As a professional consulting company, you solve problems for your clients every day. Whether you’re troubleshooting complex IT issues, offering advice on financial investments or providing custom business solutions for a niche industry, your own business process is one of a kind.
You might think a highly customized software solution is the only way to truly manage such specialized services. But that doesn’t mean you have to pay exorbitant fees for a highly complex system.
What you really need is a fully integrated solution that is flexible enough to adapt to changing needs, yet centralized enough to track the intricacies of your unique business. The combined power of Microsoft’s business applications for consulting companies can provide just the right fit. With Microsoft software solutions for professional services you can:
- Manage finances and operations, keeping tabs on profitability with Microsoft Dynamics 365 ERP
- See what’s in the pipeline, manage resources and track the status of projects with Microsoft Dynamics 365 CRM
- Connect and automate processes with Microsoft Power Platform
One source of truth improves profitability
Aggregate data from customers, financials and projects to get better insight into where you are most profitable. Using this data you can:
- Track billable hours
- Better manage financials and job costing
- Know your profit margins by every combination of hours and rates
- Determine profitability by consultant, region or service line
- Deliver on the KPIs you need
Use AI to better plan resource allocation
Choosing which consultant should work on what project requires you to have full insight into projects coming down the pipeline. Which projects require a senior employee, and which ones can a newer consultant tackle? Perhaps you have reps in multiple locations, even across multiple time zones. With Microsoft’s integrated solution and AI-based insights you can:
- Match employee skills with project requirements
- See who’s available and effectively allocate internal resources
- Meet project deadlines with better resource planning
- Simplify time tracking and monitor billable hours
- Develop and retain more profitable client relationships
- Monitor and improve profitability of individual projects
Manage consulting projects from start to finish
Microsoft’s suite of business management apps can help you track a project all the way from its sale through project completion. You can integrate your business process into the system, allowing consultants to check off each step as they go. This gives you real-time insight into the status of each project, letting you know quickly if you’re lagging behind on delivery or creeping up over budget.
Boyer has multiple solutions capable of helping you manage your consulting projects, including:
- Built-in Jobs module in Dynamics 365 Business Central
- Project Operations with Dynamics 365 Finance & Supply Chain Management
- Custom-built jobs-focused solution through Boyer ERP Connect
- Boyer’s “project light” built directly into Dynamics 365 CRM
With streamlined, fully integrated software solutions in place, you can deliver on-time, on-scope projects every time and win new and repeat business.
Professional Services/Consulting verticals we support include:
Business Management Consulting
Computer/IT Consulting
Software Services
Financial Consulting
Insurance & Investments
HR Consulting
Marketing & Sales Consulting
Advertising & Publishing Services
Equipment Rental & Repair
Field Services
Why choose Boyer to implement Microsoft solutions for professional services?
We’re a professional services organization too. We know what it takes to manage a business that involves intangible services instead of easily quantifiable products.
We also know Microsoft software. Not only do we sell it; we also implement it and use it ourselves. Because we’re experts in both ERP and CRM, we can better identify which piece or pieces of Microsoft technology will best meet your unique needs.
We know the power of connectivity, especially within the Microsoft ecosystem. We can help you implement streamlined solutions that work collaboratively and efficiently, giving you better insight into your company’s ROI on individual projects.
