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One system for client-facing projects.

With Workday Professional Services Automation (PSA), you can support every part of your project – from staffing and project management to billing and financial management.

Create winning teams and deliver great work.

Use a single system to manage resources, projects, and financial data.

Build the right teams for projects and empower your people to shine.

Grow margin by end-to-end operational and financial management.

Put the right people on the right projects.

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

Get more done by doing less.

  • Pull data from Salesforce® and other CRMs into Workday to analyse 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.

 

 

Agile project financial management.

  • Meet new and old revenue recognition standards with dual reporting and scenario modelling.
  • Support various billing plans, including usage-based, subscription, time and materials, fixed-fee, prepaid, milestone, and more.
  • Budget/forecast project P&L and staffing in a variety of ways.
  • Provide project costing including labour, expenses, supplier invoices, and allocation.
  • Aggregate, report, and analyse project financials from a variety of dimensions.

Go mobile and global.

  • Enter time and expenses from any device and support project time transfer and approval en masse.
  • Support multi-jurisdiction taxation to reduce errors and manual adjustments.
  • View live data on project progress, including time, spend, resource demand, and financials.
  • Edit project progress and timeline, and communicate with your team on the go.