Professional Service Automation
Empowering service delivery teams to focus on what matters most…delivering business results.
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
Hybrid Project & Work Management
Increased Resource Utilization
Business Analytics and Reporting
Say Hello to Sofia GPT, Your AI-Powered Personal Assistant
With Sofia GPT, OnePlan offers a powerful Professional Service 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.
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.
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. .
Visit the OnePlan webinar center where you will find live and on-demand webinars showcasing our professional service automation solution for Dynamics 365.
OnePlan Academy partners with Credly for digital badges so learners can easily share their credentials on social media and email.
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Oneplan’s 2024 February innovative updates bring you more efficient and streamlined working systems. New features and product updates make the software even better to use.