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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 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.


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 regards 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

Enhance your professional services with ERP software

Professional Services with ERP Software

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