Industries – Professional Services

The challenges faced by Professional Services organisations

Professional services organisations are challenged with selling an intangible product that is often difficult to quantify. Profitability requires that projects are estimated correctly and completed on time, while meeting or exceeding customer expectations. To succeed, organisations need to firstly adopt strategic and comprehensive financial, project, and resource management practices. Secondly, they must excel in providing first class account management and new client generation.

dhc Sector Experience:

dhc has worked with a wide range of professional service organisations such as Quest Worldwide and Page White and Farrer to evaluate the requirements of the businesses and provide  finance and CRM solutions that offer improved functionality to the departments and are highly flexible in terms of management information. 

Key requirements for Professional Services organisations; 

Finance:

• Web based project control and management
• Resource and time management
• Flexible billing structures
• Debtor and cost control
• Accurate management information
• Work flowed e-procurement
• Document management

CRM:

• Marketing facilities
• Account management
• Sales productivity and pipeline control
   

Solutions provided:

Access Dimensions Finance:

• Online project management and project authorisation
• Multiple billing types and methods
• Online and remote timesheet capture and expense capture with online authorisation
• Integrated debtor control
• Integrated management reporting with full drill down and multi-level analysis
• Online and remote purchase order capture with online authorisation

Microsoft Dynamics CRM:

• Marketing campaign management with integrated email solutions and campaign response
• Relationship management and activity tracking
• Opportunity and pipeline management
• Customer service web portal

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