Professional Services Automation (PSA) Software
Manage people, projects and profits together
Discover how Workday Professional Services Automation can optimise project management and deliver successful project outcomes.
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.
Workday Services CPQ* helps you create accurate and timely service quotes to complete the opportunity-to-cash process.
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Configure, price, and quote services
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Project planning
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Project financials
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Project billing
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Resource management
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Expense management
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Time tracking
What Sets Us Apart
Harness the power of your talent
Deliver the best services experience for your team and your clients.
Tools to keep talent on top of their game
Identify needed skills, match talent to projects, upskill with suggested learning and empower workers to explore new projects. The result? Your people doing their best work.
Fill open positions on the fly
Get instant visibility into candidate pipelines and temporary resource availability to match project needs in real time.
Gain a holistic view of your staffing needs
Forecast which resources you need, define roles and shop for talent in one dashboard.
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.
“The use of consultants is a niche part of our business. We use Workday PSA to bring consultants into one consolidated view. This gives us visibility into their skillsets to keep hiring key talent and make sure their skills are retained.”
– VP for Global HRIS
Real-time insights for financial management
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.
Accurately analyse 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 your way
Workday lets you bill for subscriptions, usage, time and materials, fixed fees and more – all while recognising revenue your way.
Manage time off and expenses from anywhere
Tracking time doesn’t have to be a pain. Workday streamlines the process for your entire workforce and boosts productivity.
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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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AI-powered expense risk reporting.
Easily adapt to new business models
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.
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.
Manage corporate credit cards
Easily separate personal charges on a corporate credit card to manage expenses accurately. With Workday PSA, it's a breeze.
FAQs.
What is professional services automation (PSA) software, and how does Workday PSA differ from other PSA solutions?
Professional services automation (PSA) software helps services firms manage the full opportunity-to-cash lifecycle: quoting, resourcing, project delivery, time and expenses, billing and revenue recognition.
Workday Professional Services Automation is built on the same platform as Workday Human Capital Management and Workday Financial Management, so people, project and financial data sit on a single data model. Niche PSA tools and broad ERPs typically integrate these functions from separate systems; Workday brings them together on one platform.
What core capabilities does Workday Professional Services Automation include (project management, resource management, billing, time and expenses, CPQ, financials)?
Workday PSA covers the project lifecycle in one platform:
Workday Projects for planning and execution
Workday Resource Management for skills-based staffing
Workday Project Billing for invoicing and revenue recognition
Workday Time Tracking and Workday Expenses for capture
Workday Services CPQ, the only services-specific configure, price, quote solution on the market, for services quoting linked to downstream delivery
How does Workday PSA integrate with Workday HCM and Workday Financial Management for a single system of record?
Workday PSA runs on the same platform as Workday Human Capital Management and Workday Financial Management. Worker, skills, project, contract and financial data live in one system, which reduces the need for point-to-point integrations between HR, finance and project systems.
Time entered by a consultant flows through to the project, then to invoicing and revenue recognition. Project managers gain real-time visibility into budget versus actual, and AI-powered recommendations help match the right talent, with the right bill rates, to the right engagements.
Is Workday PSA GDPR-compliant, and what data protection controls does Workday provide for UK customers?
Workday's data protection programme is designed to meet UK GDPR and EU GDPR requirements. Workday operates under Binding Corporate Rules, and Workday's Data Protection Officer engages with the UK Information Commissioner's Office and the Irish Data Protection Commission where required.
Independent audits and certifications, data residency options and technical controls, including encryption in transit and at rest and role-based access, are described on the Workday Trust Center. UK customers should review the Trust Center and Workday's data processing terms for their specific obligations.
Timelines vary by scope. Workday's deployment approach follows four phases: Plan, Architect and Configure, Test, and Deploy, followed by post-production support.
For mid-sized UK firms, Launch Express packages typically target 10 to 24 weeks: for example, a Financials-first deployment in 10 to 14 weeks, or a combined HCM and Financials deployment in 20 to 24 weeks. Larger enterprises follow the Your Way methodology with phased rollouts.
Are there UK case studies or customer success stories showing Workday PSA in action for professional services firms?
Yes. Bishop Fleming, a top-30 UK chartered accountancy firm headquartered in Exeter with offices across Bristol, Birmingham, Bath and the South West, is a joint Workday Services CPQ and Workday PSA customer, and was named a finalist for the Workday Future Ready Award at Workday Rising EMEA.
Capita has used Workday to transform hiring across its professional services workforce.
What third-party integrations and Marketplace apps are available for Workday PSA in the UK?
Workday PSA connects to CRM, payroll and specialist services tools through Workday Marketplace, the Workday Financial Management Connector for Salesforce, and pre-built APIs. Workday Services CPQ integrates with CRM systems to keep opportunity data in sync, and firms can extend PSA with partner apps for contingent worker management, project forecasting and billing workflow automation, including via Workday Extend.
UK customers can also use Workday Marketplace payroll partners for global services delivery.
How does Workday PSA use AI?
Workday PSA uses AI, powered by Workday Illuminate, to help services firms optimise workforce and project delivery. Examples include AI-powered resource recommendations that match people to projects based on skills and availability, anomaly detection in project financials, and forecasting to support pipeline and staffing decisions. Because Workday PSA shares one platform and data model with Workday HCM and Workday Financial Management, AI runs on trusted, governed data.
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