Planview ChangePoint
Planview ChangePoint
About Planview ChangePoint
Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability. Key capabilities include quote-to-cash project lifecycle management, contract definition, forecasting, project budgeting, configurable workflows, project management, task management, skills and expertise-based views, dynamic Gantt charts, revenue recognition, time and expense management, multi-currency and taxation, and interactive dashboards.
Key benefits of Planview ChangePoint
• Manage the end-to-end customer project lifecycle for greater profitability.
• Analyze, track, and forecast opportunities and improve sales effectiveness.
• Forecast project and resource demand for successful, downstream execution.
• Orchestrate key services delivery tasks around a profit-generating lifecycle.
• Maximize resource utilization and allocation and reduce cost overruns and delays.
• Capture hours, billing, revenue, margin, and other business financials.
• Analyze services delivery data without relying on reporting teams.
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Reviews
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- Industry: Computer Software
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Powerful, Adaptive, Complete
Reviewed on 2019/10/15
We have the ability to utilize Changepoint PSA as end-to-end tool from CRM, Opportunties, Projects,...
We have the ability to utilize Changepoint PSA as end-to-end tool from CRM, Opportunties, Projects, and invoicing. Very powerful to have the data contained in one tool.
Pros
The ability to configure Changepoint PSA to your organization is bar none. With that power comes the scalability, reporting, and end-to-end process integrations that support continuous improvement and efficiencies that support your company's overall Vision and Mission.
Cons
The power in configurability is amazing. With this comes an onus on an organization to ensure processes are well understood, standardized, and efficient as part of the implementation. If done in concert, the advantages of Changepoint PSA are tremendous.
Reasons for Choosing Planview ChangePoint
Changepoint offered more configurability, power, and data integration to support our business needs and growth.Switched From
Adobe WorkfrontReasons for Switching to Planview ChangePoint
Configurability and end-to-end process integration- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Changepoint User and Administrator
Reviewed on 2019/10/15
A great feature of the Changepoint PSA system is that administrators have the ability to customize...
A great feature of the Changepoint PSA system is that administrators have the ability to customize the tool, which requires careful oversight, thorough planning, and established processes. Overall the PSA experience has been a positive one, where the support from Changepoint staff has been consistently present, and where the product is continuously improving.
Pros
The software has a strong and robust data structure that can be used for effective reporting, analytics, resource planning, forecasting, project management, and much more. It is essentially a one stop shop PSA offering that includes the ability to customize the product as needed to fit any business need.
Cons
As strong as the data structure is, the user interface and navigation has some room for improvement. Although this is a current need, the Product Development team has done a great job of involving the customers when looking for improvements to the system and the overall user experience. They are currently addressing this by developing system upgrades and monthly iterative releases.
- Industry: Computer Hardware
- Company size: 10,000+ Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
PSA and PPM Review
Reviewed on 2019/10/15
Not a lot has changed in the 4 years I have worked with the product. There are some exciting things...
Not a lot has changed in the 4 years I have worked with the product. There are some exciting things we would like to use, but challenge is to get managers on board. Changepoint is a slice of the pie, not the whole pie so not interested in doing everything in CP.
Pros
Industry leading. Web-based enables for better integration and visibility. APIs do perform well and need just minor enhancements
Cons
Too many clicks. Needs to be built to handle integrations better so users don't need to ask 100 questions or have to develop new enhancements to remove user error. Integrations will allow less user interaction on administration.
- Industry: Information Technology & Services
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Easy for project management
Reviewed on 2019/10/16
Changepoint is very stable, very reliable tool for managing our Professional Services business and...
Changepoint is very stable, very reliable tool for managing our Professional Services business and was by far the best PSA tool for our business. Overall Changepoint has made a very positive impact on our service delivery and provides the reporting to better manage our KPI's.
Pros
Changepoint provides a signle tool to capture, track, approve and invoice out our services as well as mange resource assignments and demand for our customer projects. Reporting is excellent and provides many options to get data.
Cons
Changepoint is easy to use but is challenging to customize for specific business requirements (not opened source). Custom integrations such as Outlook or Concur can be difficult to deploy due to data challenges. User interface is not intuitive for non experts of the software but is improving with the 2020 release.
- Industry: Accounting
- Company size: 10,000+ Employees
- Used for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
PS Review
Reviewed on 2019/10/15
Originally we had 2 major issues to solve as a company. How much time we were spending on a...
Originally we had 2 major issues to solve as a company. How much time we were spending on a project and the availability or capacity of our internal resources? Changepoint provides us the time tracking functionality and once we mature we will have resource management to help better understand our resource strengths and capacity.
Pros
The tool is extremely powerful, we like the ability to be able to use different modules as we continue to learn the tool. Time tracking and resource management are most important to us at the time of choosing the tool. We are very excited about the new analytics and reporting coming out as well.
Cons
The initial set up of the software can be confusing for example the set up of roles when internally we aren't organized the same way. Internally we struggle with roles but this did force us to understand the roles and responsibilities needed for the success of using the tool.
Planview ChangePoint FAQs
Below are some frequently asked questions for Planview ChangePoint.Q. What type of pricing plans does Planview ChangePoint offer?
Planview ChangePoint offers the following pricing plans:
- Free Trial: Not Available
Please contact Planview for pricing details.
Q. Who are the typical users of Planview ChangePoint?
Planview ChangePoint has the following typical customers:
51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Planview ChangePoint support?
Planview ChangePoint supports the following languages:
English
Q. Does Planview ChangePoint support mobile devices?
Planview ChangePoint supports the following devices:
Q. What other apps does Planview ChangePoint integrate with?
We do not have any information about what integrations Planview ChangePoint has
Q. What level of support does Planview ChangePoint offer?
Planview ChangePoint offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support
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