Professional Services Automation

PROFESSIONAL SERVICES AUTOMATION

The PSA solution to meet changing demands.

Screenshot of consulting services dashboard showing project portfolio health and a consulting invoice analysis scatter graph.
Screenshot of worker assignments dashboard showing a list of project managers.

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.

Our PSA solution encompasses financial management, 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.

IDC Report: Enabling Fluid Professional Services Delivery

WHAT YOU CAN DO

Manage the full project lifecycle.

From staffing and project management to billing and financial management, Workday PSA enables you to support every part of your client-facing project. And do it all in a single system.

KEY CAPABILITIES
  • Project and resource management
  • Project financials
  • Project billing
  • Projects in Talent Marketplace and Career Hub
  • Expense management
  • Time tracking

“Thanks to Workday, we can see the precise amount of margin and make business decisions based on this information.”

Screenshot of financial summary dashboard showing project spend by type, project revenue for time, and project time blocks by role.

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.

View financial data from any angle – location, customer and more. Our professional services automation solution gives you visibility into margins and cost.

Use rules-based costing to predict project cost and compare with revenue forecasts. And as worker roles change, costing is updated for you.

Workday lets you bill for everything from subscription, usage-base, time and materials, fixed-fee and more. And you can recognise revenue the way you want to. 

Screenshot of time off request on a mobile device showing selected PTO days in September.

Accurately track time from anywhere.

Keeping track of time doesn’t have to be a pain. With time tracking from Workday, you can make time management easy.

  • Allow consultants to enter time from any device.
  • Enter and approve multiple projects just once.
  • Support daily, weekly and monthly resource forecasts.
  • Detect anomalies automatically.
Mobile screenshot of expense report dashboard on a mobile device showing expenses from various dates.

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 analyse expenses from anywhere to minimise project overrun.

Manage corporate credit cards.

Easily separate personal charges on a corporate credit card to manage expenses more accurately.


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