Planisware Luma is Professional Services Automation for organizations whose projects are sold, contracted and billed. This solution overview shows how it connects proposal, contract, staffing, delivery, billing and margin on one data model.
What is inside this brochure?
Planisware Luma is Professional Services Automation for organizations whose projects are sold, contracted and billed, from consultancies and engineering firms to research organizations and industrial suppliers. This solution overview shows how Luma connects proposal, contract, staffing, delivery, time, billing and margin on one data model, so what was promised in the bid is what gets staffed, delivered and billed.
The challenge. Delivering customer projects raises 3 questions: which engagements are eroding margin right now, how the deals in the pipeline will be delivered, and whether this period's revenue forecast can be defended. The brochure shows why the answers sit in different systems today, and how Luma brings them onto one model.
Where Luma fits. Luma sits between the CRM and the ERP. It does not replace either: it owns the commitment between them, from bid to cash. A value chain of 8 stages, from proposal to margin, shows who leads each one, from the COO and the CFO to bid managers, resource managers and the PMO.
4 pillars.
- Bid-to-cash financial control: estimates from historical data with a proposal P&L; fixed-price, T&M and milestone work in one contract; change orders with their workload and revenue impact; materials, subcontracts and invoices managed against the contract; a revenue forecast built from performance obligations and progress.
- Resource and skills economics: skills, certifications, roles, locations and availability matched to signed and forecast demand, with bottlenecks found across the whole portfolio before the contract is signed.
- Delivery depth: work packages with owners and costs, critical path and baselines, estimate at completion and earned value, with waterfall, agile and stage-gate delivery side by side.
- Single source of truth: a P&L for each project, consolidated by entity, contract type and customer, with cash flow and revenue tracked against the baseline.
AI agents on the commercial chain. Planisware Prisma puts AI agents to work on live project data: they estimate bids from comparable past engagements, propose feasible staffing, watch for margin erosion and flag overdue revenue lines before month-end. Every change they propose is reviewed and approved before it is written. Bring your own LLM, with an MCP server and client.
Connected to the systems you already run. Salesforce (out-of-the-box connector), Microsoft Dynamics 365 and HubSpot for CRM; SAP, Oracle Fusion, Oracle NetSuite and JD Edwards for ERP and finance; Workday, SAP HCM, Oracle HCM and ADP for people; Microsoft Project, Primavera P6, Jira and Azure DevOps for delivery; REST APIs, Power BI and Tableau for data.
Customer results. Tractebel connected Planisware to its ERP and halved approval time. Curia reviews revenue forecasts weekly instead of monthly. CAE moved its monthly estimate-at-completion reviews from spreadsheets to one source of truth.
Cloud and services. Planisware runs its own cloud, with 99.7% guaranteed availability and ISO 27001, SOC 1, SOC 2 and TISAX among its certifications, and supports each customer from the first workshop to everyday operations.
