Planview Changepoint

HB-it consulting is a Planview partner for more than 10 years.

We can provide services as:

Software Reseller
Solution Architect and Project Manager
Support Center
Administrator
Specialised services for installations, system configuration, building Cognos reports, iForms, integrations, etc

Power the quote-to-cash lifecycle

Planview Changepoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability.

Whether you are searching for Professional Services Automation (PSA), Services Resource Planning (SRP) or New Product Development (NPD), the solution is still the same. Changepoint PSA software allows you to effectively manage all aspects of your services organization.

Changepoint’s integrated PSA solution provides complete project financial management, including total operational visibility, more consistent and reliable data, streamlined invoicing and in-depth financial reporting, allowing financial executives the ability to maintain top-line revenues with bottom-line profitability.

Project Management

Build project planning

Plan and delegate work in one place.
Manage tasks, subtasks, assignments, workflows, and calendars.
Build a better way of working with your team.
Drive demand and capacity.
Track and assess productivity and growth through resource management and reporting.

Financial Management

Keep costs and revenue under control

Consolidate cost and revenue by project, contract and customers.
Keep track on all costs (time, expense, product) billable or not billable.
Manage invoices easely with contract and actual data.
Drive financial integrity.
Manage amounts in any currency.

Contract Management

Manage in one place all contracts information

Define billing details and methods.
Manage invoices.
Define fixed fee schedule.
Recognize revenue.

Customer Lifecycle Management

Clear, end-to-end view that drives financially successful customer-facing projects

Projects and contracts are created on customers.
Manage customer statuses.
Manage customer contacts.
Consolidate data by customer or group.

KPIs and Dashboards

Easily access all your data

Increase communication.
Improves productivity, accuracy and timeliness.
Improves decision-making and efficiency within organization.
Identifying potential problems early, when you still have time to act on them.
Cost efficiency.
Customer focus.

Opportunity Management

Improve opportunity transformation in contracts

Follow Up all your opportunities in one place.
Budget cost and revenue to evaluate potential margin.
Anticipate resource demand.

Workflow Management

Define simple to complex workflows

Define approval process.
Automatic action.
Automatic emails.
Automatic workflow progress triggered on field value or date.

Resource Management

Easily manage capacity and demand management

Eliminates the danger of overbooking, avoiding unnecessary delays.
Allows managers use less resources more efficiently.
Makes project planning more transparent and helps avoid miscommunications.
Helps you spot problems early on and sort them out with time to spare.
Gives a more complete picture of how projects are progressin.

HB-IT Consulting helps your company

work with an official Planview partner

Let's talk!