Workday Professional Services Automation

Workday Professional Services Automation (PSA) automates the Opportunity to Cash process. It links directly to HCM and ERP data like skills, resource availability, project margins, billing and staff utilization, and is designed to match the right talent to the right project at the right time. This eliminates siloed systems, reducing manual, error-prone work, and preventing revenue leakage.

Workday Services CPQ (Configure, Price, Quote) integrates with the user's CRM system to track project opportunities as they progress and automatically creates customer facing quotes, contracts and project resourcing plans, reducing several manual steps in the Sales to Service handoff and jumpstarting projects as soon as they are sold.

Built with an adaptable architecture, Workday PSA supports flexible project management, finance, accounting, and HR processes on one platform, so as to allow for quick adaptation to business changes with "on the fly" reporting.