Professional Service Automation
Empowering service delivery teams to focus on what matters most…delivering business results.
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
Time and Expense Management
Business Analytics and Reporting
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. .
Visit the OnePlan webinar center where you will find live and on-demand webinars showcasing our professional service automation solution for Dynamics 365.
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,...
CHANGE YOUR VIEW OF CHANGEWhen our organizations take on significant change initiatives – let’s say we are asking thousands of employees to use a major new system – we often admit afterward that we did a terrible job with organizational change management. It’s...
On October 1, 2020, OnePlan Solutions is proud to formally announce a spin-off from Wicresoft. This establishes OnePlan as a best-in-class, stand-alone company with a distinct business model. Providing enterprise class project, portfolio management software and...