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
The right resources at the right time
A profitable business that’s repeatable
Deliver Customer-Driven Results
Every Time

Sales Enablement
Project Management


Resource Management
Project Collaboration


Time and Expense Management
Business Analytics and Reporting

Pricing
OnePlan offers flexible volume-based and multi-year pricing upon request.
**Unlimited Team Members for Free
Professional Service Automation
- Account Management
- Project Management
- Resource Management
- Finanical Management
- Status Reports
- AI Insights
- Timesheets
- PSA Reports
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
Building a Culture of OKRs in the Purpose Led Enterprise
In SummaryOKRs are more than just a new name for business metrics: high performing enterprises are thoughtful about how OKRs are implemented in their culture. The success of purpose-driven organizations and the lessons learned from enterprise agility combine with OKRs...
New Adaptive Microsoft PPM With Microsoft Project, Azure DevOps, and Jira Using OnePlan
The New Business EnvironmentThe age of digital transformation forces the need for a new adaptive Project Portfolio Management (PPM) solution as companies move from brick and mortar to digital operations. The need to change the way we do business, reach our customers,...
Kickstart Collaborative Work Management with Project for the web and the Project Accelerator
Digital Collaboration on a New LevelMicrosoft Project for the web (Pftw) together with the Project Accelerator and Teams create a very compelling Collaborative Work Management (CWM) solution for organizations. Current and future planned capabilities for Pftw and the...