Professional Services Automation
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.
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 optimize 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 analyze 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 modeling.
- 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 labor, expenses, supplier invoices, and allocation.
- Aggregate, report, and analyze 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 multijurisdiction 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.