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.
Leverage professional services automation to track real-time project status with ease and empower your teams to identify threats to projects before they happen.
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.
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.
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 drives productivity, enabling teams to get the data they need to run the business optimally and make the right decisions.
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.
View your projects by account as your business tracks them.
Set any financial data attributes and metrics you need to track. Manage delivery, costs, and billing with complete transparency.
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 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.
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.
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. 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.
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 customer satisfaction and your professional services teams are delivering results.
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.
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.
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.
Strategize for Success
Deployment for Maximum Results
Empower Your Team for Success
Continuous Adoption & Optimization
