Advanced Projects

The project setup is very flexible and quick. Now, when we get a project, we ask the customer how the invoice should look like, and we set it up in template right away. Like that, we prevent customer complains when they receive the invoice. We also use the activity codes and the price template based on employee categories on task level.

With the resource management features we have a very good overview of who’s doing what. We use our own colour system for both individual and full resource boards. Only project managers, team leads, and me as coordinator can allocate work assignments, but key account managers have access to the board and can easily see who’s available.

We moved from a giant spreadsheet to a sophisticated system that lets us manage projects, people and finances together. It’s been a major change, but it’s gone pretty smoothly. Every staff member now uses it confidently. We finally have visibility. I can see who’s approved what and hold people accountable.

As specialists in Microsoft Dynamics 365, we do not just talk about improved project delivery. We live it. Our team uses Advanced Projects every day. It keeps us close to the product and aligned with project-based businesses

TNP is substantially the largest Business Central partner in the UK. We’re excited by the extent to which Advanced Projects will help us better serve organisations that are in the business of delivering professional services. So much so – that we are in the process of implementing it ourselves!

Elbek & Vejrup create value through IT for our customers and the Advanced Projects solution is a perfect example of this by helping its users to streamline and simplify the administrative work so they can focus on creating profitable business. We have aided many customers to gain significant benefits with the implementation of Advanced Projects.

We use (Progressus) Advanced Projects daily, and I personally think it’s easy to use. Sales invoices are much faster than SL, and timesheets and approvals are pretty simple. I love invoice suggestions; it makes the invoicing process go very quickly. Getting in and out of timesheets and expense sheets are easy, as well as entering the time and expenses. The project wizard used in conjunction with the project/task templates is a game changer. What used to take about 30 minutes now takes just five. There are a few fields I would add to the wizard but still love it. In the past, if the team didn’t have the best notes, or if instructions on project setup weren’t followed, there were errors, which created a lot of clean-up work afterwards, but project entry is now much more accurate. Printing sales invoices is way faster than in SL. Overall, our work is more efficient.

The invoice suggestion is brilliant and completely new to us. We love it.  It’s fantastic compared to what we had before. You just need to go in, get a proposal, and book it. All this in a few clicks. It’s super effective. The invoice specification featuring a diary of all items per day is also a great feature.

The moment I saw the demo it all made sense. It felt like our old system evolved, familiar but much smarter. The Microsoft layout made it intuitive from the start and it offered the sophistication and control we’d be missing. We needed more time to be sure Business Central would meet the finance team’s needs, but I knew straight away that Advanced Projects was right for us.

In SL there were so many reconciliations. In the old billing system, once you sent it out you couldn’t reprint or make changes – you could never go back, or your balance would be off. In BC and (Progressus) Advanced Projects, that’s not the case. By moving to the cloud, we knew that we could be more efficient, and more automated, eliminating manual processes. We are still improving them – we end up finding shortcuts that help all the time. The system is user-friendly and reader-friendly.

The scope of Advanced Projects is significant and very impressive! Its extended functionality exceeds the demanding needs of the customers looking for an ERP/PSA-solution. This far, any request from a customer regarding functionality and what they need it to do –has always been answered with a “yes”.

As a CFO my main focus is quick invoicing for a better cash flow management. It’s all about data discipline. If all relevant project data is properly entered when creating a project, it just takes a minute to generate the invoice when the work is done.  Besides, we issue the invoice the way the customer asked to. The invoice suggestion feature is brilliant. We love it.

Once the consultancy hours get approved, we get a quick estimate of how much we have earned in a month. In a matter of a few clicks, we get a proposal, which we just need to post. The invoice suggestion has thus helped us automate and streamline the whole billing process.

Advanced Projects helped us take a step into the future. We needed a new PSA solution for the future that creates conditions for growth as ONE NORRIQ. A solution enabling integrated processes, process automation and complete access to data for full control over our projects and overall business. A fully integrated “all-in-one” solution was the only way forward.

We are still learning and trying to get our processes down, but I think overall we have seen efficiencies and the more we use it the better it will be. I’ve never had the opportunity to give feedback to our software providers, although I had feedback to give. They are actually listening to my feedback and working on the tweaks that I’ve suggested. It’s great.The new system checks all the boxes for us, and I would be very likely to recommend BC and Progressus Advanced Projects to a colleague.

Compared to the old system we now have a transparent ERP-system with a fantastic controlling environment including business intelligence tools. Having full access to relevant project and resource insights coming from ONE data source, I’ve gained a greater understanding of the business only within a few months.