Category: Project Accounting Software

Adobestock Scaled

Learn More About Major Forces Disrupting and Transforming the Professional Services Landscape

The forces transforming today’s professional services landscape are familiar ones. We’re talking digitization and the shift toward data-first business strategies. You know, those same disruptive forces redefining all sectors from manufacturing and retail to healthcare and tech. These disruptors may sound like old news, and in some ways, they are. But the reality is, things…
colleagues chatting

Learn More About Key Drivers in the Evolution of the Professional Services Industry

The professional services industry is undergoing a transformation driven by familiar yet powerful forces. These forces encompass digitization, the adoption of data-centric business strategies, the ongoing recovery from the COVID-19 pandemic, and more. These transformative elements, while well-recognized, are evolving at an unprecedented pace, affecting how professional services firms operate, make decisions, collaborate, and structure…
Power Platform Solutions for Professional and Field Service Companies

Learn More About Power Platform Solutions for Professional and Field Service Companies

In the evolving worlds of professional and field service industries, the need for agile, efficient, and integrated solutions has never been more pressing. Companies are seeking platforms that not only enhance their operational capabilities but also offer the flexibility to adapt to ever-evolving market demands. Enter the Power Platform – a holistic solution tailored to…
Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution

Learn More About Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution

Background When a management consulting firm first approached Velosio, manually driven processes hindered their ability to maintain the highest level of client care and professionalism. With an aging Microsoft Dynamics SL back-end ERP and NetSuite for CRM, the team resorted to sticky notes and Excel spreadsheets. There was little to no visibility into its consulting bench…
Columbia Machine Replaces Outdated CRM with Microsoft Dynamics Customer Engagement

Learn More About Revolutionizing Client Engagement: Columbia Machine’s Journey from Outdated CRM to Cutting-Edge Solutions

Background Founded in 1937 in Vancouver, Washington, Columbia Machine, Inc., is a worldwide leader in the design, manufacturing, and support of equipment for a variety of industries. Primary business units include Batching and Mixing Solutions, Concrete Products Equipment Solutions, Production Equipment Molds, Mechanical Palletizing Machines and Robotic Palletizing Solutions. Columbia Machine is one of the…
Project team executing the project plan using a project accounting software.

Learn More About The Importance of Project Risk Management for A&E Firms

In the highly competitive A&E marketplace, knowing and anticipating a project’s expenses correctly provides a definite advantage when competing for a contract. But, even in the best of circumstances, cost estimating is complicated and there are myriad risks and uncertainties to consider. First, it’s important to understand the complexity of cost estimating. Companies should invest…
Coworkers Chatting

Learn More About Optimizing Project Accounting: A Game-Changer for Professional Services

Many professional services firms face challenges in delivering projects within the stipulated time and budget. Navigating intricate project structures often lead to issues in deriving precise estimates, budgets, and schedules. Missed communication can further escalate costs or introduce delays. To appease clients, some businesses might even offer discounts when projects face hitches. Ultimately, these hurdles…
move beyond spreadsheets for your resource planning

Learn More About Move From the Spreadsheet to a Modern Resource Planning Tool

In the world of professional services, resource planning is crucial for the success of any project. Without proper planning, projects can quickly become disorganized, inefficient, and unprofitable. Yet, many firms still rely on outdated methods like spreadsheets for resource planning, which can lead to costly mistakes and inefficiencies. Moving on from spreadsheets and adopting modern…
Close up of business man typing on laptop erp for project-based company

Learn More About 8 Ways to Ensure a Successful ERP Implementation for Project-Driven Companies

Project-driven organizations face a different set of challenges than other business models. Each project is unique and customized, and importantly, temporary. Elements of business that may be standardized and automated in other sectors are less predictable in project-driven businesses. Project-driven businesses likely use many more applications and third-party tools to estimate, define scope, and manage…