To increase productivity and accelerate decision-making, professional services firms constantly look for ways to improve workflow efficiencies and gain greater access to business insights. In the search for applications that enable these capabilities, it’s important to consider how technologies like the cloud and artificial intelligence change the way software functions. This was the topic at…
When consulting firms start out, they usually deploy foundational applications such as PSA and Accounting. As the firm grows, they typically implement additional applications: CRM to manage sales & quoting processes; HR to manage Resources; Robust Analytics solution. The firm might also tap into external data sources to track and forecast customer and industry trends.…
Questions asked during online meetings and around the office are revealing and insightful—into the health of the firm and adequacy of systems used to manage operations. A typical professional services firm structures its business processes around the personas involved e.g. Project Managers have defined a role with responsibilities as will other roles such as Resource…
In this article, we’ll break down the Professional Services industry and explain where it is right now and what that means for you. Professional services cover various company types, including consulting, architecture and engineering, software publishing, IT services, marketing, etc. They all focus on providing specialized services rather than selling products. For example, accountants help…
To be successful in the long term, engineering firms must deliver exceptional value to every client while each one of their projects stays profitable. As anyone in the business will tell you, it is easier said than done. Beyond the not-so-simple task of construction, engineering firms must excel at various administrative processes, including project management,…
Choosing the right Microsoft Dynamics 365 (D365) ERP solution is a tough decision. It involves more than just comparing Dynamics 365 Business Central (BC) and Dynamics 365 Finance & Supply Chain (formerly, Finance and Operations (F&O). Many people often view Business Central as the best choice for small and medium-sized businesses. Larger, more complex organizations…
A successful architect knows how to craft exceptional designs that stand the test of time. An architectural business should know how to execute those designs from idea to construction consistently and at a profit. Success in architecture requires precise project and financial management, along with effective customer relationship management. Only some firms have access to…
As noted by the Harvard Business School, digital transformation is no longer optional—it’s essential. As customer expectations change, businesses face mounting pressure to leverage emerging technologies—like artificial intelligence (AI)—to innovate and avoid falling behind. Thriving in the market today requires evaluating operational approaches, decision-making, and customer engagement. For many organizations, using AI for operations has…
Enterprise resource planning (ERP) systems have evolved far beyond their origins as bespoke software in manufacturing. They are now essential tools for organizations across industries. Modern ERP software is designed to unify core business functions—such as finance, accounting, inventory management, and professional service automation—into a single, streamlined platform. By connecting these functions, an ERP improves…