Leverage Changepoint PSA's customer management capabilities to develop new business and increase penetration into your existing customer base with opportunity management designed for services organizations.

• Marketing campaign management and ROI analysis
• Competitive intelligence and analysis
• Lead & activity tracking
• Opportunity management
• Offline customer, contact and opportunity tracking
• Pipeline forecasting
• Complete customer history tracking
  

Expedite invoicing by tracking all critical engagement details to consistently and accurately accommodate complex billing rules including support for: multi-currency, multiple billing offices (companies), taxation by location, US federal government audit requirements, plus:

• Fee schedules & billing rules
• Time and expense approval rules
• Contract management including change history
  

Through its Portfolio Management functionality, Changepoint PSA addresses the critical need to manage the profitability of engagements through monitoring the ongoing health of key projects.

• Determine which opportunities best leverages the firm's limited resources
• Maximize revenue streams and profitability through opportunity portfolio analysis
• Monitor the health of projects

Flexible project management & budgeting capabilities accommodate your organizations unique requirements from quick project creation to highly detailed project & budget management capabilities.

• Project scheduling
• Task distribution and status
• Complete budget management
• Seamless contractor project & task management
• Track customer satisfaction with event triggered survey generation
  

Leverage comprehensive resource management functionality to maximize utilization and allocation of resources whether internal or external to your organization.

• Resource searching and tracking
• Availability planning and scheduling
• Automated utilization monitoring
• Recruitment management for full-time or contract employees
• Contractor 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.

• Time & expense submission
• Approval workflow
• Compliance reporting
• Integrated contractor time and expense submission & approval workflow
  

Flexible request management enables your staff to provide customers with the most personalized, effective service possible. With Changepoint PSA, support staff can effectively log and track all support requests to ensure that issues are addressed and resolved quickly.

• Call tracking & escalation
• Integrated time tracking
• Generate new opportunities, engagements, projects or tasks directly from approved requests for streamlined, seamless workflow for efficient handling of requests
  

Give your finance department the control required to improve cash flow and accurately report revenues by making it possible to generate accurate and complete invoices in hours, instead of weeks.

• Batch invoice generation, approval and commitment
• Support for multiple revenue recognition methods
• Monitor non-invoiced time and expense data & other key financial metrics
• Track the flow of financial data to back office systems
• Multi-currency, multiple billing office and taxation by location support

Changepoint PSA enables your organization to create a corporate learning community where process, industry or customer-related knowledge is stored and searchable for easy sharing between key stakeholders such as employees, partners and contractors. In addition, customer collaboration is provided through a customizable customer interaction interface to facilitate information sharing, approvals and feedback opportunities.

• Knowledge repositories
• File sharing and collaboration
• Topic subscription and notifications