ERP For Professional Services Companies - Microsoft Dynamics AX
Increase your profitability and offer unmatched client service by effectively managing the financial, human, and intellectual capital aspects of your project-based organization. Professional Services for Microsoft Dynamics AX adapts to the way your company works to help you better manage project teams, increase employee productivity, improve service capabilities, and accelerate billings while controlling costs through tighter integration of client and project-related information.
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Integrate financial, resource, and intellectual capital systems and information
Integrate data from disparate systems, and streamline company and project-related processes. Help increase efficiency and employee productivity, and streamline financial processes through integration with Microsoft Dynamics AX general ledger, purchasing, and receivables applications. Benefit from tight integration with familiar productivity software, including Microsoft Office Excel and Microsoft Office Word.
Gain insight into critical business data
Gather and analyze client and project information to gain valuable business insight so that you can manage your business more effectively. Stay on top of client, contract, and project management details in real time to help avoid cost overruns and allocation issues.
Manage your team's time and effort better
Achieve company goals through integrated collaboration workspaces, and centralize access to critical intellectual capital with an easy-to-use, Web-based interface. Management and team members can keep on top of changes to projects, documents, and tasks with a custom dashboard, e-mail alerts, and powerful reporting capabilities.
Maintain tight control of your processes
Help ensure that teams follow corporate policies and that your processes adhere to industry best practices, client standards, and government regulations. Centralize the management of and provide access to critical company information to reduce the loss of valuable intellectual capital due to employee attrition. Define accounting structures, track and analyze transactions across your entire organization, and drill down to the detail you need to help manage accounts effectively.
Features
Flexible project management capabilities | Configure work breakdown structures (WBS) at the company, client, product, and project levels; define matrix tables for costs and rates; and establish billing rules and revenue recognition methods. |
Document and intellectual capital management | Provide team members with access to intellectual capital and consolidated project information through Microsoft Windows SharePoint Services. |
Detailed project analysis | Analyze costs and projects at any level of detail. Critical insight enables you to manage projects and resources more effectively. |
Multicompany and multicurrency support | Use intercompany rules to integrate multiple departments, offices, and companies into one database. Operate smoothly across countries, languages, and currencies, and track financial transactions throughout your business. |
Client profile folders and templates | Client and project folders enable you to archive and retrieve historical staffing plans, out-of-pocket estimates, and budget reconciliations. |
Web-based, workflow-enabled time and expense entry | Automate approval processes for documents and line items, and streamline processes for cash advances, travel advances, and credit card reconciliation. Use alerts to monitor excessive contractor hours and to track estimated versus actual costs. |
Customizable revenue recognition and project billing rules | Define recognition at the company, client, or project level, and preconfigure rules for percent complete, completed contract, time and materials, and fixed fee. Manage supplier and client agreements more effectively. |
Bi-directional integration with Microsoft Office Project Server 2003 | Full bi-directional integration with Microsoft Office Project Server 2003 can improve ease of use and team collaboration. Powerful resource scheduling and tracking tools help you manage resource allocation. |
Next steps
Note
Note that industry-builder solutions will become available for different industries and different regions over time, and some may not be available in all regions. If you have questions about solutions for a specific industry and region, please contact us.
