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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In: Application Solutions
Posted: May 15, 2024
With the rise of AI technologies, the realm of customer service is undergoing a transformation, enabling businesses to deliver more personalised, efficient, and seamless experiences. Introducing Microsoft Copilot, the game-changing AI solution designed to revolutionise customer service operations and elevate the standard of customer interactions.
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Posted: May 7, 2024
In today's fast-paced business landscape, cloud workflows play a pivotal role in driving efficiency and agility. Introducing Copilot, Microsoft's groundbreaking AI innovation designed to revolutionise cloud flows.
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In: Power BI
Posted: April 30, 2024
In today's business landscape, data analysis serves as the bedrock for informed decision-making and strategic planning. As businesses navigate through an increasingly complex environment, the ability to derive actionable insights from data has become paramount. Power BI, Microsoft's powerful business analytics tool, has emerged as a cornerstone in this endeavour, enabling organisations to visualise and analyse data with unparalleled ease and efficiency.
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In: Power BI
Posted: April 17, 2024
The business not using real-time data to craft strategies in a given market, is a business that may always be on the back foot. Why? Because the need for real-time data has become increasingly crucial for informed decision-making and staying competitive. To meet this demand, businesses are turning to advanced analytics solutions like Power BI and integrating them with their ERP systems. Here, we’ll explore the benefits and intricacies of integrating Power BI with ERP systems for real-time analytics. We’ll also take a closer look at the Strategix and Microsoft Dynamics 365 partnership, and how your business can leverage that pairing to give your analytics a technical boost. Read on.
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In: Power BI
Posted: April 10, 2024
Your client base is arguably the most important contributor to your business’s success. Your customers are your bread and butter, and understanding and engaging with them effectively is paramount to increased growth, and the overall health of your enterprise. Power BI, and its integration with your CRM will give you valuable insight as data into what your clients want and need, and how to better give it to them, so it’s your business they continually come back to. And Strategix and Microsoft Dynamics 365 can give you that capability. Let’s unpack this partnership more.
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In: Power BI
Posted: April 3, 2024
As modern businesses increasingly prioritise data-driven decision-making, the role of comprehensive analytics becomes paramount. Microsoft's versatile business intelligence tool, Power BI, lies at the heart of this analytical revolution. Through its seamless integration with diverse business systems, Power BI unlocks a realm of possibilities, enabling organisations to harness their data fully for strategic decision-making, and to gain a competitive edge. Strategix can help your business gain these insights - by leveraging our Microsoft Dynamics 365 partnership, we enhance the Power BI integration with a range of business systems, to ensure tailored solutions that drive business transformation and innovation. Let’s unpack the integration more.
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In: Power BI
Posted: March 27, 2024
Here’s a business truth: the ability to visualise operational insights as they happen, will put you on the front foot when it comes to strategic decision-making. Interactive dashboards in Power BI can give you that kind of dynamic view into how your business is operation at any given moment. Power BI is Microsoft's powerful data visualisation tool – it offers a robust platform for creating interactive dashboards and reports that empower users to uncover trends as they happen. With that intel, you can make agile informed decisions that will spark growth. Strategix and Microsoft Dynamics 365 has the functionality to integrate with your systems and processes, to give you that vital data. Read on to find out more.
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In: Uncategorized
Posted: March 25, 2024
It’s over a year now since the long-anticipated SAP announcement that they “will not develop any new functions for its Business ByDesign software for small and medium-sized firms from the second quarter of 2023”. 
Not surprisingly, in 2023 Forbes Advisor announced Microsoft Dynamics 365 Business Central as ‘Best overall alternative to SAP’. Whilst Gartner also lists Business Central as an alternative to SAP Business ByDesign.
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To learn more, contact us at info@strategix.co.za

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