Business,
Simplified.


ERP for Professional Services

The B2B arena comprises many competitors jostling for the same clientele in a tightly contested industry, under constant pressure to perform. An ERP for the professional services industry and CRM solution catering to specific requirements is critical to ensure timeous and optimal service provisioning. Precision is key as clients are quick to rate either good or bad service on social media platforms.

We know your challenges

Our B2B ERP systems are designed to facilitate the planning, scheduling and management of all resources required to execute a specific task, by the appropriate person, on time and within budget. In this industry, you are only as good as your last customer satisfaction rating and it is imperative that all service delivery operations are monitored centrally to ensure the best customer service experience. Find out more about our B2B ERP Software.

Professional Services ERP

CHALLENGE

Financial Management

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The professional services ERP solution can streamline financial processes such as invoicing, expense tracking, and budgeting, and provide real-time visibility into the financial performance of the business.

CHALLENGE

Resource Planning

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Business Central can help manage resource planning and allocation, including employee schedules, availability, and workload, to ensure projects are completed on time and within budget.

Microsoft Dynamics 365 Business Central & Finance and Operations Professionals

Increase IT system agility, availability, and scalability

CHALLENGE

Time and Expense Tracking

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The solution can accurately track time and expenses for projects, improving the accuracy of billing and reducing the risk of billing errors.

CHALLENGE

Client Relationship Management

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Business Central can help manage client interactions and provide a unified view of client information, enabling better customer service and support.

CHALLENGE

Reporting and Analytics

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The solution provides robust reporting and analytics capabilities that enable professional services companies to gain insights into their operations, and make informed decisions.

News and Case Studies

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Posted: August 28, 2024
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Posted: July 31, 2024
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In: Process Automation
Posted: July 25, 2024
For every modern enterprise, harnessing technology to enhance efficiency, foster innovation, and fuel growth is essential. Microsoft Power Platform, with its robust suite of tools, empowers businesses to achieve these goals through customisation and seamless integration. This article delves into the strategic benefits of customising Power Platform to address unique business requirements, offering a detailed guide for both business users and system customisers.
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In: Process Automation
Posted: July 17, 2024
In modern business, the ability to tailor technological solutions to specific needs is essential for maintaining a competitive edge. Microsoft Power Apps, a component of the Power Platform, empowers organisations to build custom applications with minimal coding. However, to truly harness its potential, advanced customisation techniques are crucial. We’ll outline here, how to become more familiar with these advanced techniques. Read on to find out how Strategix and the Microsoft Power Platform can make these vital customisations clearer.
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Microsoft Solution is for your business?

To learn more, contact us at info@strategix.co.za

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