Our professional services bundle provides your services business with the tools you need to manage your resources. Manage staffing, connect to HR and financial data, gain insight into project-level economics and gain greater control over your finances - all contained in a single platform.
OnPlan offers a unique set of tools to help your Professional Services organization succeed. Improve forecasts, plan headcounts, connect to your CRM, and report on various metrics on the fly.
Manage your financials, including your operating expenses, headcount planning, and payroll, at every stage. OnPlan will provide visibility into the actual costs attached to each project so that you never lose sight of your profitability.
Use the Revenue Forecasting App to break down revenue by your current clients while accounting for any churn and potential clients factoring in existing resource capacity.
Integrate data from your existing HR solution and gain insight into resource allocation, capacity, billable utilization rates and road map visibility, so you can make data-driven decisions against targets.
The OnPlan Financial statement Reporting App does it all: create WIP, project level status, project profitability and budget vs actual reports or custom industry reports for an automated, streamlined look into your business.
Other key features your Professional Services company can benefit from:
Updating scenarios in minutes
Create new scenarios and conduct 'what if?" analysis reports on the fly. For example, understand the effects of a more aggressive marketing strategy instantly.Tailored dashboards
Create custom personalized dashboards that track your utilization rates, headcount movement, profitability, capacity requirement and other key metrics.Streamlined Budget vs. Actuals
Spend less time on updating actuals manually. Easily highlight differences in budget vs. actuals for project planning and estimations.The same Excel/Google Sheet syntax
OnPlan offers the best of both worlds by extending what Excel/Google Sheets can do without sacrificing the formula language we are accustomed to.Learn how OnPlan gives your model superpowers.
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