Professional Services
It’s all about people and time.
Resource planning is crucial to optimise the utilisation of your resources to meet your customer commitments. Allocating the appropriate personnel with the necessary qualifications is only possible with comprehensive insight.
Time is the essence of the revenue stream. If you don’t capture it, it won’t be invoiced. If the description is not value-added, clients may be less likely to pay for it. If it’s not submitted in time, it will impact your cash flow and reporting. It’s the DNA of your business. However, it can be a mental burden for your employees. To overcome this, the time entry process should be as easy and pleasant as possible.
Invoicing is a time-consuming process. It should be easy, but the number of entries as well as the need to conform to the invoicing model and specifications agreed upon with the client, can make it challenging.
Looking for new ways to scale your professional services business?
Quick and easy project setup in less than a minute. With a user-friendly step-by-step guide, you are enabled a quick and consistent setup in a few clicks.
By using pre-defined templates, you ensure correctly created projects. Consistent setup with high quality data.
Project creation as simple as ABC, done by anyone. Creating a project is normally time-consuming because there’re several things that need to be considered such as task structure, pricing, posting, and invoicing set up. This usually requires support from the Finance team even when they should be able to focus on their core responsibilities.
Start managing your projects with the quote phase for full control over project backlog and forecast. Complete project life cycle from quote to closeout.
Straightforward overview of both workload and availability for optimal resource utilisation. Get an insight to know which resources are unutilised resulting in increased profitability.
Secure the adequate resources needed for your projects. More successful projects with a direct impact on your customer satisfaction.
Collaborative resource planning up to date with interactive drag & drop functionality. Only ONE resource planning that is correctly updated and reflects your weekly planning. Create the conditions for the easiest possible time reporting by updating timesheets with work assignments. Send those to Outlook calendar as part of your employees’ daily working tool.
Having your resource management integrated with your business application helps you obtain real-time resource forecasts, making it easier to plan and allocate resources.
Easy time capture when the work is done with automatically created time records. Whether working on long-term assignments, or on multiple short time tasks in parallel, the easier the time is captured and registered, the less time entries will be missed. Easily enter expenses by taking a photo of the receipt with your phone.
Use the start/stop time tracker or update your timesheet in a click with booked assignments. Enter time directly in Outlook to submit what you have been working on. Receive an email with the current timesheet status for quick and effortless review and submission. Free up time for more value-added tasks, and thus, to billable client work.
Make use of pre-defined descriptions and description rules for consistency and quality assurance, while minimising the time required to create value-adding texts.
Transform your most inefficient process and free up resources for billable customer work.
Fully integrated with the Finance Accounting. Stop worrying about quality issues because of the large number of Time & Material entries that you need to control and adjust before billing.
Different invoicing methods aren’t a challenge anymore. If invoicing at Fixed price -whether based on payment plans, milestones, or project progress, make use of a structured and easy-to-use process that meets the required tailored features.
Professional invoices for an easy and on-time accounts payable process. Use invoice layouts and specification templates so that you can easily group, (sub)total, and specify the invoices to meet your customers’ requirements.
Calculate WIP and post it to GL in a click for correct income statement. Also take advantage of a detailed WIP report for full audit trail.
Imagine having full access to detailed and trustful data from ONE source. Working with different systems or even with bridging Excel spreadsheets means that your data is spread all over. This makes it very difficult to have an overall view, identify risks, and take corrective measures if needed.
Multiple on-demand drill-down data visualisation options for better analysis and reporting of your overall project and resource performance. Get as many dashboards as you need to get full business insights thanks to flexible Power BI reports.
| Projects Profitability Forecast Budget comparisons … |
Resources Forecast Performance Timesheet status … |
