End-to-end customer lifecycle management and the best tools for opportunity and contract management
Planview Changepoint's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial …
Overview
What is Planview ChangePoint?
Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.
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What is Planview ChangePoint?
Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.
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What is Planview ChangePoint?
Planview ChangePoint is an end-to-end Professional Services Automation (PSA) software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract financial governance and project management, to invoicing and revenue recognition, ChangePoint drives orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth.
- Planning – gain early visibility into services opportunities to ensure more accurate forecasted demand/capacity for services delivery success.
- Project and Work Management – enable repeatable delivery success and profitability by taking control of customer projects and work.
- Resource Management – maximize resource allocation and utilization with discipline, to reduce cost overruns and delays.
- Team Delivery – Orchestrate and delivery work flexibly, in multiple ways for successful engagements.
- Financial Visibility – build a financial foundation across the lifecycle capturing hours, billing, revenue, and margin, to impact business financials.
- Analytics and Reporting – Analyze services delivery data without relying on reporting teams.
With the recent addition of ChangePoint PLUS, Planview combines the work management capabilities of ProjectPlace with the financial governance of ChangePoint so users can execute client work collaboratively and flexibly from traditional to agile, while maintaining accurate work details to report financials.
Planview ChangePoint Features
- Supported: Pipeline and Backlog Tracking
- Supported: Contract Financial Governance
- Supported: Capacity and Resource Management
- Supported: Project Templates and Configurable Workflows
- Supported: Services Resources Matching
- Supported: Real-time Utilization Tracking
- Supported: Billing and Rate Management
- Supported: Revenue Forecasting and Recognition
- Supported: Time and Expense Tracking
- Supported: Flexible Billing Structures
- Supported: Interactive Dashboards
- Supported: ProjectPlace Work Management Integration
Planview ChangePoint Screenshots
Planview ChangePoint Video
Why Changepoint?
Planview ChangePoint Competitors
Planview ChangePoint Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.
The most common users of Planview ChangePoint are from Enterprises (1,001+ employees).
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March 27, 2022
End-to-end customer lifecycle management and the best tools for opportunity and contract management
Planview Changepoint's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial opportunity for greater profitability. It enables helps us manage our active customer projects lifecycle end-to-end and also it helps to understand forecasted projects and resource demand for successful downstream execution and timely delivery.
- Helps us to knowing our key customers.
- Excellent opportunity management tool.
- Best resource management and analytic tool.
- Nothing Missing. Complete product with contract management capabilities.
- Easy financial management functionalities.
- Excellent dashboard that monitors multiple operations.
- Customer lifecycle management.
- Opportunity and resource management.
- Contract management and financial management.
- Manage Key customers for greater profitability.
- Forecasting and budgeting.
- Robust resource management capabilities.
Planview Changepoint helps us to understand our key customers enabling us to capitalize on every financial opportunity and helps us to forecast demand against the capacities required for new opportunities, and also it automates and monitors contractual terms and conditions. It gives us visibility into our employees' skills and helps to optimize resource allocation.
March 24, 2022
Changepoint software review
Used for financials, to track resource allocation by project and reporting. The business problem it addresses is primarily time tracking/expenses to distribute expenses across employees. The process/flow of the software is also very good.
- Resource allocation.
- Reporting on time / expenses.
- Scalable across different projects.
- Some non user friendly features.
- Can be slow at times.
- Not all project management related processes are available.
- Security of information.
- Easy to understand format.
- User friendly.
- Effective communication.
- More efficient processes.