Planisware for Project Business Automation is designed for organizations driving customer-facing, revenue generating projects, seeking to maximize the financial performance of their engagements.
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90% of our customers have deployed Planisware in multiple locations
Over 50% of our customers are deployed in 2 or more countries, some in over 80 countries
Over 80% of our customers integrate Planisware with multiple systems
Key Use Cases
Organizations Delivering Customer Projects
Planisware supports Professional Services Organizations (PSos), Embedded Services Organizations (ESOs), Managed Services Organizations (MSOs) or any other business with revenue generating activities, for tracking the incoming opportunities, detailed execution of plans, contract performance tracking, and financial health of the business
Managing Engagements
Engagement management for your commercial or government customers, involving multi-year budget tracking, contract delivery management, change control processes, risk management, earned value management (EVM), government reporting, and advanced cost controlling.
Integrated View
Building an integrated view of the entire company’s financial operations provides an invaluable snapshot of how the organization is performing against benchmarks, revenue targets, cost management, resource management, and project management, helping owners and leadership identify areas of improvement and growth.
360° Customer Journey
360 view of Customer Journey providing executives with financial tracking visibility on proposal from origin, through bid to delivery
A sample of Planisware 500+ customers
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Solution Brochure
From managing your Opportunity pipeline to Contract management and Financial Forecasting. Discover our Solution dedicated to Revenue-driven projects.
Solution Highlights
Opportunities
- As opportunities and timelines change quickly, the process of project planning, resource balancing, and engagement forecasting requires a seamless relationship between your CRM and projects.
- 360° customer relationship: build visibility into the customer lifecycle from the sales pipeline, planning, engagements, to final invoice.
Project Controls
- The ability to calculate accurate cost estimates based on historical data or algorithmic modeling is a game-changer during the estimation phase of a project. Planisware is the only PSA software on the market that features both a parametric estimation engine and predictive analysis based on historical data.
- Planisware cost engine support all the needs of financial controllers and includes material billing and cost, labor billing and cost, subcontracting cost and PO Management, as well as Fixed-Fee and Milestone billing.
Contract Management
The contract management module simplifies the entire lifecycle from bid through execution all the way to closeout. Everything is integrated from start to finish – allowing for better and more effective planning, tracking, analysis as well as a central space to track all your engagements with your customers and/ or suppliers.
Portfolio Visibility
Get visibility across your entire portfolio. Planisware aggregates data along predefined breakdown structures, and computes standard KPIs, such as return on investment (ROI), net present value (NPV), expected commercial value (ECV), resource load and risk levels, and business-specific OKRs.
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