Power the quote-to-cash lifecycle with Planview® ChangePoint Services Automation software

Planview ChangePoint connects all aspects of your services organization using professional services automation to streamline quote-to-cash and drive profitability.

Features

• **Pipeline and Backlog Tracking: **Use as your opportunity record or integrate with your CRM, with bi-directional data flow, for full visibility into all aspects of your opportunities.
• **Workstream Planning: **Create scenarios for opportunities and resources to see the potential impact of opportunities and to maximize your resource utilization and revenue potential.
• **Capacity Planning: **Get a full picture of your organization’s capacity versus demand, with full visibility into your teams’ availability, so that you can better plan and optimize the assignment of resources across engagements.
• **Portfolio-level Visibility: **Create portfolios by teams, projects, departments, regions, and clients to visualize performance and/or potential impacts across broader groups.
• **Contract Management: **Create and execute on contracts more efficiently by clearly establishing the financial, rate and billing structures to drive profits and delivery success.
• **Project and Customer Portfolios: **Create and manage customer and project KPI focused portfolios to ensure appropriate visibility and performance for real-time management and success.
• **Project Templates: **Build templates for your projects that can quickly be applied to client contracts so you can hit the ground running – in little to no time.
• **Configurable Workflows: **Leverage the power of intelligent automation and configurability to drive project consistency and governance.
• **Project Status Summaries: **Know your customer project health, immediately, based on the most important KPIs.
• **Survey Administration: **Send and analyze surveys to gauge customer satisfaction and evaluate resource performance.
• **Custom Form Management: **Using Intelligent Forms, create and manage custom or out-of-the-box forms to capture and view relevant engagement information throughout your workflow.
• **Project Financial Governance: **View and manage financials by project for a narrower view of revenue and cost.
• **Skill and Expertise-Based Views: **See skills, experience, and more to align resources to the right work.
• **Dynamic Gantt Chart Views: **View a Gantt timeline distribution of all availability impacting your dedicated resources.
• **Services Resource Matching: **Search for resources based on various parameters like assigned work, qualifications, location, experience etc.
• **Knowledge Management: **Store, organize, and share relevant information and resources for your people and customers.
• **Billing and Cost Rates: **Easily create and manage all billing and cost rates by resource and the product and services you offer.
• **Performance Manager: **Set and view key individual performance metrics.
• **Real-Time Utilization Views: **View your resource utilization in real-time as projects progress and changes happen so you can optimize as needed.
• **Workspace Collaboration: **With the ChangePoint PLUS add-on, use our ProjectPlace connector to complete all client delivery work with flexibility and ease while maintaining financial integrity.
• **Integrated Task Management: **Create, edit, and manage tasks and assignments with financial flexibility and greater control.
• **Mobile App: **Anywhere, anytime access for your resources to input time and expenses.
• **Agile Software Integration: **Integrate with agile software like Jira and Azure DevOps to gain visibility into your software development teams work.
• **Revenue Forecasting: **Make predictive estimates on expected revenue and client opportunities to anticipate resources needed to complete client projects.
• **Revenue Recognition: **Accurately track recognition revenue based on project or milestone completion.
• **Budgeting: **Build budgets to specify the services, products, and expenses anticipated on a project. Allow multiple rates on the same resource on the same project.
• **Time and Expense Tracking: **Provide anytime, anywhere access to time and expense tracking and approvals for timely invoicing.
• **Billing and Rate Management: **Accurately define what clients should be billed with clearly defined resource rates based on various factors.
• **Global Financial Structure: **Ability to enable global/geo/regional financial structures to support financial differences in currency, tax, rates, and more to bill and maintain compliance with accounting standards.
• **Flexible Billing Structures: **Complete work and bill by multiple business models including T&M, Fixed Fee, Subscriptions, and Outcomes all within one project.
• **Interactive Dashboards: **Out-of-the-box, preconfigured visualizations with actionable insights.
• **Real-time Drill-through Analysis: **Dive deep into relevant trends that the system automatically provides for you – all on its own using the IBM Cognos analytics engine.
• **Real-time Utilization Tracking: **Dive deeper into your resource utilization trends to better plan for future engagements such as determining whether to hire or contract.
• **AI and Natural Language Search: **Use natural language questions to explore more about your data and IBM Watson will provide contextual responses