Optimize Services Delivery to Drive Profitability

Professional, embedded, and managed services organizations need to maximize their margins because that’s what their business is, and we understand that. Changepoint’s enterprise-focused, pure-play Services Automation solution helps your team maximize margins by connecting, automating, and accelerating your services organization to streamline the services engagement lifecycle and simplify complex business needs.


Who Uses Changepoint Services Automation?

Successfully managing the entire quote-to-cash cycle requires a single, integrated solution for delivering, managing, and overseeing each engagement. Changepoint SA simplifies and streamlines services delivery for the entire organization.

Gain real-time visibility across all engagements so they can make better and more timely decisions to improve financial opportunity. Having an integrated SA solution lets you leverage your breadth of tools to improve processes resulting in greater data integrity and solution adoption.

Business Values

  • Project profitability, billable utilization, and margin
  • Operational efficiency
  • Revenue and cost management
  • Stakeholder satisfaction


  • Financial management and revenue recognition
  • Reports and dashboards
  • Intelligent automated workflows
  • Integrated Changepoint analytics

Gain greater financial visibility, operational effectiveness, and control to ensure consistent and profitable delivery results and improved decision-making credibility. Have complete assurance in the accuracy and consistency of critical data over the entire lifecycle to provide reliable transparent financial information to stakeholders.

Business Values

  • Revenue and cash flow management
  • Operational efficiency and business continuity
  • Controls and data integrity


  • Lifecycle management
  • Financial management and revenue recognition
  • Reports and dashboards
  • Private cloud or on-premises distribution models

Exceed client expectations by getting the right skills on the right projects and delivering services on time and under budget. Increase the efficiency and effectiveness of real-time, resource-based assignment decision-making, resulting in better engagement, improved resource utilization, greater customer satisfaction, and improved revenue and profitability.

Business Values

  • On-time and on-budget project delivery
  • Project status and actuals
  • Resource staffing and utilization


  • Resource management
  • Project management
  • Business analytics

What Changepoint Delivers

Icon1-Eliminate manual processes and tools

Eliminate Manual Processes and Tools

Automate all of your manual services organizations business needs in a single solution to manage services delivery.

Icon2-Improve visibility into financial _ operational data

Improve Visibility into Financial and Operational Data

Embedded analytics powered by IBM Watson provide drill-through dashboards with visibility across the entire services engagement lifecycle.

Maximize resource utilization

Maximize Resource Utilization

View and manage your entire resource pool and backlog to maximize resource allocation across engagements to drive profitability.

Staff projects with the right skills

Staff Projects with the Right Skills

Assign the right resources with the right skill sets to projects to ensure overall project and customer success.

Icon5-Forecast sales opportunities

Forecast Sales Opportunities

With CRM integration, track new opportunities, attach services and resources to opportunities, and track and measure the success of the engagement.

Drive profitability

Drive Profitability

Streamline efficiencies, ensure projects and resource activities are delivered within margins, and gain real-time financial data for better decision-making and greater profitability.

Changepoint Helps Circle Software with Global Services Delivery

Circle Software’s business was growing fast. They needed additional people to support their project roadmap. Soon, the influx of new consultants simply could not be scheduled on a planning board or in Outlook. Circle Software needed a new and strong planning and resource system that could  be linked to a financial system. Changepoint SA aligned the project approaches of  three different consulting groups with instant insight into the workload of the complete workforce for the next four to six months with the push of a button.

Power and Flexibility

“Changepoint supports us in the optimization of our primary business process aimed at implementing and delivering projects to our customers globally.”

MARTIN VAN CRUCHTEN   |   Manager of Operations, Circle Software

Take proud ownership of the quote-to-cash cycle with real-time visibility into financials, resources, and engagements.

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