Opportunity Management

& Resource Forecasting

Make sure your organization can deliver

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

Opportunity Management & Resource Forecasting

Before committing to an engagement, you need to make certain your organization can deliver. Changepoint provides a structured process for analyzing, tracking, and forecasting client opportunities and their requirements. It combines three key disciplines with dashboard reporting to better manage opportunities.

The perfect combination of three key disciplines with dashboard reporting

  • Pipeline Management: Changepoint provides a view, including pipeline forecasting and profitability analysis, into all service opportunities

  • Resource Forecasting: The comprehensive resource management functionality of Changepoint incorporates resource forecasting at the pipeline stage and comprehensive demand and capacity management, ensuring you have the right resources at the right time should the opportunity close
  • Engagement Management: Changepoint allows your services organization to define, automate, and track all critical contract details to ensure invoicing runs smoothly, including fee schedules and billing rules, time and expense rules, and other contractual obligations

What’s hot at Changepoint?

Resource Management

Get the right people working on the right project at the right time.

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Changepoint PSA

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