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.
There are certain metrics you would use to measure performance in your role as a key decision-maker. Access to KPIs such as:
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.
A complete ERP solution includes the ability to manage opportunities and gives you a clear view of your professional services pipeline.
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.
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.
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