Tufin Scales Professional Services with Planview PSA

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SCP

Tufin Scales Professional Services with Planview PSA

Case study shows how Tufin used Planview Professional Services Automation to gain project visibility, standardize delivery, and improve revenue forecasting.

Published

June 4, 2026

Read time

3 min read

Source

Tufin, a network security policy management provider, faced rapid growth that exposed gaps in project visibility and standardized processes. By implementing Planview Professional Services Automation, the company established repeatable workflows, created reusable project templates, and shifted from end-of-project revenue recognition to milestone-based tracking. The result was improved forecasting accuracy, reduced project risk, and scalable delivery across global professional services teams.

Key takeaways

Implemented Planview PSA to replace ad-hoc project methods with standardized processes

Created reusable templates that reduced delivery time and enabled consistent execution

Shifted revenue recognition to milestone-based tracking for earlier cash flow visibility

Improved forecasting window from 5 weeks to 90 days using real-time project data

Established foundation for future resource planning and customer-facing reporting

Market overview

SCR methodology note

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