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What is Planview ChangePoint?

Planview ChangePoint streamlines professional services automation for businesses focused on service delivery, enabling them to enhance profitability and shorten the quote-to-cash cycle. ChangePoint Services Automation (SA) serves as a comprehensive software solution that manages the complete engagement lifecycle, encompassing Professional, Managed, or Embedded services. This innovative application promotes the smooth coordination of projects and engagements by pinpointing service opportunities, overseeing contract and project management, handling invoicing, and facilitating revenue recognition. Consequently, it leads to improved financial oversight, strategic business planning, and accelerated revenue expansion. Essential customer information is organized in a coherent manner, allowing you to monitor key contacts to ensure timely communication when necessary. By evaluating critical KPIs, you can quickly determine the vitality of your customer lifecycle. Furthermore, with a thorough understanding of every facet of the customer journey, you can effectively seize every financial opportunity that arises. Such insights empower service-first businesses to thrive in a competitive landscape.

What is Ordway?

Ordway serves as a sophisticated platform for bill management and revenue automation tailored to support business growth. This solution streamlines the processes of product pricing, invoicing, and payment collection, while also ensuring proper revenue recognition. Designed specifically for small businesses, the cloud-based service removes the need for manual interventions in the areas of revenue recognition and accounts receivable. Positioned between an accounting system and a customer relationship management (CRM) tool, it offers flexible templates to accommodate various customer needs, such as handling multiple contracts, unique terms, and diverse charges. Additionally, the platform is capable of producing precise revenue schedules and allows finance teams to develop customized revenue recognition templates. With automated billing functionalities, it sends out monthly invoices that cover all active and newly onboarded customers. Furthermore, the platform's integration with existing systems is seamless, causing minimal disruption to engineering teams through the use of REST API-first technology, ultimately enhancing operational efficiency. This comprehensive approach ensures that businesses can focus more on growth while relying on Ordway to manage their billing and revenue processes effectively.

Media

Media

Integrations Supported

Salesforce
5X
Blotout
Cognita
EnNovate
HiBob Finance Suite
HubiFi
Meltano
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
PeakCommerce
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Scispot
Sugar Sell

Integrations Supported

Salesforce
5X
Blotout
Cognita
EnNovate
HiBob Finance Suite
HubiFi
Meltano
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
PeakCommerce
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Scispot
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Changepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
Free Version
Free Trial Offered?

Pricing Information

Contact for quote
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/changepoint/

Company Facts

Organization Name

Ordway

Date Founded

2018

Company Location

United States

Company Website

www.ordwaylabs.com

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Billing and Provisioning

Billing & Invoicing
Carrier Access Billing
Contract Management
Customer Accounts
Customizable Billing
Flexible Rate Tables
Internet
Order Management
Post-Paid Systems
Pre-Paid Systems
Provisioning
Rating
Self Service Portal
Service Order System
VoIP

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

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