PSA & Mobility

For services organizations mobility enables business success with anytime, anywhere access to enterprise applications. The mobile workforce that is empowered with simple solutions to capture and report on business critical data stays ahead of the competition. It is estimated that by 2015, the world's mobile worker population will reach 1.3 billion, representing 37.2% of the total workforce.IDC estimates that by 2015, the world's mobile worker population will reach 1.3 billion, representing 37.2% of the total workforce.1
Does your PSA platform address the needs of your growing mobile workforce and is it keeping pace with their needs?
More and more services, product management and IT professionals rely on mobile solutions to remain connected to their enterprise applications – where they want and when they want. Through the use of mobile devices like smartphones and tablets users have on-demand access to the data, tasks, and approval rights for which they are responsible.
Mobile consultants who track expenses typically want immediate interaction to enter expense information when expenses are incurred. This means that finance departments are no longer waiting days or weeks for project financial data speeding up the order-to-cash cycle.

Advancing Our Mobility Strategy

As part of our “Mobile-first” strategy Changepoint’s  user interface (UI) has been designed to provide users quick and intuitive access to the sections and data that they most regularly reference. Born out of extensive research and planning, we continue to advance our UI based on customer input and ongoing usability studies. Watch this video to learn how a function-rich, enterprise software application can be mobile-friendly.

Who Uses the Changepoint Mobility PSA Software?


  • real-time visibility into portfolio and budget changes
  • view and track performance metrics with easy-access to dashboards
  • ability to interact for approvals and workflow participation

Service Desk

  • manage internal service requests across multiple departments
  • streamline desktop support services

Professional Services Field Staff

  • enter time and status updates
  • enter expenses, create expense reports, and attach receipts
  • participate in workflows

Tablets have become your office on-the-go, replacing the old-fashioned paper portfolios. Executives can access Changepoint data via their tablet for reporting in the form of dashboards, portlets and portals, as well as access for approvals and the ability to participate in workflow. Changepoint users also have access to entity profile information when trying to quickly drill down from a report or portlet or when searching for a key piece of information.

Ease of Connectivity to Changepoint

Changepoint can be accessed through various web browsers via single sign on. The PSA mobile environment features a simple and intuitive user interface, highlighted by a convenient home page menu. Changepoint’s mobile client is implemented easily and requires no additional licensing for existing users.

Ease of Use

Changepoint's professional services automation software provides a consistent and intuitive experience for users, featuring menu tabs that allow for quick navigation between key areas in the application. Information is displayed in a format that is easy to navigate and is native to the browser on the device, making it simple to create, edit and submit data.

Users can enter expenses, attach receipts, and
create expense reports on their mobile device.

A Framework for Customer Lifecycle Management

Changepoint gives services organizations the necessary framework to gain insight into daily operations and drive efficiency across the entire enterprise. Changepoint’s mobile solution provides similar functionality, ensuring that remote resources are able to collect, approve and report on the information and responsibilities for which they are accountable.

Flexible Connectivity

As more and more organizations are moving to a “BYOD to work” approach Changepoint relies on the power of web browser technology to enable connectivity and does not require the installation of a native application. Changepoint users seeking mobile access can use multiple devices, including personal hardware, to remain connected to the data, tools, and processes they require to carry out their duties.

Keith Roberts, Senior Enterprise Systems Analyst, QAD

1. According to the recent forecast from International Data Corporation (IDC)

Learn more about Professional Services Automation Software (PSA).