Business,
Simplified.

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 and CRM solution catering for 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 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.

CHALLENGE

Financial Management

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

The 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: February 17, 2023
In this blog, we look at a few less known but essential Microsoft 365 features to further and monitor digital transformation in the workplace.
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In: Office 365
Posted: February 17, 2023
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In: Dynamics 365 for Sales
Posted: February 17, 2023
Digital technologies like artificial intelligence (AI) and chatbots can help with the high demand where support teams can't.
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Do you know what the best
Microsoft Solution is for your business?

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

These challenges sound familiar? Contact the experts and make it happen.