<img src="https://secure.leadforensics.com/133892.png" alt="" style="display:none;">

As a professional services firm or project-based business, you’re continuously striving to maximise utilisation, deliver projects on time and on budget, as well as optimise your project portfolio.

To increase performance in these areas, you should be looking at investing in professional services (PS) technology which can improve employee productivity, streamline operations, sales, marketing and customer engagement. While there might be many solutions on the market, Dynamics 365 Business Central for Professional Services stands out for its range of capabilities.

This blog takes a look at the benefits of implementing budget and planning software:

  1. Connect your project-centric business in one application
  2. Deliver a smooth project budgeting and planning process
  3. Boost internal productivity with familiar tools

1. Connect your project-centric business in one application

Eliminate the cost and complexity of deployment and integration with Dynamics 365 Business Central for Professional Services.

Built on Microsoft Dynamics 365 Business Central and native to the Microsoft Intelligent Cloud, it’s the most cost-effective platform for project-centric small and medium businesses. The solution is easy to deploy, configure and manage, helping you gain better insights into your business to drive continued improvements.

Connect your project-centric business in one application

At Columbus, we believe a PS system must be integrated and provide the power to act as THE central business application for a project-based business.

In addition to project accounting and project management capabilities, it should offer productivity tools and process automation capabilities. Visibility and business insights are also necessary to improve the performance of staff, leaders and the organisation as a whole.

D365 Business Central for Professional Services is the only solution that combines PS, CRM, ERP, analytics, collaboration and productivity in one complete, cloud-based tool.

2. Deliver a smooth project budgeting and planning process

We often hear the following when speaking to businesses about how budgeting and planning for projects is managed within organisations:

“It’s difficult to get an accurate overview of workload with resource skills and qualifications needed.”

“Resource planning is time-consuming and hard to update with all the changes going on.”

These issues are happening because the budgeting and planning process is being handled through Excel spreadsheets and off-system solutions.

By not having a central link back into the ERP, departments end up working in silos and duplicating work. This causes unnecessary delays and losses in productivity which lead to staff becoming frustrated and will ultimately affect your ability to meet customer needs.

D365 Business Central for Professional Services is designed to remove these pains by delivering a smooth, predictable and streamlined process for budgeting and planning.

Key activities to help with this are:

  • Templated approach to creating projects – quick, easy and consistent setup
  • Resource planning – helping to visualise their needs
  • Integration with Microsoft 365 – utilising Outlook for timesheets
  • Project accounting – complete project accounting functionality
  • Process automation – reduce time consuming activities

The solution helps your business to focus on adding value to your customers based on your projects rather than spending time on the creation and management of projects.

3. Boost internal productivity with familiar tools

D365 Business Central for Professional Service is built for the people who use it every day. Users can tailor the solution to fit individual or team needs (including creating automated workflows) and work from wherever they are, whenever and on any device.

Don’t make your employees learn new software – boost productivity by giving them tools they’ll already know (such as Microsoft Office 365).

In summary, D365 Business Central for Professional Services is:

  • Designed for Microsoft Office 365, the world’s leading productivity software
  • Accessible for work from anywhere on your choice of device
  • Role-based access through Outlook, web browser or mobile apps
  • Tailored to your work experience
  • Personalised to allow you to create your own automated workflows

Upgrade to D365 Business Central for Professional Services today

To find out how D365 Business Central for Professional Services can help elevate your project-based business to new heights, download our whitepaper here.

Alternatively, click the button the below to speak to one of our specialist consultants.

Contact us

 

Topics

Discuss this post

Recommended posts

As a management consulting firm, you’ll want to achieve visibility on the finer details of your projects, including your finances, people, and time management. This is where PSA software can assist you. Let’s take a look at the benefits it has to offer:
The management consulting industry has experienced tremendous growth over the past few years, with the market being valued at around £10 billion pounds in the UK in 2022, a huge leap from £7.4 billion pounds in 2012. However, as the size of the consulting market increases, this brings new challenges and trends for your firm, directly impacting your processes, from delivering services to advanced ways of working. Here are the top trends that will shape the future of management consulting firms: Remote consulting Greater level of senior involvement in partnerships Creating strategic partnerships Recruiting new talent A struggle to retain existing talent Wider use of technology
With the increasing need to become more agile, responsive and competitive in the marketplace, professional services firms are looking to technology to provide business solutions.  
It's no secret that to stay relevant in today's business world, you need to be up-to-date on the latest technology trends. As famous scientists and technologists have predicted, we are in the digital age. This prediction can be seen in our world today - with the increasing use of technology in the business sector, which has helped promote more efficiency, transparency, and simplicity. Some of the advantages of adopting technology are:
In any business, the best relationships you have are the ones built on trust. With 89% of buyers agreeing that the salespeople they do business with are “trusted advisors”, this emphasises that both delivering customer success and providing great value is one of the biggest priorities for businesses today.
right-arrow share search phone phone-filled menu filter envelope envelope-filled close checkmark caret-down arrow-up arrow-right arrow-left arrow-down