Deliver profitable and predictable projects
Today’s Professional Services Organisations don’t just operate against a backdrop of unprecedented change and complexity – you’re right in the middle of it: increasing competition, automation, new regulations, heightened customer expectations, micro-services, expert talent shortages, new technologies…
All of which are very real and are having immediate effects on the day-to-day abilities of your teams to deliver on your services and business objectives.
People are at the heart of your organisation – it’s the very essence of what makes you successful. From the experts delivering services, all the way through to the back-office teams who support them and drive your organisations efficiency, productivity and profitability – as a technology solution partner ourselves, we understand this value.
PSOs – boardroom challenges
Delivering consistent experiences – every stage in each client relationship.
Increasing utilisation rates – managing the people at the very heart of your professional services operations.
Empowering employees – working smarter, streamlining and accelerating project execution and firm operations.
Making informed decisions – accessing data and KPIs to get the latest information you need, when you need it.
Limiting the brain drain impact – capturing and retaining knowledge and relationships with employee churn.
Predicting results – getting the right team of experts on the right projects at the right time.
Profitable projects – identifying concerns before they become problems and taking early corrective action.
Growing new business win rates – ensure that the transition from opportunity to sale is aligned.
PSOs – your needs
Successful PSOs know that the challenge is delivering projects and services flawlessly, on time and within budget, coupled with financial transparency.
Using Microsoft Dynamics 365 to transform your PSO
Gain an understanding of the Dynamics 365 proposition for Professional Services Organisations and how you can:
Empower teams by enhancing productivity to deliver on-time, under budget client engagements
Increase profitability by maximising resource utilisation
Deepen client engagement by providing relationship transparency and intelligence to make the right decisions at the right time
Optimise growth by instilling a culture of informed decision-making focused on firm profitability
Boost sales and improve service
Manage the sales process from start to finish, and deliver exceptional service with a connected view of customers and service operations.
Make better decisions for growth
Leverage data to improve decision-making on where to grow sales, and how to grow profitability.
Drive more business
Convert more opportunities and grow with existing clients, by enabling data transparency to enhance decision making.
Increase financial visibility
Accelerate financial close, chart financial performance in real time, and improve forecast accuracy while maintaining compliance and security.
Deliver projects on time and under budget
Plan and monitor your projects with real-time metrics on resources, profitability, tasks, and progress.
Align your business and processes
Identify and quickly respond to new opportunities. Allocate the right resources at the right time to deliver projects on time and within budget to ensure profitability for every project.
ERP for Professional Services Organisations
PSOs need a fully integrated, software solution that encompass your end-to-end critical processes
Often, the tools that services business have developed now hinder
their ability to act with agility and insight.
The good news is, there’s never been a better time to replace an
enterprise resource planning (ERP) or customer relationship
management (CRM) solution, in the industry.
Download our guide to understand the benefits that Microsoft Dynamics 365 can deliver.