Professional-services ERP connects opportunities, projects, effort, expenses, invoices and collections so leaders can understand capacity and profitability.
Processes to connect
Sales to projectTurn agreed scope into deliverables, budgets and ownership.
Time and expenseSimple capture, approvals and billable classification.
Resource planningSkills, availability, workload and delivery risk.
Billing and marginMilestones, retainers, invoices, costs and profitability.
Measure the right things
Useful reporting may include utilization, realization, project margin, work in progress, overdue invoices and forecast capacity.