The Microsoft Cloud for Professional Services – Focus on Mobility

With the move into remote work mobility to systems, tools, accurate & collaborative project information is critical in professional services.

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    mobility professional services

    The professional services workplace is not what it used to be, and it’s certainly no longer a particular place. With an increasing industry focus on globalization, the workforce has followed suit, resulting in professional service organization (PSO) staff spending less time at their desks and more time in front of their clients. Mobility for professional services orgs should be front and center.

    Demands have increased on project teams to provide more immediate and meaningful contact with customers and information. This means that project teams are moving away from the concept of the traditional office and working either on-site at customer locations or on the road. In both cases, connectivity to systems, tools, and accurate and collaborative project information is critical.  We see requirements in a number of areas.

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    Comprehensive Access to Firm Resources – Many service delivery organizations want more support for mobility, and demand for compliant access to all tools and technology is growing especially among millennial employees.  Firms are also seeking offline project-related data entry if they don’t already have it.

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    Accessibility to Business Intelligence – Project and engagement managers are demanding the ability to analyze data, search for content, receive alerts or simply consult metrics and key performance indicators (KPIs) on mobile devices. Location is no longer a constraint on information or even action, particularly in the case of real-time information delivery.  Benefits include real-time visibility, 24/7 availability of critical data and effective alerts and messaging.

    Usability – The independent nature of many professional services staff members drives demand for device independence and user-customizable applications that can be personalized to consume information as needed by users through intelligent delivery of information based on profile and preferences (location, position, etc.)

    Collaboration – Effective collaboration means combining mobile app functionality with simple services like text messaging as well as more complex collaboration tools such as internal or public collaboration applications. This enables the sharing of rich content (e.g., voice, images, and text), the ability to enable comments and share text messages along with and about data, and the ability to leverage pre-existing security to ensure reliable and secure information communication.


    The Microsoft Cloud provides the mobile capabilities that professional services need.

    Office 365 provides familiar Office tools enabling staff to create, edit and share documents from traditional laptops or any iOS, Android™, or Windows device with anyone in real time.  Online services like Skype for Business, SharePoint Online and the new “Teams” app further support collaboration and communication.

    Microsoft Dynamics 365 is Microsoft’s new approach to end-to-end intelligent business applications in the cloud. Dynamics 365 unifies ERP and CRM into one cloud service with new purpose-built apps to manage all your core business functions including Sales, Customer Service, Finance, Field Service, Operations, Marketing and Project Service Automation.  With native integration to Office 365, universal browser access, and mobile apps for iOS, Android™, or Windows devices, employees can have secure access to all the information, services and resources they need wherever work takes them.

    Services are hosted at Microsoft data centers, offering the most comprehensive set of certifications and attestations of any cloud service provider to ensure organizations comply with national, regional, and industry-specific requirements governing the collection and use of individuals’ data.

    With over 800 professional services customers across the US and Canada, SBS Group is the leader in Microsoft solutions for professional services and project-based businesses.  If you are interested in learning more about the Microsoft Cloud for Professional Services, please email us or call 732.476.5900.

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    The Microsoft Cloud for Professional Services Firms
    Wednesday, January 11th
    12 – 1 PM ET

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