Planview to Participate in Technology Services World Conference

Press Release   •   May 01, 2014 07:00 EDT

Professional services expert to speak on panel session about how to select a PSA solution


Planview® is exhibiting and participating in a panel session at the Technology Services World 2014 Best Practices conference taking place May 5–7 in Santa Clara, Calif. During the session, the panelists will discuss the main criteria for choosing a Professional Services Automation (PSA) solution. According to the conference organizer – The Technology Services Industry Association (TSIA) – PSA is a top technology inquiry topic from its members across professional services, education services, managed services and more.


“Key Criteria for Selecting a PSA Solution”


  • Jeff Gebhart, Solution Consultant, Planview
  • John Ragsdale, Vice President, Technology and Social Research, TSIA
  • Al Gray, Vice President, Bentley Systems
  • Keith Drab, Solutions Architect, Changepoint Corporation


Including modules for resource management and project management, PSA is a critical component for companies looking to increase utilization rates and rate realization, while ensuring that customers are satisfied with the services they receive. When shopping for PSA, companies must pay close attention to integration with CRM and ERP to automate quote-to-cash, and consider emerging functionality such as mobility and analytics, which helps differentiate players. In this session, attendees will hear from expert panelists, including TSIA members and partners, about top selection criteria to consider when shopping for PSA. The session will be an open forum for attendees to ask the experts tough questions on selecting, implementing, integrating, adopting, and calculating the ROI for PSA.

Date and Time

Tuesday, May 6, 9:45 a.m. PDT


Santa Clara Convention Center, Santa Clara, Calif.

For more information, visit Technology Services World.

About Planview

Planview enables organizations to get the most out of their resources and achieve their goals. We are the global leader in solutions that optimize resources and work, spanning strategic planning, portfolio and resource management, project collaboration, and enterprise architecture. From small teams to large enterprises, companies in every industry use Planview’s products: Planview Enterprise, Projectplace and Troux. Headquartered in Austin, Texas, our 600 employees worldwide serve more than 1,000 enterprise customers and one million users. For more information, visit