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Managing Performance & Profitability
Changepoint PSA provides total visibility into the performance of your services organization from detailed analyses of the performance of engagements, projects and customers to higher level views of workgroups, the sales pipeline, engagements, project portfolios and financial projections. This visibility is available through the automation and integration of core business processes using Changepoint PSA.
:: Management Portal :: Customer Radar :: Business Intelligence
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Management Portal |

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Changepoint PSA's configurable Management Portal enables the consolidation of business critical information from Changepoint PSA, as well as other critical business systems. This provides management with the ability to monitor all key business metrics through a single dashboard view of operations.
- Configure the portal to meet individual requirements using standard and user defined portlets created by Changepoint PSA's flexible reporting tool
- Monitor key business metrics tracked in critical business systems other than Changepoint PSA
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Customer Radar |

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Key customer information is consolidated into Customer Radar reports highlighting new opportunities, current project status and financial history. Management gains a comprehensive view that enables services organizations to enhance customer satisfaction, loyalty, grow revenues and improve profitability of engagements
- View by industry, sales region or account status
- At-a-glance financial information including revenue, current receivables, gross margin, opportunities
- Visibility into number of active projects and customer satisfaction ratings
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Business Intelligence |

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Changepoint PSA's Business Intelligence Framework delivers unparalleled performance analysis and Business Activity Monitoring (BAM) for services organizations through its flexible reporting tool, configurable management portal and customizable e-mail notifications to alert management of key operational events requiring immediate attention.
- Achieve real-time views into operations through standard & customizable reports
- Integrated OLAP capabilities offer advanced analysis
- Receive e-mail notifications and alerts to monitor when performance thresholds are exceeded
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