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.

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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.

Sales Enablement

Give your sales team the insights they need to maximize profitability and ensure viability. Get real time visibility into opportunities and streamline the contract process, reducing time to SOW and automating contracts including labor rates and service pricing.

Project Management

Build credibility and trust by providing your customers with real-time, visual dashboards to track every aspect of your project. Get ahead of risks and issues and ensure your customers are up-to-date with project status for effective stakeholder communication. Use project templates to automate project set up and make your best practices repeatable.

Resource Management

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.

Time and Expense Management

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.

Pricing

OnePlan offers flexible volume-based and multi-year pricing upon request.
**Unlimited Team Members for Free

Professional Service Automation

$25/User/month
  • Account Management
  • Project Management
  • Resource Management
  • Finanical Management
  • Status Reports
  • AI Insights
  • Timesheets
  • PSA Reports
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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.  .

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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.

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Our Blog

Managing Transformation…With Agility.

Managing Transformation…With Agility.

by | 19 Nov, 2020

In SummaryWhen managing high-stakes initiatives, leveraging the Scaled Agile Framework (SAFe) and Lean Portfolio Management mitigates risk and improves the outcomes. Transformation InitiativesTransformation programs are those large strategic initiatives, often...

Shifting Left Towards Business Agility

Shifting Left Towards Business Agility

by | 9 Nov, 2020

The need for business agility is imperative for organizations in the context of the global changing market conditions such as the Covid-19 pandemic. Therefore, more than ever, creating high-performance teams with a focus on customer-centricity is critical for...

Using OnePlan to Implement Scaled Agile Framework

Using OnePlan to Implement Scaled Agile Framework

by | 19 Oct, 2020

Why is OnePlan used to Implement Scaled Agile FrameworksOnePlan offers a strategic portfolio, financial, and resource management solution that can fit the needs of every PMO despite their current capabilities. This flexibility allows you to optimize portfolios,...

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