Professional Service Automation (PSA) Software

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.

Professional Service Automation

Run your customer facing projects with greater efficiency and profitability.   

Financial Planning

Data-driven project management

Leverage professional services automation to track real-time project status with ease and empower your teams to identify threats to projects before they happen.

Resource Allocation

The right resources at the right time

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.

ROI

A profitable business that’s repeatable

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.

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Deliver Customer-Driven Results Every Time

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.

Get Clear Business Visibility by Account

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.

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 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.

Increased Resource Utilization

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.

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. 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.

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 customer satisfaction and your professional services 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 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.

Say Hello to Sofia GPT, Your AI-Powered Personal Assistant

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.

Real Success Stories: Professional Service Automation with OnePlan

UFCU

UFCU Credits Success to Smarter Project Management

Diversus Health

Diversus Health Simplifies Strategic Planning with OnePlan

McCarthy Tetrault

Efficiency Amplified: McCarthy Tetrault’s OnePlan Success Story

Enhance Your Microsoft Platform Investment

Microsoft recognized OnePlan for 5 consecutive years as a Global PPM leader. Built on the Microsoft cloud, our solutions provide a seamless experience, giving you more value from your existing Microsoft investment. Streamline your user experience in a one interface with OnePlan.

OnePlan Recognized by Microsoft as a Global PPM Leader for 5 Consecutive Years

Project and Portfolio Management Award
2019 Partner
of the Year Winner
Project and Portfolio Management Award
2020 Partner
of the Year Winner
Project and Portfolio Management Award
2021 Partner
of the Year Winner
Project and Portfolio Management Award
2022 Partner
of the Year Winner
Project and Portfolio Management Award
2023 Partner
of the Year Winner

Because Some Things Are Just Better Together

With OnePlan, integration drives innovation and success.
OnePlan effortlessly connects with leading work management tools like Microsoft Teams, Microsoft Planner, Microsoft Project, Azure DevOps, Jira, Smartsheet, monday.com, Asana, Wrike, Trello, and more bringing all your project data into one powerful platform. By breaking down data silos and enhancing collaboration, OnePlan streamlines workflows, boosts efficiency, and delivers deep insights, empowering your team to work smarter, make informed decisions, and drive greater success.

An Innovator And Industry Leader

2024 and 2023 Consecutive Recognition in Peer Insights “Voice of the Customer” for Strategic Portfolio Management

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A Leader in The Forrester Wave Report: Strategic Portfolio Management

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OnePlan was cited as a top vendor in “Determine the Future of Microsoft Project in your Organization”

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Reliable And Secure

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.

One-Stop-Shop for Success

Advisory Services

Strategize for Success

Implementation Services

Deployment for Maximum Results

Training Services

Empower Your Team for Success

Product Support

Continuous Adoption & Optimization

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Unlock Success In Every Project

Elevate your project outcomes with OnePlan. Accelerate the delivery of your top-notch work with ease. Sign up for free today!