PROFESSIONAL SERVICES AUTOMATION
Manage your people, projects, and profits in one place.
Discover how Workday Professional Services Automation can optimize project management and deliver successful project outcomes.
WHAT YOU CAN DO
Manage the full project lifecycle.
From staffing and project management to billing and financial management, Workday Professional Services Automation (PSA) enables you to support every part of your client-facing project.
With the upcoming release of Workday Services CPQ*, you’ll be able to create accurate and timely services quotes to complete the opportunity-to-cash process.
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Configure, price, and quote services
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Project planning
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Project financials
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Project billing
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Projects in Workday Talent Marketplace and career hub
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Expense management
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Time tracking
What Sets Us Apart
Harness the power of your talent.
Deliver the best services experience for your team and your clients.
Tools to keep talent on top of their game.
Identify needed skills, match talent to projects, upskill with suggested learning, and empower workers to explore new projects. The result? Your people doing their best work.
Fill open positions on the fly.
Get instant visibility into candidate pipelines and temporary resource availability to match project needs in real time.
Gain a holistic view of your staffing needs.
Forecast which resources you need, define roles, and shop for talent in one dashboard.
Automation that simply gets more done.
We automate your processes—from project billing to many of your core financial tasks—to help you free up time and reduce back-office costs.
“When we switched to Workday, we never heard from customers again about project billing errors. It’s really hard to make mistakes when your HCM data and your finance data are together. It’s just phenomenal to have this combination of Workday HCM, Financial Management, and PSA all together.”
—John Bax, CFO, OneSource Virtual, Inc.
Real-time insights for financial management.
A reliable source of insight.
Workday PSA encompasses financial management, Services CPQ, HCM, and planning, giving you insight into upcoming projects, skills needed, talent availability, and cost.
Accurately analyze profitability.
View financial data from any angle—location, customer, and more. Our professional services automation solution gives you visibility into margins and cost.
Automate project forecasting and budgeting.
Use rules-based costing to predict project cost and compare with revenue forecasts. And as worker roles change, costing is updated for you.
Bill your way.
Workday lets you bill for subscriptions, usage, time and materials, fixed fees, and more—all while recognizing revenue your way.
Manage time off and expenses from anywhere.
Tracking time doesn’t have to be a pain. Workday streamlines the process for your entire workforce and boosts productivity.
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Allow consultants to enter time from any device.
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Enter and approve multiple projects just once.
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Support daily, weekly, and monthly resource forecasts.
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Detect anomalies automatically.
Easily adapt to new business models.
Scan and submit receipts from anywhere.
Scan a receipt in any currency or language and submit it via the Workday mobile app, Slack, or Microsoft® Teams. Machine learning completes any missing details too.
Agility to help you shift gears fast.
Need to create new delivery models, support changing requirements, or meet shifting customer demands? With a flexible foundation from Workday, it’s easy.
Manage corporate credit cards.
Easily separate personal charges on a corporate credit card to manage expenses accurately. With Workday PSA, it's a breeze.
See how we help you succeed.