Project in your Organization”
2023 Peer Insights “Voice of the Customer” for Strategic Portfolio 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
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Supercharging Azure DevOps with Advanced Scheduling & Robust Project Management
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