Regardless of location, size or industry, many professional services organizations face unparalleled pressures in today’s fast moving marketplace. Continuous change is the new normal rather than the exception. The same forces that have disrupted so many businesses, from manufacturing to IT to engineering, are creating challenges and driving change in professional services.
In this, the third in our series of Dynamics 365 podcast interviews for 2017, we interviewed Sylvia Romero of Microsoft and Robbie Morrison of SBS Group. We asked each of them to reflect on a series of questions regarding Microsoft Dynamics 365 in relation to professional services firms. The conversation was 36 minutes long and covers a wide range of topics.
“I’m really excited about Dynamics 365 because it is different than anything offered in the market today. I work extensively with project-based service companies that traditionally depend on many different systems to manage their business. Dynamics 365 provides everything they need and ties it all together through Azure and the common data service.” – Sylvia
About Sylvia Romero
Sylvia lives in the San Francisco Bay Area as a Business Solutions Executive for Dynamics ERP in Microsoft’s West Region. She brings over thirty years of senior executive experience in sales, sales management and business development with both large companies, such as IBM, Informix and Microsoft, as well as small/startup firms. Currently, she is responsible for helping enterprise and upper midmarket companies select and adopt Microsoft Dynamics 365 for Operations in the Pacific Northwest.
About Robbie Morrison
Robbie has participated in and hosted several podcasts on this topic over the last year. As the VP of Enterprise Solutions for SBS Group, Robbie works with professional services firms throughout the US and spends much of his time leading the development of software designed to enhance Dynamics 365 to meet the unique needs of project-based firms. His team has published multiple solutions on Microsoft AppSource and has a long history in developing and publishing solutions for the Microsoft Dynamics Ecosystem.
Dynamics 365 for Operations
Microsoft Dynamics 365 for Operations enables you to make smarter decisions, redesign business processes faster and fuel business growth.
Dynamics 365 for Operations is a SaaS solution that brings together a complete set of ERP functionality including financials, demand planning, procurement, supply chain, manufacturing, distribution, services industries, public sector and retail. Built with an intelligent user interface that connects with other Dynamics 365 applications as well as with Office 365 to deliver the best experience possible.
Designed for enterprises looking for an enterprise-ERP to help them keep pace with today’s market demands, Dynamics 365 for Operations delivers features and services no other competitor can offer. Deploy Dynamics 365 for Operations where you need it, and grow at your own pace.
AXIO Professional Services
AXIO for Professional Services from SBS Group is a global ERP solution designed specifically for organizations that deliver customer-facing, project-based services. Built on the Microsoft Dynamics 365 platform, AXIO combines SBS Group’s award-winning implementation methodology, industry expertise, and a rapid deployment model to bring you the best in ERP, CRM and Cloud.
AXIO for Professional Services spans all the important processes in your firm, including resource management, project management, marketing, human capital management, and financial management. Optimized for cloud, AXIO can also be deployed on premises and is compliant with all GAAP, IFRS, Sarbanes-Oxley, and DCAA requirements.
To Learn More:
We thank Sylvia for her participation in this podcast series and her ongoing support of SBS Group, our customers and hundreds of businesses throughout the Western United States. If you would like to get in touch with Sylvia directly, you can find her on LinkedIn. You may also listen to previous podcasts in this series with Ted Kempf or Suzanne Clarke
Finding out if Dynamics 365 and AXIO Professional Services are the right next step for your professional services firm is easy. Reach out to Robbie at SBS Group by emailing email@example.com and we’ll put you in contact asap.