Professional Services Automation

Effective projects from start to finish.

Workday Professional Services Automation (PSA) supports the complete project lifecycle, from staffing and project management, to billing and financial management.

Workday Professional Services software hero

View real-time financial KPIs.

Evaluate project portfolio health and identify key risks.

Analyze billing and invoicing schedule and amount.

Forecast staffing based on resource demand.

SPI Research: How Collaborative Solutions Improved Planning and Execution with Workday PSA
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Put the right people on the right projects.

  • Define roles and find internal and external talent through advanced search.
  • Get a holistic view of your staffing needs in a central resource management dashboard.
  • Track consultants’ projects history, feedback, skills, and cost to optimize staffing.
  • Allow consultants to view current assignments and upcoming opportunities, and select work based on their interests.
  • Use machine learning to predict attrition, identify at-risk performers, and act proactively.

Get more done by doing less.

  • Pull data from Salesforce® and other CRMs into Workday to analyze opportunity projects and streamline quote-to-cash.
  • Plan, staff, track, budget, and forecast with real-time data, and eliminate reconciliation.
  • Combine project activities into one financial and workforce plan.
  • Strengthen control with always-on auditing and configurable workflows.
  • Speed up collaboration with contextual chat.

 

 

Project billing on your terms.

  • Meet new and old revenue recognition standards with dual reporting and scenario modeling.
  • Support various billing plans, including usage-based, subscription, time and materials, fixed-fee, prepaid, milestone, and more.
  • Develop project budgets using top-down and bottom-up approaches.
  • Support intercompany transfer pricing, transfer projects, and ad hoc transactions.
  • Aggregate, report, and analyze project financials from a variety of dimensions.

Go mobile and global.

  • Enter and approve time and expenses from anywhere.
  • Support multijurisdiction taxation to reduce errors and manual adjustments.
  • View live data on project progress, including time, spend, resource demand, and financials.
  • Edit project progress, timeline, and communicate with your team on the go.