Planview AdaptiveWork vs. Infor Professional Services Automation (PSA)

Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.

The Infor Professional Services Automation (PSA) suite is a flexible tool designed for effective project portfolio management, allowing organizations to monitor and manage client projects with ease. It incorporates a range of components such as personnel, processes, technologies, and financial factors, providing businesses with improved visibility and centralized management over client bids, sales proposals, as well as billable and non-billable project activities, which enhances the efficiency of resource allocation. Featuring a user-friendly interface, Infor PSA provides project managers with the essential tools needed to control costs, resources, and timelines, thereby optimizing delivery effectiveness and allowing users to work within their existing systems without requiring extensive setup. Furthermore, by synchronizing critical project financial data with major accounting systems, the Infor PSA suite enables professional services firms to achieve better margin management and a more coherent flow of information, ultimately refining their entire portfolio of client projects for increased success. This extensive functionality ensures that organizations can swiftly adapt to evolving project requirements while upholding a high standard of service delivery, fostering an environment of continuous improvement and excellence. Additionally, as firms leverage these capabilities, they position themselves strategically to capitalize on future opportunities and challenges in the marketplace.