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.
August 09, 2019
Changepoint - Software with a Purpose
Changepoint is used by our company to track resources by project by hours billed to that project. In addition to tracking resource allocation by project, it is also used for expense reporting that gets billed to the customer, such as airline, rental car, hotel and per diem. It has been a very good tool to work with once you figure out the different bells and whistles it offers. The process flow for the tool is very efficient. Turn around time on time reporting and expense reporting is one week. Checks are auto deposited almost immediately.
- It handles resource time reporting very efficiently.
- It handles expense reporting in a very fluid manner.
- Overall, easy to work with.
- Changepoint will time out every now and then. You may not realize it, but your data entry has not been saved and then you close out of the application and come back in and your work is gone.
- Changepoint will remember / store previous projects that have been billed to. Once the project closes, it still brings back the project so over time, your screen gets crowded.
- Changepoint requires a VPN from remote locations which can pose a problem for frequent travelers. Few, if any, hotels offer a secure wifi and thus connecting to Changepoint can have its challenges
- I am a PM, so I do not know, nor can I speak to ROI.
Changepoint was selected for its cost and what it can do. I was not involved in the decision to purchase Changepoint, but it appears to be a good decision.
April 17, 2018
Not great!
We are a UK-based consulting organization that provides IT services to some 90 pharma companies across the globe. Changepoint solution is used to capture and manage incoming IT demand from our customers - from the initial, early stage of the request and through its maturity, to the point when the request becomes an active project, until its full delivery.
- Changepoint provides flexibility in terms of the workflow process, allowing a good degree of customization
- The actions are time-stamped, and whilst Changepoint does not alert the users when things are about to expire, it does provide a timeline
- It is flexible in regards to the type of information we look to capture on each request
- Changepoint can be rather buggy and 'clunky'
- If the system is idle, it logs out the users far too quickly, resulting in wasted time as well as duplication of efforts
- It is not the most intuitive or user-friendly solution
- The system time-stamps actions which is useful
- It is expensive for the quality of experience it provides
- It is *relatively* reliable in terms of the information management and archiving
- Regular re-typing and other similar duplication of efforts on a large scale can become rather costly to the organization
The system predates me as I was not working for the company when the solution was chosen - I understand this may have been an 'overpromise, underdeliver' scenario. However, we are now moving towards replacing it with Supportworks - and having seen Supportworks in action I genuinely cannot wait to switch from Changepoint and move on...