Professional Services Automation

Streamline professional services – from bid to billing

Workday Professional Services Automation (PSA) supports the complete billable projects life cycle – all within a single, unified solution delivered in the cloud.

Workday Professional Services software hero

View a P&L showing actuals and budgets and flag favourable and unfavourable variances for your services cost centre. Understand revenue by customer, project, employee, and more.

Assess project portfolio health without spending hours sifting through project status reports. Get real-time insight into projects requiring action, with configurable metrics and indicator thresholds.

Stay on top of unstaffed billable positions – to keep projects on track and avoid revenue leakage. Access resource demand and open positions to quickly and easily staff projects.

Capture utilisation in real time, to provide immediate visibility to over- and underutilised resources. Gain the insight needed to manage resource assignments, capture revenue, and maintain target margin.

How High Performance PSOs Manage Talent and Optimise Project Delivery
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How Leading PSOs Harness Talent and Grow Margins
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Workday Professional Services Automation
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Manage the full workforce life cycle in one system

Workday Human Capital Management (HCM) streamlines workflows for the recruiting, staffing, development, and retention of your most valuable resource – your people.

  • Use data from Workday HCM to staff contingent or full-time talent based on skills, competencies, job profile, past project performance, and more.
  • Enable superior portfolio and project planning with demand forecasting and utilisation reports.
  • Find the right talent for your project at the right time – with full visibility into employee availability.
  • Arm recruiters, resource managers, and project managers with a single source of the truth in the cloud, including mobile project management, time and expense tracking, and approvals.
  • Improve the retention and progression of your high-potential employees with Workday career and development planning.

Optimise your workforce with predictive talent insights

Talent retention is crucial for today’s competitive, fast-paced billable services organisations. Stay ahead of the curve with predictive talent insights.

  • Minimise ongoing recruiting and onboarding costs by retaining and promoting your organisation’s best and brightest talent.
  • Harness big data and machine learning to predict overall workforce attrition and identify high performers at risk.
  • Take specific actions recommended by Workday to retain your key staff resources.

Staff projects quickly and easily with advanced resource forecasting and management

Enable resource managers to define their desired role, and then shop for talent within or outside of their organisation.

  • Stay on top of project budget and resource needs with weekly project-level resource forecasts.
  • Utilise employee profiles from Workday HCM to staff projects based on internal or contingent employee skill inventories, competencies, past project performance, and more.
  • Use dynamic resource pools to automate resource sourcing and assignment.
  • Easily link unstaffed job openings to job requisitions for external fulfilment.
  • Quickly compare workers for a project by experience, qualifications, location, and costing rate.
  • Staff teams with available, qualified employees and account for employees on PTO or leave of absence, or assigned to another project.

Synchronise operations and project engagement

Optimise project delivery, resource utilisation, financial operations, metrics, and reporting with a single, unified PSA system for all billable resources and operational workers.

  • Enhance visibility and decision-making with unified services resource planning (SRP) including HCM, financial management, time tracking, expense management, project billing, revenue recognition, and reporting and analytics.
  • Drive greater project efficiency and alignment by ensuring that all employees operate from a single source of truth in the cloud.
  • Facilitate project costing and accounting at the project, phase, or task level to get a complete picture of project costs.
  • Build and manage project budgets using native resource forecasts.
  • Deliver key insights and metrics to consultants travelling to client work sites, managers overseeing global teams, and executives in the boardroom – on their device of choice, in real time.

Meet the demands of a mobile workforce

Equip your global, mobile workforce with project management, time tracking, and expense entry capabilities.

  • Provide anytime, anywhere access to time sheets for all employees using a mobile device.
  • Capture expense receipts on a mobile device, enabling a faster, more efficient reimbursement cycle.
  • View always-updated information on a project’s progress, time cost, and spend, as well as the project plan, resource plan, and associated risks.
  • Manage a project while on the road, making edits to project progress, altering start and end dates, marking tasks as complete, communicating with your team, and more.

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