Industry: Professional Services

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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…
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Learn More About How Microsoft Copilot Helps with Supply Chain Risk Assessment

The global supply chain continuously evolves—striving to achieve the most significant advantages in efficiency, cost reduction, and customer satisfaction. However, it faces increasing complexities due to growing customer expectations, rapid market fluctuations, and a rising need for sustainable practices. Microsoft Copilot can assist in Supply Chain Risk assessment. Supply chains have been a prime area…
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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 Yet, many firms still rely on outdated methods like spreadsheets for resource planning, which can lead to costly mistakes and inefficiencies.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…
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Learn More About Real Businesses Share Their ERP Success Stories

Too often, the ERP conversation focuses too much on high failure rates and lofty, but vague promises re: AI and automation, or the hidden power locked inside existing data sets. These tried-and-true bullet points strike the perfect balance between fear and possibility – aka they’re great for selling massively expensive enterprise software.  The problem is,…
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Learn More About Project Management: What Level is Right for Your ERP Project

Project management is a business. As in any business, to survive, there is a constant need to add new goods and services to reach a larger number of customers, to drive sales. There are project management courses and schools. Degrees can be earned in project management at many universities and through various project management groups.…
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Learn More About Firm Tackles Customer Management with Marketing Automation System

When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system. The firm had a vision for strengthening relationships while better supporting organizations seeking to influence and create opportunities in the public and private sectors. Velosio implemented Microsoft Dynamics 365 Marketing at the…
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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…