Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Planview Changepoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. Changepoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. Changepoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

Description

Effectively align ideas, work requests, and demands with appropriate projects and initiatives, while visually overseeing the portfolio lifecycle, considering various prioritization and roadmap possibilities, and assessing capacity, trade-offs, and additional factors. Balancing resources against demand can prove challenging, particularly when multiple projects vie for a finite array of resources. Planview Daptiv provides both top-down and bottom-up resource planning options aimed at enhancing project results. It serves as a thorough solution for managing projects and programs, tracking tasks, and optimizing the PMO’s delivery and speed to market. Through ongoing collaboration, assess, prioritize, and plan project portfolios effectively. Ensure projects align with strategic goals and track progress using user-friendly tools. Additionally, facilitate quicker and more accurate decision-making with insightful dashboards, comprehensive insights, and advanced analytics capabilities, ultimately driving greater efficiency in project management. This holistic approach empowers teams to navigate complexities and achieve successful outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cognita
EnNovate
IBM Apptio
Jira
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Oracle PeopleSoft
Planview Viz
SAP ERP
SOFTRAX Revenue Management System
Salesforce
ServiceNow
Sugar Sell

Integrations

Cognita
EnNovate
IBM Apptio
Jira
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Oracle PeopleSoft
Planview Viz
SAP ERP
SOFTRAX Revenue Management System
Salesforce
ServiceNow
Sugar Sell

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Planview

Founded

1989

Country

United States

Website

www.planview.com/products-solutions/products/changepoint/

Vendor Details

Company Name

Planview

Founded

1989

Country

United States

Website

www.planview.com/products-solutions/products/daptiv/

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

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