Improved Service Delivery with Greater Project Visibility

Professional service organizations are faced with a chess game of moving pieces. This game involves planning for ongoing client demands, staffing and training new resources, and maximizing billables — all while managing and fulfilling customer expectations. Efficient staff utilization is critical to ensuring the right resources are on the right projects at the right times. Highly skilled, well-paid employees in high demand must be effectively utilized, regardless of fluctuating market conditions — and sometimes, overnight.

“79 percent of the best-in-class professional services firms had the capability to allocate resources during the proposal phase, ensuring that required resources will be available throughout the project.”

Aberdeen Group

Remaining profitable requires accurate estimates of your projects and services, meeting project milestones, and ensuring deliverables meet customer needs and expectations. In short, you must maintain complete visibility throughout all phases of a project to track costs and revenue. This is where Dynamics 365 for Professional Services becomes invaluable. The solution is designed to streamline end-to-end project execution, track project progress in 100% real time, monitor and automate financials, and drive absolute efficiency through the project lifecycle.

Expertise in Hitting Your Milestones

ArcherPoint, Inc. understands your challenges in running a project-driven professional services organization. We put technology to work to help you find the perfect balance of staff utilization, client satisfaction, and optimization of resources. We help you factor in pricing to keep your offerings competitive while maintaining excellent service levels and relationships with your clients.

Our strategic team accomplishes this by tailoring Dynamics 365 for Professional Services. The solution is built on the Microsoft platform with Business Central at the core, enabling you to collaborate more effectively to find, win, and keep business. You’ll also be able to efficiently manage and account for client engagements, and attract and retain great talent.

Optimize Your Processes & Overcome Challenges

ArcherPoint, Inc. leverages Dynamics 365 for Professional Services to help you increase your productivity and profitability. Dynamics unites your marketing, sales, accounting, and human resources departments by offering them one platform and solution, streamlining collaboration.

Optimize and automate your processes, transform products and digital offerings to engage customers and build relationships, and get valuable data insights to drive your business forward with one customized solution. The solution capabilities are robust.

1. Simplify Project Estimation

Rapidly and accurately estimate project scope and costs. Leverage benchmarked costs, requirements, timeframes, qualifications, and headcount from your previous projects to streamline initial steps and simplify estimations.

2. Automate Status Tracking

With a glance at the project dashboard, you get an overview of project milestones and employee timesheets. Benefit from 100% real-time updates on project status, expenditure, and risks. Utilize this information to keep your project on budget and on track and proactively mitigate issues before they disrupt key milestones.

3. Streamline Prospect Discovery

Make the most of your resources by identifying the most profitable prospects, and avoid using your efforts on less profitable assignments. Dynamics 365 assists you in identifying lucrative prospects and aligning this with your resource availability, optimizing your sales forecasting and demand planning initiatives.

4. Enhance Project Visibility

The solution keeps all vital information visible so you are up-to-date with the latest project costs and deliverables. Seamlessly track from the first sale to the final invoice — leverage cost, resource, and time tracking to inform future projects and boost profit margins.

5. Maximize Resources & Boost Profitability

Streamline project management, maximize resources, and enhance profitability with one enterprise resource planning (ERP) solution for professional services. Allocate resources during the initial proposal phase. Monitor and manage project costs, revenue, resources, labor, inventory, and third-party services. Compare estimated costs with your budget and actual costs. Do all this tracking and managing with one tailored business solution. 

Get the Most of the Solution with ArcherPoint, Inc.

ArcherPoint, Inc. has decades of experience assisting professional service organizations in simplifying project management and boosting profits. By leveraging Dynamics 365, we offer you:

  • An integrated, customizable solution: With an integrated, one-platform solution, you can manage daily tasks with automation, simplify decision-making through real-time reporting, and keep your projects moving forward. 
  • Excellent resource management: Your project managers can prioritize the successful completion of projects rather than focus time and resources on redundant, labor-intensive, data-driven practices. 
  • Seamless management and operations: With one solution and project dashboard, all vested parties can view data in real-time without effort, see completion levels, and keep everything on track without hassle. 

Amplify Your Professional Services with Dynamics 365

ArcherPoint, Inc. has extensive experience helping organizations tailor ERP solutions to maximize profits and simplify processes. Connect with us to discuss your requirements. Contact us online or call 1-866-343-4517.