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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
WebEVM efficiently processes accounting and project management data, whether for a single project or numerous projects spanning a decade, in mere minutes instead of the traditional hours or days. This allows users to minimize the time spent on data collection and turbulence, enabling them to focus on analyzing information across a broader array of projects, which can be planned and scheduled for extensive periods. EVM practitioners can now easily handle a steady influx of data from various sources, streamlining their workflow. With a dedicated focus on real-world challenges and business processes, WebEVM leverages innovative technology to enhance the entire earned value lifecycle management. Developed by experts in the field, it caters specifically to the needs of EVM professionals. Furthermore, WebEVM serves as a business-to-business integration of earned value, effectively connecting all stakeholders involved in project management, including consultants, partners, suppliers, customers, and team members, ensuring seamless collaboration throughout the project lifecycle. This holistic approach fosters a comprehensive understanding of project performance and encourages proactive decision-making.
API Access
Has API
API Access
Has API
Integrations
Cognita
EnNovate
Microsoft Dynamics 365
Microsoft Excel
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell
Integrations
Cognita
EnNovate
Microsoft Dynamics 365
Microsoft Excel
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell
Pricing Details
Changepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
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
DecisionEdge
Country
United States
Website
www.decisionedge.com/cloud-earned-value-management-software/index.asp
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