Professional Services - In Balance Inc.

Professional Services

It's hard to wrap your hands around time, put a value on it and then sell it. Professional services firms are challenged with selling this intangible product. Project coming in on time and being profitable while meeting or exceeding customer expectations is key. To succeed, you'll need to institute a strategy that includes sound financial, project, and resource management practices. This can be accomplished with an information technology (IT) infrastructure that allows your people to share data, work together, and make effective decisions.

Successful engineering and construction professionals also have a reputation for delivering projects on time and on budget. Project oriented companies who invest in the right financial, operational and project management software execute projects more efficiently, deliver higher quality results to their customers, and at the same time increase their business profitability.

In Balance Inc. provides Microsoft Dynamics ERP and CRM solutions which help professional services firms manage every aspect of their business, from customer relationship management (CRM) to project management to process outsourcing and financial management. These software solutions can streamline operations while improving the quality of customer interactions, and help you make faster and smarter decisions.

Focus on the customer

Track all customer-facing activities across multiple communication channels
Improve communications with the customer through document sharing and safe Web interactions
Increase customer responsiveness by improving business processes such as automated routing, notifications, approvals, and escalations
Manage and track all customer-facing activities through multiple channels from project inception to completion.
Access a unified view of customer information using a familiar desktop interface.

Manage projects more effectively

Improve project management and decision-making through immediate access to financial and accounting information across the entire organization.
Automate office operations, such as time and billing, to spend more time on value-added activities.
Develop and enhance key business processes to increase productivity and profitability.
Gain visibility into all project information and key performance indicators to enable quick and accurate decision-making with integrated project accounting and project management
Effectively allocate internal resources and increase billable hours
Boost productivity by automating business processes such as billing and invoicing

Streamline internal communications

Improve communication between on-site personnel and the corporate office.
Provide all stakeholders with common, up-to-date information.
Increase collaboration with Web portals and shared project document libraries.
Configure role-based views of relevant data so that employees can easily access critical information.

Your next steps

Find out more about the Microsoft Dynamics solutions we offer.