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Workday Professional Services Automation (PSA)Workday

From staffing and project management to billing and financial management, Workday Professional Services Automation (PSA) enables you to support every part of your client-facing project.

Vendor

Vendor

Workday

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Product details

Run great projects, from start to finish.

A lot goes into great projects: assigning the right people, managing budgets, and delivering great work on time. Workday Professional Services Automation (PSA) helps you do it all. A reliable source of insight. Workday PSA encompasses financial management, Services CPQ, HCM, and planning, giving you insight into upcoming projects, skills needed, talent availability, and cost. Agility to help you shift gears fast. Need to create new delivery models, support changing requirements, or meet shifting customer demands? With a flexible foundation from Workday, it’s easy. Tools to keep talent on top of their game. Understand which skills you need, match talent to the right projects, upskill workers through suggested learning, and empower them to explore new projects. The result? Your people can do their best work. Automation that simply gets more done. We automate your processes—from project billing to many of your core financial tasks—to help you free up time and reduce back-office costs.

Key Product Areas

Human Capital Management 

  • Recruiting tied to projects 
  • Performance management 
  • Skills and competencies 
  • Workforce planning and analytics Services CPQ
  • Services quoting (pricing and estimating)
  • Automated proposal creation
  • Automated approval workflow
  • Resource demand visibility
  • Automated draft customer contract in project billing Project Execution 
  • Project management
  • Resource management
  • Time tracking
  • Expense management Project Financials 
  • Project billing
  • Revenue recognition
  • Project costing and accounting
  • Budgeting and forecasting Reporting and Analytics 
  • Financial reporting
  • Operational reporting
  • Talent reporting
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