Feature Sheet

Changepoint Intelligent Forms’ content automation is seamlessly embedded across Changepoint’s pure-play professional services automation (PSA) solution. This content automation digitally transforms your services organization’s business process complexity into automated, intelligence-driven, easy-to-use processes throughout the entire services engagement lifecycle.

Changepoint Intelligent Forms fully aligns your vital business systems to streamline the data capture of your organization’s key business metrics. This content automation improves data integrity and transforms data into any preferred business output. Intelligent Forms allow your business systems to interact and do all the heavy lifting, which eliminates cumbersome, error-prone processes and drives efficiency and productivity.

Changepoint Intelligent FormsStreamline complex business processes and accelerate time-to-revenue with content automation

With Changepoint Intelligent Forms your services organization can:

Automate and simplify complex processes: Replace manual processes and disparate tools with easy-to-use, end-user-driven process experiences, increasing efficiency and providing a more consistent level of service delivery.

Transform data into business artifacts: Capture and leverage existing data from both Changepoint PSA and your business systems, then transform the data into any preferred business input and output (web forms/business artifacts: PDF, Microsoft Word, PowerPoint, and Excel).

Accelerate your time-to-revenue: Built-in process use cases, and the ability to configure your own Intelligent Forms allow your organization to efficiently automate any process across the services engagement lifecycle—speeding up time-to-revenue.

3rd Party Data

Internal Data

PDF

Reports & Webforms

Microsoft Office™

Built-in services organization use cases

With over 20 years of providing PSA to services organizations worldwide, Changepoint identified the most desired automation use cases and incorporated these templated processes into Changepoint PSA. Supported by enterprise features, Changepoint Intelligent Forms automate, standardize, and simplify your complex processes—resulting in heightened efficiency and better business outcomes for your services organization.

www.changepoint.com

Changepoint is a pure-play professional services automation (PSA) solution for global enterprise services organizations that powers the entire services engagement lifecycle. Changepoint PSA allows services leaders to better manage their organization by providing real-time visibility into financials, resources, and engagements through robust integrations with your existing enterprise CRM and ERP systems—resulting in increased productivity, operational visibility, and greater profitability.

About Changepoint Corporation: Changepoint provides Program and Portfolio Management, Enterprise Architecture, and Professional Services Automation solutions that transform business by giving executives, management, and teams new ways to collaborate, align investments, and drive digital transformation and business growth. Our global customers transform chaos into order with solutions that help teams prioritize initiatives and get the job done. Whether you’re managing a portfolio of projects, engagements, or applications, Changepoint helps you gain visibility, mitigate risk, and accelerate capacity and velocity in today’s changing business landscape.

Use cases

Features

Outcomes

Customer online

generated project requests

Create and distribute a

project status report to

stakeholders

Create and generate a business proposal

Automate an official

Statement of Work for signature

Monitor customer

project risk

Increase productivity and

operational efficiency with

timely and accurate

information

Gain interactive, guided

experiences to enable a more

consistent level of service delivery

Increase user adoption

with an enhanced,

simple, intuitive user experience

Reduce resource costs

and effort of building custom

interfaces, improving ROI

Reduce quote-to-cash duration and

improve time-to-revenue

with standard form templates

Branded to your company

Offline and save capabilities

Document outputs in Microsoft Word, Excel, PowerPoint, and PDF formats

User-driven process experience with an intuitive User Interface (UI)

Business rules and validations simplify data entry

Multiple entity records can be created or upded in a single process

Ability to create your own templates