Planview Changepoint

Features

Customer Lifecycle Management

• support desk capability to manage customer issues, defects and requests, with client self-service and request initiation through a client portal
• a complete view of every customer interaction (e.g. current opportunities, projects underway and open support desk items)
• integrated survey management, for a more effective and timely feedback loop
  • Personalized, customer-specific surveys (based on the type of interaction and the resources involved)
  • Integrate surveys into your business process (at any time during the customer life cycle) to ensure more timely and actionable feedback
  • Dashboard visibility into survey results (by survey, by customer, or by employee)
  • Leverage survey for both internal and external feedback
• more effective product planning
  • Leverage our client portal to accept feature requests and allow customers to participate in product management-driven product roadmaps

Project Financial Management

• fully integrated invoicing and revenue recognition capability for faster order-to-cash cycles, more accurate invoices and clear visibility into revenue recognition
• extensive financial reporting and dashboards, for forecasting, margin reporting and portfolio health
• complete support for multi-jurisdictional taxation and multi-currency support
• integration with your financial application package.

Resource Management

• end-to-end opportunity management with the ability to define resource requirements and other expense items
• automated workflow to ensure your standard sales methodology is followed so that you can drive business processes and provide visibility at every stage of the pipeline
• interactive tools to evaluate different sales scenarios to assess financial and resource impact
• automated and standardized pipeline reporting
• detailed forecasts of resource requirements and estimated margins
• improved competition tracking and analysis
• consolidated customer interaction
• bi-directional integration with Salesforce.com

Services Delivery

• Engagement management:

• • billing rates and rules, revenue recognition policies, multi-jurisdictional taxation and multi-currency support

• Project management:

  • native support for detailed work breakdown structure, project templates, budgeting and bi-directional integration with Microsoft Project

• Configurable workflow, allowing you to automate your delivery methodology, ensuring your competitive advantage remains intact and your customers get a consistent experience

• Integrated time and expense management

• Project portfolio management

• Extensive resource management

  • resource availability visibility
  • workload management
  • resource calendar management
  • hard and soft bookings
  • resource request management
  • resource search capabilities
  • contractor management
  • resource capacity planning

• Knowledge management

• Performance metric systems - allowing you to measure individuals and teams against key business metrics