Are these situations familiar
to your organization?
Several projects to manage at once
Your projects take place over long periods of time and involve several phases and milestones. Moreover, many smaller teams contribute to them at the same time.
Advanced invoicing needs
Your invoicing process often includes several rates at the same time depending on the product, project and type of resource involved.
Multiple clients and contracts to track
You have several clients to manage at any given time, some with several contracts at once. As such, it can be difficult to effectively track and manage your various clients and sales.
Complex resource planning
Due to the high number of clients with simultaneous contracts, it can be hard to maximize the capacity of your resources. This means it can be difficult to make necessary adjustments and react quickly in case of unforeseen circumstances.
Improve control of your projects
Improve project control by benefitting from real-time visibility on the progress and budgets of your projects. Timesheets are integrated to projects and task planning, allowing you to maximize the utilization of your resources as well as your billable hours.
Accelerate your invoicing cycle
Manage complex invoicing requirements and benefit from customizable invoice templates with an advanced invoicing module. The detail of worked hours becomes available as soon as time is entered into timesheets, allowing you to generate invoices more quickly.
Improve efficiency across your firm
Maximize the productivity of your resources in their daily tasks by integrating the various components of your system. Users then have access to all their tools from a single source, which also reduces the risk of coding errors, repeated manual entries, and double entries.
Facilitate access to information
The integration to Microsoft 365 facilitates the management and sharing of files and documents in the cloud thanks to SharePoint. Client information and communications are centralized and can be accessed easily with customizable dashboards and reports for quick decisions.
Optimize your processes
Standardize various processes across your organization to facilitate the daily tasks of your personnel. Facilitate the management of your sales pipeline and automate various processes, for example by automatically opening mandates as soon as the contract is signed, to increase efficiency.
Increase customer loyalty
Ensure all your employees have the necessary data on hand to offer efficient, personalized service. They will be able to better track service requests, cases and renewals. By offering outstanding customer service, you stand out from your competitors and cement client loyalty to your firm.
for all users
The integration of projects to finances offers real-time visibility on project health, productivity levels, and profitability by project, client or department. Various metrics and key performance indicators also make it possible to review financial and operational data efficiently.
Invoicing requirements and cost allocations to clients and projects are automated, reducing the number of manual entries, double entries, and coding errors. Your invoicing cycle is also accelerated, which decreases the risk of write-offs and bad debt.
The integration between Dynamics 365 and Microsoft 365 accelerates business development and facilitates the management of the sales pipeline. The sales team can focus on improving their performance thanks to better access to opportunities, contracts, proposals, and renewals, centralized directly within their Outlook inbox.
Project managers can easily approve employee timesheets, while the resource planning module lets them optimize resource utilization and billable hours. Complex projects can be managed thanks to multicompany, interdepartment and multicurrency functionalities, while detailed reports improve project follow-ups for timely delivery.
Our team of experts is available to answer your questions and show you how a business management solution for IT firms can help you meet your daily challenges.