Streamline project delivery, optimize resource use, and boost profitability for service-based businesses—all in a single platform for smarter decisions and faster revenue growth.
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Our professional services automation solution is tailored for:
Head of Professional Services and/or Operations
Make data-driven, real-time decisions with high-level dashboards, reporting, and analytics on project margins, resource utilization, and overall business performance.
Head of Project Management
Report on project progress, manage budgets, allocate resources, and ensure projects are delivered on time and within scope, minimizing conflicts and overutilization.
Consultant and Service Providers
Log resource time and expenses, manage project tasks, and report progress, ensuring all work is tracked and billed accurately.
Head of Finance
Track billable hours, manage expenses, generate invoices, and forecast revenues based on project status.
Planisware's PSA software solutions address your entire revenue-generating project lifecycle
- Proposal management: Streamline sales processes, create winning proposals, and manage customer relationships.
- Contract management: Manage contracts effectively to ensure compliance and mitigate risks.
- Project execution: Optimize project execution, resource allocation, and cost management.
- Revenue recognition: Ensure accurate and timely revenue recognition in compliance with accounting standards.
Key capabilities
Our PSA tools and systems enable Professional Services Organizations (PSOs), Embedded Services Organizations (ESOs) and Managed Services Organizations (MSOs) to maximize revenue generation, enhance customer satisfaction, and improve profitability.
- Integrate CRM data: Seamlessly integrate CRM data in the Planisware platform to eliminate data silos and manual entry, creating a single source of truth and improving collaboration between sales and delivery teams.
- Simplify contract management: Manage the entire lifecycle, from bid to execution to closeout, in a single centralized space for all customer and supplier engagement, planning, tracking, and analysis.
- Stay focused on your KPIs: Gain visibility across your portfolio with our KPI dashboard, which aggregates data along predefined work breakdown structures and calculates key performance metrics like return on investment (ROI) and net present value (NPV).
- Act with confidence: Make informed, strategic decisions using extensive what-if and version management capabilities. Duplicate live projects, explore different scenarios, and compare outcomes to choose the best path forward.
The most valuable brands in the world trust Planisware to drive growth, revenue, and strategy
With over 500 customers and 800,000 users—backed by 30 years of expertise—Planisware’s solutions and PSA tools are helping companies across all industries and domains to boost their project margins.
Our customer satisfaction rate is 98% and we are proud to be trusted by some of the world’s largest organizations, including PG&E, ADM, PepsiCo, ABB, and many more.
Planisware’s PSA solutions and systems are fully scalable and trusted by leading global PS organizations, helping to reduce administration, increase billable hours, and grow customer satisfaction.
Industry recognition & awards
Planisware is consistently recognized by industry analysts as a leader, making us the PSA software solution to help you drive revenue and growth. Explore the insights shared by the analysts.
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A two-time Leader in the IDC MarketScape: Worldwide Strategic Portfolio Management and IT Project and Portfolio Management Vendor Assessment
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A three-time Leader in the Gartner® Magic Quadrant™ for Adaptive Project Management and Reporting (APMR).
A four-time Challenger in the Gartner® Magic Quadrant™ for Strategic Portfolio Management (SPM).
Named as a Gartner® Peer Insights™ Customers’ Choice in the Voice of the Customer: Strategic Portfolio Management.
Live from Planisware Resource Center
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Book a PSA software demo
Start your journey to greater profits and reduced administration with Planisware’s professional services automation tools.