Professional Services Organization (PSO) Industries

Architectural and Engineering Firms

Achieve integrated process management from Bid to Cash on a single system. Tie timekeeping and expense management to the invoicing process using a single toolset. Provide field staff and back office workers the ability to stay up to date on project tasks and activities with integrated SharePoint, Outlook and Project Activities available from the field via a secure web site, or in the office from the desk.

Construction Companies

Manage projects and subcontractor quotes from a single system. Issue Sales Orders and Invoices, and manage inventory consumption in association with a single project. Consolidate multiple projects onto a single invoice for simplified billing.

Management Consulting Firms

Manage lead generation and sales campaigns, with associated opportunities and quotations tied to a project for a clean hand-off to the service delivery group. Get a handle on document management with integrated SharePoint and project sites. Manage time & materials, fixed price, and internal projects from the web or via rich client. Get a handle on project portfolios and key organizational metrics with SRS, OLAP. Integrate time and expense entry with project invoicing and the accounting system.

Software Development Companies

Manage VSOE, maintenance and recurring billing in associate with consulting and help desk delivery. Maintain inventory and generate sales orders in association with customer specific projects. Get a handle on sales tax and multi-currency billing. Publish items to an online storefront with integration to the back office accounting sytem. Manage your client base and marketing with integrated CRM.

Advertising and Design Agencies

Manage the delivery and collection process using prebilling and advanced invoicing. Set terms and conditions for contracts at either the client or job level or both. Associate client media and deliverables with the project using integrated SharePoint project websites and advanced media management. Support time and materials entry via the web using the browser of your choice.