Professional Services Automation
The PSA solution to meet changing demands.
WHAT YOU CAN DO
Manage the full project lifecycle.
From staffing and project management to billing and financial management, Workday Professional Services Automation (PSA) enables you to support every part of your client-facing project.
With the upcoming release of Workday Services CPQ*, you’ll be able to create accurate and timely services quotes to complete the opportunity-to-cash process.
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Resource management and forecasting
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Project planning
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Project financials
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Project billing
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Projects in Workday Talent Marketplace and career hub
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Expense management
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Time tracking
What Sets Us Apart
Run great projects, from start to finish.
A lot goes into great projects: assigning the right people, managing budgets, and delivering great work on time. Workday Professional Services Automation (PSA) helps you do it all.
A reliable source of insight.
Workday PSA encompasses financial management, Services CPQ, HCM, and planning, giving you insight into upcoming projects, skills needed, talent availability, and cost.
Agility to help you shift gears fast.
Need to create new delivery models, support changing requirements, or meet shifting customer demands? With a flexible foundation from Workday, it’s easy.
Tools to keep talent on top of their game.
Understand which skills you need, match talent to the right projects, upskill workers through suggested learning, and empower them to explore new projects. The result? Your people can do their best work.
Automation that simply gets more done.
We automate your processes—from project billing to many of your core financial tasks—to help you free up time and reduce back-office costs.
“Now our finance managers have more time to perform analytics and report on how our services and projects deliver value. That helps us make the right financial and talent management decisions.”
Chief Financial Officer
Projects, financials, and more.
Gain a holistic view of your staffing needs.
Forecast which resources you need, define roles, and shop for talent in one dashboard.
Accurately analyze profitability.
View financial data from any angle—location, customer, and more. Our professional services automation solution gives you visibility into margins and cost.
Automate project forecasting and budgeting.
Use rules-based costing to predict project cost and compare with revenue forecasts. And as worker roles change, costing is updated for you.
Bill in the way that works for you.
Workday lets you bill for everything from subscription to usage-base, time and materials to fixed-fee, and more. And you can recognize revenue the way you want to.
Accurately track time from anywhere.
Keeping track of time doesn’t have to be a pain. With Workday Time Tracking, you can make time management easy.
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Allow consultants to enter time from any device.
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Enter and approve multiple projects just once.
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Support daily, weekly, and monthly resource forecasts.
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Detect anomalies automatically.
Manage expenses the hassle-free way.
Scan and submit receipts from anywhere.
Scan a receipt in any currency or language and submit it via the Workday mobile app, Slack, or Microsoft® Teams. Machine learning completes any missing details too.
Take care of business on the go.
Create, find, edit, submit, and analyze expenses from anywhere to minimize project overrun.
Manage corporate credit cards.
Easily separate personal charges on a corporate credit card to manage expenses accurately.
See how we get
you live fast.
Ready to talk? Get in touch.
Workday Services CPQ—Important Notice
Our future product content describes announced products that are not yet generally available and contain forward-looking statements for which there are risks, uncertainties, and assumptions. Our description of unreleased services, features, functionality, or enhancements are subject to change at Workday’s discretion and may not be delivered as planned or at all. Workday assumes no obligation for and does not intend to update any such forward-looking statements. Customers who purchase Workday services should make purchase decisions based upon currently available services, features, and functions.