t cht lk simulating the likelihood of closing opportunities on a related estimate and conducting what-if analysis , users can strategically adjust inputs to maximize their chances of success . This capability enables businesses to swiftly approve statements of work and kickstart projects , giving them a competitive edge in the market .
t cht lk simulating the likelihood of closing opportunities on a related estimate and conducting what-if analysis , users can strategically adjust inputs to maximize their chances of success . This capability enables businesses to swiftly approve statements of work and kickstart projects , giving them a competitive edge in the market .
Accelerating accurate and timely estimates
Dan Brown , Dan Brown , Chief Product and
Strategy Officer , Certinia
This release introduces enhancements that enable users to accurately scope projects and easily analyze estimates . With a predefined set of questions specific to each services product in Services CPQ , organizations can achieve seamless connectivity across teams , from sales to finance , resulting in a more cohesive customer experience .
Additionally , Services CPQ offers an estimate overview , allowing the extended team to analyze estimates , identify areas of risk and make informed adjustments . These enhancements will drive more accurate estimates , streamline the review and approval process and increase the speed of quoting , ultimately reducing the time between closing the deal and starting the project .
Every enhancement has been developed to help services organizations drive more certainty in their businesses .
Optimizing resource utilization with efficient staffing decisions
Connecting delivery to project financials
Aligning delivery management with project financials is essential for protecting revenue and profit . Project managers can now monitor the progress of a project compared to the original plan . With insights into scheduling variance , budget utilization and forecasted revenue , project managers can gain a financial perspective of the project ’ s performance .
With the latest work planner enhancements , resource managers can easily view and manage resourcing and scheduling for various types of work , including billable and non-billable tasks . These improvements include the ability to pivot between hours and percentages , as well as new filters for matching resources based on skills and distance .
Updated resource request features allow for better management and visualization of scheduled hours for suggested resources . This enables resource managers to visualize future assignments and consider capacity and scheduling needs at the point of assignment , ultimately leading to scalable and higher quality staffing decisions .
Reduce resource assignment complexity and benchment with resource info at a glance .
With this release , we ’ re also empowering project managers with enhanced control to proactively identify and address any necessary course corrections when there are deviations from the planned delivery . By viewing resources ’ schedules in Gantt charts and overviews of key performance indicators , project managers can easily assess project progress and take prompt action . This reduces the risk of schedule delays , budget overruns and inaccurate revenue forecasts .
In addition , with automated billing event splits , project managers no longer have to worry about reaching a billing cap and halting the billing process .
Instead , they can continue billing up to the cap and split the remaining amount . This eliminates the need for manual intervention , reducing administrative oversight and minimizing the risk of payment interruptions .
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