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Gain visibility of your key metrics
and improve project profitability.
#ProfessionalServices Professional Services
BUSINESS GOALS

Optimise Project Performance

Research has shown that service companies that have access to real-time project costing show an improvement in profitability.

By investing in a financial management solution with an open architecture you will be able to integrate with project and HR systems,
making all project-related information available for planning and reporting. Having access to all data from the full project life cycle will in turn help to
simplify resource management, expense tracking and the billing processes.

The best way to ensure you are optimising your project performance is to provide real-time project costing to your project managers,
so they can review progress regularly with their team. This will ensure that corrective actions can be taken in a timely fashion.

What's Top of Mind for Professional Services?

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Automation & Integration

Automate project accounting and accelerate time-and-expense processes, freeing up valuable resources. Integrate project, billing & HR systems to simplify project management.

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Tracking Performance

Obtain a financial overview per project or service, so you can tracking key metrics to improve profitability.

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Enabling Virtual Teams

With people and projects often spread across multiple sites, it's crucial to keep everyone working from the same information source -and with tools for real-time collaboration.

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Customer Satisfaction

Embrace cloud and mobile technologies to deliver a world-class service to clients and adapt to an ever-changing environment.

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Empowering You with a Modern Solution for Professional Services

With a smarter business solution from Sage you can focus on clients, not admin.

Automate and streamline processes

to reduce the time your key resources spend on manual, time-consuming tasks and improve overall productivity. Set workflows and notifications to ensure that everyone sticks to correct procedures and become more efficient.

Multi-dimensional analysis

of key metrics provides real-time visibility of project progress and revenue. This ensures you have the information on hand to increase project profitability and take corrective actions where necessary.

Open architecture for easy integration

Speak to SynergERP to find out how intelligent automations and tools such as actionable emails can bring system data-entry, such as timesheet capture, directly to the user via email to improve efficiencies.

Easily manage multiple entities

and global consolidations, as the complexities in your business change. Collaborate across divisions, countries, multiple sites, languages and legislations.

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Enhancements for Professional Services

SynergERP has worked on a number of enhancements for our clients in professional services. Some examples include:

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Advanced Bank Manager Bundle

Import bank statements in the bank format, into Sage X3, and then automatically match the lines in the bank statement to the lines in the GL. Includes Advanced Debtors & Advanced Remittance.

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Advanced Business Process Management

Allows customers to define more complex validation or approval criteria that are not catered for as a standard in their core solution.

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Project & Job Costing

An Advanced Module for contract, job or project-oriented companies to proactively manage the phases, tasks and profitability of individual and collective projects.

Offer your best service, let us automate your back-office processes.

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