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Professional Services

Are you faced with the following challenges on a daily basis?

  • Quotations: Project planning relies on your extensive expertise as well as past experience and is carried out using external project management software such as Microsoft Project. You would like to achieve the best outputs by combining your project management and ERP systems. You rely on roles and qualifications as well as availability in order to plan the deployment of your personnel. A reservation needs to be made at various levels in order to manage and coordinate the soft and hard allocation of available personnel resources.
  • Project planning, implementation and management (operational): When defining operational tasks, you rely on the project-specific offer and the associated tasks. During the project implementation phase, you are confronted with the challenges of monitoring project delivery and the degree of completion as well as ongoing project planning work. A difficult aspect is managing change requests. In order to be able to keep track of project implementation, you need to ensure extensive documentation which you and selected personnel have permanent access to.
  • Project planning, implementation and management (financial): Your project billing is based on various billing methods, with projects being invoiced based on costs incurred or on the basis of agreed flat fees. In addition, you also manage internal projects. You rely on careful cost controlling in order to manage and monitor all financially relevant processes.
  • Project-related time inputs: Records of services provided are recorded at the level of individual projects. The simple, fast and practical documentation of working hours, expenses and travel costs are important to you. This information also needs to be recorded in a timely manner to ensure that you always have a clear and up-to-date overview of the services provided and costs incurred. There are also challenges associated with correcting records and the need to check entries. ERP workflow features are relied upon to support your monitoring process. You need appropriate interfaces to your ERP system in order to record third-party services in customer systems and the use of external time-recording systems.
  • Personnel: Personnel procurement and management are key factors associated with project planning and implementation. You plan the deployment of personnel resources taking into account employee skills, which is why the recording of qualifications and experience, as well as information about employee’s educational levels and completed training courses, are all important. You deploy national and international personnel and well as intercompany and third-party human resources. You also need to be able to take bonuses based on time dedicated to specific projects into account when paying wages and salaries.
  • Project invoicing: Customers are invoiced based on recorded working hours, expenses and travel costs as well as the costs, charges and license fees incurred. Besides the billing associated with expense and fixed-rate projects, pre-payments and part-payments are also billed based on project deliverables. A certain degree of complexity is the result of billing part-projects due to the fact that these are often billed on a different basis. There are also challenges associated with the billing of flat rates and the allocation of services provided to the relevant flat rate agreed. You need corresponding features in your ERP system, particularly when it comes to releasing invoices for payment and for intercompany billing. You want the statements of services provided to customers to be structured according to customer requirements and attractively designed. Besides the layout design, customers should also have the option of easily exporting the data relating to the services provided.

Does the above reflect some or all of the challenges with which you are confronted? If so, then please contact us so that we can discuss our ideas about and solutions to address these challenges.