CA Clarity™ PPM for Professional Services Automation
Pressured to deliver on engagements more quickly, professional services organizations are struggling to optimize their operations to meet the demand. Faced with this challenge, these organizations need to better understand how they do business to address the following:

  • Better Manage Opportunities
  • Optimize Resource Utilization
  • Improve Visibility
  • Simplify Time Tracking
  • Integrate Disparate Systems

The CA Clarity PPM for PSA solution provides services-oriented organizations real-time visibility and control into opportunities, resources, engagements, and financials, helping improve the overall efficiency and quality of services delivered.


Figure A. CA Clarity PPM for PSA streamlines the professional services lifecycle.


The solution supports:

Opportunity Management
This capability ensures that services-oriented organizations have visibility into the opportunity pipeline, resulting in more efficient planning. CA Clarity PPM for PSA enables services-oriented organizations to:

  • Capture and evaluate pipeline opportunities that have a high probability of closing
  • Recognize potential capacity or engagement overloads before they occur

Delivery Management
Finding the right mix of people and skill set for each engagement, while making informed, fact-based decisions throughout the lifecycle help boost operational efficiency, cut costs, and increase the likelihood of engagement success. CA Clarity PPM for PSA enables services-oriented organizations to:

  • Locate and schedule resources with the appropriate skills and experience for an engagement
  • Leverage best-practices through workflows and configurable processes
  • Proactively monitor engagement progress in real-time through portlets and dashboards
  • Effectively communicate, share knowledge, manage documents, and resolve issues

Billing Management
This capability ensures that services-oriented organizations obtain payments more quickly through easy and accurate resource time tracking and full integration with third-party financial applications. CA Clarity PPM for PSA enables services-oriented organizations to:

  • Capture billable hours through timesheets that automatically route to designated approvers
  • Support multiple billing and cost rate matrices, multiple currencies for defining, processing, invoicing and analyzing transactions
  • Integrate with any ERP system

Uniquely comprehensive, extremely configurable, and massively scalable, CA Clarity PPM for PSA has helped world-class companies improve service delivery to boost revenues, increase overall efficiency, and meet the satisfaction of their customers.