Professional Service Automation

Empowering service delivery teams to focus on what matters most…delivering business results.

Professional Services Automation for Dynamics 365

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

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.

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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