Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.
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Service Autopilot
Score 8.0 out of 10
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Service Autopilot, from BACKTELL in Richardson, is a business operations management system for small home services businesses.
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Pricing
Planview ChangePoint
Service Autopilot
Editions & Modules
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No answers on this topic
Offerings
Pricing Offerings
Planview ChangePoint
Service Autopilot
Free Trial
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No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Planview ChangePoint
Service Autopilot
Features
Planview ChangePoint
Service Autopilot
Project Management
Comparison of Project Management features of Product A and Product B
Changepoint is well-suited for consulting firms and other companies that charge clients for their time and have a need for significant project-management capabilities along with reporting and invoicing. It is not well-suited for companies that want a more basic solution to time reporting and expense reimbursement. The key questions to ask during the selection process revolve around this basic question: how are you going to use this software? Though it has a lot of functionality, the learning curve is steep and basic functionality is not as easy as one would expect.
Service AutoPilot is a fantastic system for client service tracking and scheduling. While there are a few features and details I would personally like to see changed or added, the ultimate purpose of the system is well executed, fairly simple to use, and easy to understand. My recommendation would be to add more specific details such as canceled or closed clients and closed/canceled service history on active clients to remain permanently.
There are lots of reporting options. Once you figure out how to work the parameters of a report, the system is able to provide detailed and accurate compilations of data. There are also many custom reports than can be setup, as well. In my experience, we have told Changepoint PSA administrators what kind of report we were needed and they set it up for us, available in a 'custom reports' folder.
You can have several things open at once -- 'portals'. These are up at the top of the screen, much like how Google Chrome has tabs at the top. This is useful.
The site could become slow with high volumes of traffic. This may have been due to the way that our infrastructure was setup.
Analytic reporting was not available in the version that we used. We created external reports to slice and dice the data and view it as the business demanded.
when closing/canceling a service completely from a clients account it would be nice to still have the history to see what they had done in the past incase they change their mind later and wish to continue the service
cancel/closed client historys would also be nice as if someone sold their home, it would be nice to be able to see what was done on that property prior to inform new owners, etc.
Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.
Service Autopilot has a versatile set of features that we use across all facets of our business. We use it for history tracking on clients properties, notes specific to the service and/or the client, as well as pricing details
The system predates me as I was not working for the company when the solution was chosen - I understand this may have been an 'overpromise, underdeliver' scenario. However, we are now moving towards replacing it with Supportworks - and having seen Supportworks in action I genuinely cannot wait to switch from Changepoint and move on...
We use the two systems collaboratively. Both systems offer different features which we use bits and pieces of what we need from each to make the system work for our needs.
Our ability to maintain a global IS Scorecard helped us to maintain a focus on completing projects on time and within budget.
Having a single instance of Changepoint with projects aligned to specific portfolios helps senior management to maintain a focus on the investment of IS resources. It is foundational to our governance processes.
