CA Clarity™ PPM for Professional Services Automation

Pressured to deliver on engagements more quickly, professional services organizations are struggling to optimize their operations to meet the demand. Faced with this challenge, these organizations need to better understand how they do business and address the following:

Better Manage Opportunities. Many services-oriented organizations do not have any
formalized process to track opportunities, resulting in planning that is purely reactive.
  Optimize Resource Utilization. Professional services organizations rely on its people.
Yet not many are met with the continual challenge of assigning resources to engagements
that do optimize their skill set or experience, negatively impacting service and customer
satisfaction levels.
  Improve Visibility. Services-oriented organizations lack the visibility and tools to help
measure performance of their engagements. Without a clear, fact-based understanding on
how well they are executing, the ability to effectively manage current engagements and
ensure timely delivery is severely limited.
  Simplify Time Tracking. Timesheet entry is often complex and viewed as a chore,
leading to inaccurate and often inconsistent time entry resulting in billing delays.
  Integrate Disparate Systems. Most organizations deal with multiple systems or tools to
track resources, schedules, engagements, and timesheets, requiring multiple logins and
  contributing to excessive time on non-billable activities.

The CA Clarity PPM for PSA solution provides services-oriented organizations real-time visibility and control into opportunities, resources, engagements, and financials, helping improve the overall efficiency and quality of services delivered.


Professional Services Processes

Figure A. CA Clarity PPM for PSA streamlines the professional services lifecycle from managing opportunities to delivering on engagements to facilitating billing for services.


The solution supports:

Opportunity Management

This capability ensures that services-oriented organizations have visibility into the opportunity pipeline, resulting in more efficient planning. CA Clarity PPM for PSA enables services-oriented organizations to:
  Capture and evaluate pipeline opportunities that have a high probability of closing
  Recognize potential capacity or engagement overloads before they occur

Delivery Management

Finding the right mix of people and skill set for each engagement, while making informed, fact-based decisions throughout the lifecycle help boost operational efficiency, cut costs, and increase the likelihood of engagement success. CA Clarity PPM for PSA enables services-oriented organizations to:
  Locate and schedule resources with the appropriate skills and experience for an
engagement
  Leverage best-practices through workflows and configurable processes
  Proactively monitor engagement progress in real-time through portlets and dashboards
  Effectively communicate, share knowledge, manage documents, and resolve issues

Billing Management

This capability ensures that services-oriented organizations obtain payments more quickly through easy and accurate resource time tracking and full integration with third-party financial applications. CA Clarity PPM for PSA enables services-oriented organizations to:
  Capture billable hours through timesheets that automatically route to designated approvers
  Support multiple billing and cost rate matrices, multiple currencies for defining, processing,
  invoicing and analyzing transactions
  Integrate with any ERP system

Uniquely comprehensive, extremely configurable, and massively scalable, CA Clarity PPM for PSA has helped world-class companies improve service delivery to boost revenues, increase overall efficiency, and meet the satisfaction of their customers.