Planview ChangePoint

RATING:

4.5

(15)

About Planview ChangePoint

Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability. The solution enables PSOs and ESOs to manage the entire customer project lifecycle. Key capabilities include quote-To-cash project lifecycle management, contract definition, forecasting, project budgeting, configurable workflows, project management, task management, skills and expertise-based views, dynamic Gantt charts, revenue recognition, time and expense management, multi-currency and taxation, and interactive dashboards.

Planview ChangePoint Pricing

Please contact Planview for pricing details.

Free trial: 

Not Available

Free version: 

Not Available

Clear, end-to-end view that drives financially successful customer-facing projects

Planview ChangePoint Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4.5

Most Helpful Reviews for Planview ChangePoint

1 - 5 of 15 Reviews

User Profile

Stephen

Verified reviewer

Computer Software, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2019

Powerful, Adaptive, Complete

We have the ability to utilize Changepoint PSA as end-to-end tool from CRM, Opportunties, Projects, and invoicing. Very powerful to have the data contained in one tool.

PROS

The ability to configure Changepoint PSA to your organization is bar none. With that power comes the scalability, reporting, and end-to-end process integrations that support continuous improvement and efficiencies that support your company's overall Vision and Mission.

CONS

The power in configurability is amazing. With this comes an onus on an organization to ensure processes are well understood, standardized, and efficient as part of the implementation. If done in concert, the advantages of Changepoint PSA are tremendous.

Reason for choosing Planview ChangePoint

Configurability and end-to-end process integration

Reasons for switching to Planview ChangePoint

Changepoint offered more configurability, power, and data integration to support our business needs and growth.

Manuel

Management Consulting, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed October 2019

Changepoint User and Administrator

A great feature of the Changepoint PSA system is that administrators have the ability to customize the tool, which requires careful oversight, thorough planning, and established processes. Overall the PSA experience has been a positive one, where the support from Changepoint staff has been consistently present, and where the product is continuously improving.

PROS

The software has a strong and robust data structure that can be used for effective reporting, analytics, resource planning, forecasting, project management, and much more. It is essentially a one stop shop PSA offering that includes the ability to customize the product as needed to fit any business need.

CONS

As strong as the data structure is, the user interface and navigation has some room for improvement. Although this is a current need, the Product Development team has done a great job of involving the customers when looking for improvements to the system and the overall user experience. They are currently addressing this by developing system upgrades and monthly iterative releases.

Penny

Banking, 5,001-10,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

5

Reviewed October 2019

Current Changepoint User

UI is not intuitive. Has many features that my company is not taking advantage of.

PROS

Time Tracking, Project Planning Worksheet

CONS

Resource Scenarios are not fast to produce.

Reason for choosing Planview ChangePoint

Had a relationship with Compuware back then.

Jeff

Information Technology and Services, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2019

Easy for project management

Changepoint is very stable, very reliable tool for managing our Professional Services business and was by far the best PSA tool for our business. Overall Changepoint has made a very positive impact on our service delivery and provides the reporting to better manage our KPI's.

PROS

Changepoint provides a signle tool to capture, track, approve and invoice out our services as well as mange resource assignments and demand for our customer projects. Reporting is excellent and provides many options to get data.

CONS

Changepoint is easy to use but is challenging to customize for specific business requirements (not opened source). Custom integrations such as Outlook or Concur can be difficult to deploy due to data challenges. User interface is not intuitive for non experts of the software but is improving with the 2020 release.

Reason for choosing Planview ChangePoint

Best in class to meet our overall business requirements

Liz

Accounting, 10,000+ employees

Used more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed October 2019

PS Review

Originally we had 2 major issues to solve as a company. How much time we were spending on a project and the availability or capacity of our internal resources? Changepoint provides us the time tracking functionality and once we mature we will have resource management to help better understand our resource strengths and capacity.

PROS

The tool is extremely powerful, we like the ability to be able to use different modules as we continue to learn the tool. Time tracking and resource management are most important to us at the time of choosing the tool. We are very excited about the new analytics and reporting coming out as well.

CONS

The initial set up of the software can be confusing for example the set up of roles when internally we aren't organized the same way. Internally we struggle with roles but this did force us to understand the roles and responsibilities needed for the success of using the tool.

Reason for choosing Planview ChangePoint

We chose Changepoint due to the need to integrate with other products in our environment. Changepoint proved to be the easier product to work with in this area.