Professional Services

Isolated solutions are a waste of time. Use the Microsoft Dynamics platform to successfully digitalise your services, save resources and simplify processes. Modern software solution for professional services.

Modern software solution for professional services.

Whether software development, IT infrastructure, consultancy or as a planning office: Service companies are confronted with complex projects, short innovation cycles and a persistent shortage of skilled labour. Benefit from a holistic platform to sustainably optimise your business processes and continuously increase your company's success.

Say no to isolated solutions.

...and yes to a holistic AI-supported platform for professional services.

With an integrated ERP system, you can create a seamless connection between purchasing, sales, service, financial management, project management and your entire supply chain. Thanks to CRM, intelligent analyses in real time and AI-supported forecasts, you gain valuable insights for well-founded decisions - for greater efficiency and future security in your company.

Frau schaut auf ihren Bildschirm, über diesem werden KI Anwendungsfälle angezeigt
Mitarbeiter ist in der Planung am Ipad

Intelligent planning

Use Microsoft 365 Business Central to plan and manage your projects in a structured way and lead them to success. With our integrated solution, you can keep an eye on all phases, tasks and budgets. Save time, avoid duplication of work and make well-founded decisions based on up-to-date data.

Das Team freut sich gemeinsam über Meilensteine im Projekt

Implement projects successfully and on time

Manage your projects successfully - with the full power of the Microsoft platform, from Microsoft Teams and Power BI to Microsoft Dynamics 365 Business Central. Whether task management, time planning or budget control: with the familiar Microsoft tools, you can create a consistent, networked working environment for your project team. Benefit from seamless integration, automated workflows and real-time data - for more transparency, better decisions and predictable project success.

Professional Services Mitarbeiterin kann Belege einfach einscannen

More efficiency without losing control

Approval processes are among the central control instruments in every company - but manually controlled they are often error-prone and time-consuming. In Microsoft Dynamics 365 Business Central, intelligent approval workflows ensure that approvals are efficient, transparent and rule-based. Depending on amounts, responsibilities or certain conditions, approvals are automatically forwarded to the relevant people - with clear notifications and escalation logic. This ensures smooth processes, minimises risks and increases traceability throughout the company.

Mitarbeiterin im Professional Services freut sich vor dem Laptop

Rethinking document entry

Tired of tedious and time-consuming typing of your accounting documents? Benefit from an AI-supported purchasing process that intelligently analyses orders, makes suggestions and adds relevant contract details. This saves you valuable time when entering documents, reading out data and allocating document lines in your Microsoft 365 Business Central. Our interface to our partner Finmatics with its learning algorithm replaces the typing of a booking record and pre-assignment fully automatically - simply via plug & play.

Eine Frau erledigt entspannt ihre monatliche Abrechnung am PC

Seamlessly from lead to billing

Organise your purchasing and sales contracts flexibly by transferring orders and purchase orders directly into accounts receivable and accounts payable contracts. Thanks to flexible billing options and access to contract and billing data at any time, you can optimise your processes, increase efficiency and improve customer satisfaction at the same time. Particularly practical: periodic invoices can be created, posted and sent collectively with just a few clicks.

Team diskutiert in Meeting über CRM

Discover and inspire high-quality sales opportunities

A modern CRM platform helps you to inspire your potential customers with the right content at the right time. The targeted further development of leads begins with structured classification and tracking. With a 360-degree view of the customer and AI-supported classification, opportunities are strategically developed further. Seamless integration with Outlook makes it possible to create offers directly from email communication, while relevant ERP data is available at all times. Intuitive dashboards and detailed analyses ensure transparent management throughout the entire sales process.

Frau und Mann schauen sich Analyse auf Bildschirm an

Your business reports clearly presented

With the integrated and interactive Power BI dashboards, you can always keep an eye on your KPIs and recognise deviations immediately. Monitor important key figures such as turnover, profit margins and cash flow to proactively manage the financial health of your company. The flexibly customisable visualisations allow you to carry out complex comparisons and lead your projects to success efficiently and on time.

How to digitise recurring invoices efficiently.

Would you like to save valuable time for important tasks?

Then increase your efficiency now with the practical automation of recurring contracts. The software supports you in sending invoices automatically, sending automated reminders in the event of late payment and keeping a structured overview of all tasks at all times. The standardised database makes it easy to analyse invoice data.

Learn more about recurring contracts
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Insights

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Rethinking data strategy

Good decisions need reliable data. A flexible data strategy protects against errors and ensures long-term success. Find out how to optimise the use of your data.

7 AI scenarios for sales

7 sales challenges, 1 solution. Discover how you can use state-of-the-art artificial intelligence not only to close more deals, but also to take your entire sales process to a new level.

Companies that trust us

Our client list includes many renowned companies that rely on our expertise and services. We see it as our task to support companies in their successful operations, to recognise cost savings in processes and to find the optimum solution for the customer. Customer focus is therefore the primary motive for our actions.

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