PSA Horizon Series Episode 1: Intake Management

Welcome to the Planisware Enterprise for Professional Services Automation demo series! In Episode 1, Michael and Joe dive into the intake process for a new opportunity.

Michael approaches Joe with an exciting new opportunity, prompting them to collaborate on building a winning proposal. They discuss resource planning, emphasizing caution with data input due to past typos impacting forecasts. Excitingly, they reveal the automation of bi-directional communication with Salesforce https://player.vimeo.com/video/834223856 , ensuring accurate data retrieval without room for errors.

They explore the project plan, discussing the inclusion of BI Integration using activity libraries, streamlining the process without starting from scratch.

Resource allocation becomes effortless with benchmarking and algorithm-based demand forecasting, tailored to project requirements. They discuss resource capacity and identify bottlenecks, strategically simulating timelines and leveraging new hires to alleviate constraints.

Видео PSA Horizon Series Episode 1: Intake Management канала Planisware