Planview

AUGUST 29, 2023

External resource management (PSA) involves working for external customers for a fee and balancing supply and demand as you work through opportunity intake, similar to the sales funnel. Understanding internal versus external capacity management sets the tone for the overall strategy.

Meetings 52

Meetings Prioritization Facilitation Decision-making 52

Planview

JULY 20, 2023

Even with these challenges and conditions, many companies aren’t receiving the maximum benefits of PSA. Customer Success Strategist Dave Blumhorst, and Planview Director of Solution Consulting AJ Shavell, dug into how companies and consultants can align PSA capabilities to business challenges. You can re-watch the webinar here.

Profitability 52

Profitability Software Software CRM 52

Planview

MARCH 28, 2022

Professional service automation (PSA) software can help organizations manage the quote-to-cash process by centralizing key people and processes and establishing full visibility to drive decision making. Adopting a PSA solution is not a one-time transaction.

Artificial Intelligence 52

Artificial Intelligence Stakeholders Profitability Decision-making 52

SmartKarrot

NOVEMBER 7, 2022

Oversee the documentation of key CX processes and definition of requirements for core systems (PSA, Case Management, CX). Drive the implementation of the AOP including team segmentation and alignment, target setting, capacity tracking and utilization. Lead the biweekly CX leadership priority review and operations cadence.

Customer Success 19

Customer Success Stakeholders Government Finance 19

Planview

DECEMBER 13, 2023

How Should PSA Platforms Support Different Ways of Engaging in Professional Services? A professional services automation (PSA) platform can help simplify the transition to a subscription model and drive more value for your business and customers. Some professional services companies may resist offering subscription services.

Organization 64

Organization Innovation Software Software 64

Planview

NOVEMBER 17, 2022

Planview PSA as the Services Cockpit at IBM. Why did IBM choose the Planview PSA solution (built with Planview’s AdaptiveWork, formerly Clarizen) to drive transformation? Regarding Planview PSA solution using AdaptiveWork, Michelle stated, “We can configure AdaptiveWork and make it fit IBM’s needs.

Software 52

Software Software Decision-making Profitability 52

Planview

JANUARY 12, 2023

Last year, I interviewed a dozen TSIA members about how they were using their current professional services automation (PSA) system. In fact, very few of those companies surveyed were using the PSA platform to manage their projects. In fact, very few of those companies surveyed were using the PSA platform to manage their projects.

Profitability 52

Profitability Customer Success B2B Decision-making 52

PandaDoc

JULY 12, 2022

While we’re on the topic of signatures, this is a friendly PSA that you can also avail the service of an eSignature with platforms like PandaDoc. Apps like Gmail can be customized too to insert email signatures after your mail copy.

Sales 52

Sales Decision-making Onboarding Marketing 52

Planview

JANUARY 24, 2024

An effective PSA solution can help you reduce your operational costs and streamline your service delivery. These steps will position you to create a model that will meet customer needs, deliver value, and ensure your relevance in an always-changing market. New recurring revenue streams will also impact your organization’s profitability.

Stakeholders 59

Stakeholders Prioritization Organization Profitability 59