Professional Services
Professional Services and Field Service Companies
Business Applications that adapt and scale with your growth
Service Organizations for consulting, professional services, and remote field service companies have the ability to expand quickly and need a system that will adapt to their needs and scale with their growth to help manage their North American operations.
Dynamics 365 Business Central, along with Power Apps and Microsoft Dynamics 365 CRM for Service and Sales offer industry solutions for Professional Services, Media & Software companies to accurately manage recurring billing and subscriptions, engage with customers and analyze service delivery costs with confidence.
Clients within these broad industry segments include consulting services, financial services, mechanical and technical services, engineering firms, legal services, and remote dispatch and repair services (see Field Service)
Transformation with Business Central ERP
With Microsoft Dynamics Business Central, Dynamics 365 for Sales & Service, Power Apps, Azure Cloud, and Microsoft 365 - Professional Services Companies’ are able to:
• Create executive dashboards for sales and business management
• Follow best-practices in Project Accounting (PA), Dimension Accounting, and Analytical Accounting (AA)
• Track utilization of resources
• Support SR&ED and other tax reporting requirements
• Perform advanced sales forecasting and funnel management
• Improve the customer experience
• Create quotes and perform job costing
• Automate recurring, cyclical, subscription, annual contract, and usage, metered and tiered billing schedules
• Record and monitor support calls, help desk and call centre activities
• Perform detailed analysis on customer profitability
• Implement end-to-end Procure to Pay processes
• Manage and monitor cash flow
• Automate SLA, recurring revenue and subscription billing
• Create custom workflows to allocate and recognize deferred revenue
• Automate and integrate with Field Service functions for remote workers
Here's why you should consider working with us
BI and KPIs for Professional Services Companies
Beyond the Sales, Accounting & Finance KPI dashboards, Endeavour recommends looking at:- Average Contract Value
- Contract Renewals
- % Recurring Revenue
- CSAT and Retention
- Staff Utilization Rates
- % Chargeable Ratio
- Average Acquisition Cost
- Project Profitability
- Cost of After-sales Service
