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Professional Services

Designed for Professional Service Organizations, the Professional Services ERP Solution automates the capture, management, analysis, and reporting of client and project-related information.

Streamlined functionality provides a comprehensive solution that addresses the unique financial project management needs for the Professional Services industry.

Improve Efficiency
Professional services companies face a number of challenges: connecting internal team members, clients, and external partners, running a streamlined operation, maximizing customer satisfaction, and constantly increasing the efficiency of your services and internal processes. The Professional Services ERP Solution can help you gain better control of your internal processes and improve your ability to take advantage of new business opportunities.

Stay Informed
A flexible, end-to-end solution designed specifically for project-based organizations, Professional Services can help you gain critical insight into company and project management data by integrating traditionally disconnected financial, resource, and intellectual capital management systems. Gather and analyze data by using tools such as a centralized dashboard that consolidates key performance and financial data to help you stay informed and manage your business—and provides the ability to customize every aspect of the system and make changes easily to meet your business needs.

Enhance Quality
The Professional Services ERP Solution helps you proactively and efficiently manage project teams to avoid cost overruns and allocation issues. Your project teams can benefit from reusable templates and automated business processes and a collaboration environment that helps your company enhance quality and accelerate work, and push mission-critical information to the frontline of your organization. The Professional Services ERP Solution can help you better manage your team’s time and energy to achieve company goals through an integrated collaboration environment and centralized access to important company intellectual capital?all with an easy-to-use Web-based interface.

Manage and improve your business proactively
Gain critical insight into your company’s financial, resource, intellectual capital, and project management data.

Flexible tools such as planning and reporting work breakdown structures (WBS) conform to the way your company works by allowing you to assign resources, establish billing rules and revenue recognition, and report at any level of detail necessary, including company, business unit, client, brand, product, project, sub-project, task, and sub-task. And you can easily layer information to allow both high-level (executive summary) and drill-down (detail) views of enterprise information.

The solution also allows you to gather and analyze valuable external insight into your business processes. For example, you can tailor a flexible, centralized dashboard to meet your specific information needs and easily administer secure, Web-based surveys for planning, post-project analyses, and corporate scorecard feedback. To better manage the allocation of resources, you can also view and analyze human and material resources across the enterprise to avoid over- and under-allocations, analyze and identify potential opportunities, and identify and address company and process bottlenecks. In addition, the solution lets you leverage your past experiences to identify evolving trends and core competencies.

Integrate key business systems and information
With the Professional Services ERP Solution, you can connect disparate systems to integrate data and streamline company and project-related processes and totally integrate with the general ledger, purchasing, and receivables to automatically post client invoices and vendor expenses. As a result you can reduce duplicate efforts, improve accuracy, and increase employee productivity.

With role-based access to information, your employees and management team always have access to the information they need to do their jobs. For example, Professional Services can analyze financial data so that you can maintain tight control over costs and shorten billing cycle time by tracking financial transactions within and between different departments and subsidiaries, to provide you with an accurate overview of revenue and cost flows.

With Professional Services all of your critical business information and services are in one place, including lists (such as client contacts and vendors), links to critical Web sites, and other enterprise applications. This consolidation helps you to better manage users’ access rights and increase employee productivity by reducing the time spent searching disparate systems for critical information.

Manage your team’s time and energy efficiently
Avoid project cost overruns, conflicts, and allocation issues. Professional Services allows you to proactively manage project teams by viewing and analyzing proposed team member availability and workloads before booking projects. It also lets you create reusable templates and business processes from historical data to accelerate project startup.
Easily capture notes associated with any sub-projects, tasks, or documents while the project is in progress and archive them with the project for future use. By capturing, storing, and managing valuable intellectual capital in a central location, your company can reduce the loss of such capital due to employee attrition.

Enhance quality and accelerate the pace of work with easy-to-facilitate team collaboration. Web-based Document and Meeting Workspaces help team members, clients, and partners work together more efficiently. Full bi-directional integration with Microsoft Office 2003 Professional Edition and Microsoft Project 2003 Professional offers both increased team collaboration and ease of use.

The solution also helps you make critical company, client, and project information accessible to your frontline employees anywhere in the world through a Web-based enterprise portal regardless of the source of the information (such as project management systems and sites, enterprise resource planning (ERP) systems, and HR applications).

Integrated Business Modules:

• Financial Management
  
• Supply Chain Management
  
• Inventory
  
• Management
  
• Manufacturing
  
• Master Planning
  
• CRM
  
• Project
  
• Accounting
  
• Human Resources
  
• Business Analysis
  
• Enterprise Web Portal