Manage Service Engagements

Ensure on-time, on-budget projects

Gain end-to-end, real-time visibility into the customer lifecycle from opportunity management and service delivery to invoicing and customer fulfillment.

Manage Services Engagements

Once an opportunity has been secured, Changepoint provides a structure to make sure projects are completed on time and on budget.

The structure that ensures projects are completed on time and on budget

  • Project Portfolio Management: Provides a view of work performance by portfolios such as key customers, product lines, and delivery groups
  • Project Management: Track the ongoing health and status of projects tied to a services engagement

  • Resource Management: Assign and track internal and external resources more effectively

  • Time and Expense Management: Streamline time and expense workflow to ensure submissions are made and approved on time, every time, while eliminating redundant data entry that leads to costly human errors and leaked billable time and expenses

  • Mobility: Access real-time project, resource, and product data on tablets and smartphones. Enter time and status updates, enter expense line items, and reports as well as including attachments, and participate in workflows.

  • Budgeting, Invoicing, and Revenue Recognition: Flexible billing options, complete with sophisticated currency and tax-handling requirements, plus audit support, help you expedite invoicing, improve cash flow, and report revenues consistently and accurately. Integrated budgeting at every stage of the customer lifecycle, improves financial management of projects and engagements.

  • Comprehensive Business Analytics: Embedded advanced business analytics provide a new level of insight into operational performance through real-time access to role-based dashboards highlighting key metrics such as revenue, cost, and margin to measure operational success.

What’s hot at Changepoint?

PSA with Changepoint

Improve business processes with automation. The result? Great efficiency and profitability.

Find out more >

Secrets of Smart Service Leaders

Say that five times fast and then check out what PSA heaven looks like.

Take a look >

Transform Your Company

Quick infographic on how PSA can transform how you do business.

Show me >