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Using ERP Software for Professional Services

Other than finding what value your service provides, as a Director of Client Services, your role is to develop methodologies and tools to deliver that value to clients. Your ERP software should enable you to forecast KPIs for all your company service lines with ease. In this guide, we illustrate how you can leverage the power of enterprise resource planning software for professional services.

An integrated solution offers the ability to collaborate with account managers to measure and improve the health and growth of customers.


KPIs for professional services leaders


There are certain metrics you would use to measure performance in your role as a key decision-maker. Access to KPIs such as:

  • the revenue and profitability of your services
  • asset utilization measured in hours
  • the average rate of billing
  • average deal sizes
  • bid-to-win ratios
  • customer satisfaction
  • referral rates


How ERP can Improve visibility into data across all organizational functions


An integrated ERP solution allows you to drill down and examine your data and pull all required information together in order to maintain the visibility of all your key performance indicators(KPIs).


How ERP software enables you to forecast demand and staffing needs


A complete ERP solution includes the ability to manage opportunities and gives you a clear view of your professional services pipeline. Empower your project team with all the insight necessary to achieve the prescribed objectives. ERP systems are a great tool to streamline business processes, simplify cost estimating, track profit margins, improve efficiency in supply chain management, and find opportunities to boost total revenue.


How to respond to client pressure with ERP


Deliver more in less time with Acumatica‘s Project accounting functionality that allows you to exactly where you stand with regard to project dates and delivery dates. You will be better suited to avoid overruns by tracking your project’s actual vs expected figures.


How ERP improves project pricing accuracy


With detailed project-based reporting, you will have a complete and accurate understanding of the profitability of projects. In this manner, you can then make adjustments around future work.

how erp software can be used by professional services departments

Summary of the advantages of using ERP for professional services

Visibility into data across all functions

Forecast demand and staff

Deliver more in less time

Accuracy in project pricing

Important KPIs for Directors of Client Services

Services Revenue, Services Profitability, Asset/Employee Utilization (hrs)

Average Bill Rate, Realized Bill Rate, Average Deal Size

Bid-to-Win Ration, Projects Completed on Time/Budget

Customer Satisfaction, Referral Rate

With a cloud-based ERP solution for the professional services industry, you will get real-time visibility of all your project data and prevent challenges such as project overruns. Integrated CRM allows you to ensure that your sales pipeline remains full. Taking on an ERP project no longer has to be frightening when you have an ERP vendor that is both experienced and dedicated to ensuring your success.

Choose a complete business management solution that enables you to track revenue per employee, without limitations on the total number of users. A solution that is bespoke for professional service firms.

Service organizations have unique requirements and we assure you that we will guide you in selecting a solution that is industry-specific and caters to your unique needs. Track all your project costs, annual revenue per billable consultant, and more key performance indicators on a single interface. Need guidance with ERP implementation? Give us a call today on 011 792 9521.

What is Enterprise Resource Planning (ERP)?

Learn more about demand forecasting.

Enhance your professional services with ERP software

Professional Services with ERP Software

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