Planview ChangePointPlanview
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ValueFrameVisma
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Related Products
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About
Planview ChangePoint is a Professional Services Automation (PSA) platform automating the Orders-to-Cash lifecycle for services organizations, from CRM and opportunity management through contract execution, delivery, billing, and revenue recognition in one application.
Key capabilities:
• Engagement management separating financial contract terms from project delivery, supporting Fixed Fee, Time and Materials, and Mixed billing within one engagement
• Resource planning with demand and capacity analysis, skills-based search, and utilization tracking
• Project and program management with multi-level WBS, stage-gate workflows, and earned value analysis
• Time and expense management with configurable approval workflows
• Direct billing and revenue recognition, with multi-currency and multi-jurisdictional support
• Embedded Cognos Analytics reporting across all modules
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About
ValueFrame is enterprise resource planning for expert companies that can be tailored to your needs. With one system, you seamlessly handle your company's customer management, working time tracking, project management, invoicing and reporting. ValueFrame is a versatile enterprise resource planning system that supports your expert business in every step of it. Our solution can be adapted to the needs of both SMEs and large offices. Manage projects, bill accurately and improve your operations with information shared among the entire team. With efficient BI integrations, ValueFrame solves even the most demanding reporting needs. The work of an expert is made easier when all the information can be found in the same place. In ValueFrame, the customer register, sales tools, offer tracking, project management, resourcing, working time tracking, invoicing and reporting are all seamlessly part of one entity.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
For professional services leaders, executive leaders, as well as project and resource managers responsible for successfully overseeing the entire quote-to-cash cycle - meaning anyone who needs to deliver, manage, and oversee each financially successful delivery services delivery engagements from a single integrated solution.
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Audience
Professional services companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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PricingChangepoint 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 Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPlanview
Founded: 1989
United States
www.planview.com/products-solutions/products/changepoint/
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Company InformationVisma
Founded: 1996
Norway
www.valueframe.com
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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Integrations
BI Book
Cognita
EnNovate
LianaCommerce
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
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Integrations
BI Book
Cognita
EnNovate
LianaCommerce
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
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