Professional Services Use Case

See how professional services organizations can use Workday Prism Analytics.

Answer key questions by blending CRM, CPQ, project, vendor, scheduling, Workday data, and much more in your own data hub for finance and HR.

Example of a Workday Prism Analytics Professional Services Revenue and Utilization Analysis Dashboard

Questions you can answer.

  • What is the status of our opportunity pipeline?
  • What's the value of our pipeline, and is it sufficient to meet our goals?
  • What is our current and future demand vs. our current and forecasted capacity across location, skills, cost center, and organizational structure?
  • Which projects are the most profitable?
  • Who are our most profitable customers?

Data sources you can ingest.

  • CRM system
  • Resource scheduling system
  • Configure, price, and quote system
  • Vendor management system
  • Project scheduling/collaborative work management
  • External T&E systems 
  • External procurement systems
  • External survey tools/NPS surveys
  • Case/ticketing system

Blended metrics you can generate.

  • Bid-to-win ratio
  • Number of resource types per opportunity
  • Late stage pipeline value, and pipeline/ changes by stage, customer, region, and so on
  • Opportunities with close date +/30 days
  • Number of opportunities with open proposals
  • Average median deal size (value)
  • Resource assessment based on pipeline
  • Actuals to date
  • Unforecasted backlog
  • Forecasted backlog
  • Subcontractor forecast vs. actuals
  • Forecast remaining needs
  • Booking hours demand
  • Project revenue
  • Costs margin
  • Baseline project data
  • Forecasts
  • Write-offs
  • P&L by customer, project, project type/group, service line, and project manager
  • Customer revenue, profit, health, escalations by period, and NPS scores
  • Invoice aging
  • Project status
  • Sales opportunities
  • On-time deliveries, on-budget deliveries