Professional Service Automation

Empowering 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’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

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

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. 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.
PSA Portfolio

Get Clear Business Visibility by Account

View your projects by account as your business tracks them. Set any attributes and metrics you need to track. Manage delivery, costs, and billing with complete transparency.

Hybrid Project & Work Management

Work is everywhere and without centralization, teams can’t collaborate effectively. Whether your projects are managed via Agile, traditional or within a simple to do list, OnePlan consolidates work to harness the power of project management disciplines such as cost management, resource management and schedule management across all work for delivery excellence throughout the enterprise. Bring Gantt charts, Kanban Boards, and To Do Lists together in one solution for total work management.
Work Teams
Capacity Planning by Role

Increased Resource Utilization

Ensure you have the right resources with the right skillsets assigned at the right time for maximum productivity and utilization. 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

The success of your deliverables relies on strong communication and visibility into your project assets. Share information with your stakeholders in a single location and ensure teams are progressing towards common goals. Real- time visibility into project performance keeps teams aligned and stakeholders in the know – allowing you to shift direction or remove barriers quickly when necessary.
Status Report Teams
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Leverage Insights into Time Spent

The success of your delivery business depends on effective billing. Estimate more accurately and prevent revenue leakage through bill automation. Track time by deliverable to ensure your customers are happy and your 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 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.
Cost Details
Sofia PSA

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.

Learn More>

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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.
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Empower Teams with a Fused Microsoft User Experience

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Project Online Azure DevOps Teams Sharepoint Dynamics 365 Project Accelerator/ Power Platform

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.  .

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

Addressing the “Cult” of Project Management Tools

Addressing the “Cult” of Project Management Tools

Addressing the "Cult" of Project Management ToolsAccording to a recent Wall Street Journal article, most companies have at least 5 or 6 and some as many as 13 project management tools spread across multiple departments. And these tools have a cult-like following among...

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