LET US SHOWCASE HOW CLOUDFRONTS MANAGES ITS ROUTINE USING ROBUST SYSTEMS.
Work from Home - Need of the Hour!
We introduced one of our most innovate Employee policies last year - Work from Home (WFH) Wednesdays. Mumbai being one of the world’s fast paced city, it is a herculean task for employees to commute. A small break in the middle of the hectic week offers a respite. Hence, Wednesday turned out to be an excellent option! Prior to that, we needed to ensure we have robust systems in place to ensure 100% transparency and accountability.
Managing Inbound Enquiries with D365 Sales
To begin with, we are always worried about the inbound inquiries and how do we greet our clients. So here is the solution! When you fill out a form on our website, it becomes a lead in our D365 Sales and sends a notification to our Sales team. From there, we create and manage ‘Opportunities’ and utilize our custom embedded PowerApps to Power Automate for notifications to run the entire Opportunity cycle, from Opportunity to Contract (Order) creation.
Feeling Connected with Microsoft Teams
We implemented Microsoft Teams soon after it was released and have never looked back. When we first implemented Microsoft Teams, we enforced it by blocking other communication channels like Skype in our offices. This drove adoption and helped us deeply embed Teams into our culture right from beginning! From announcements on our various Channels (one General companywide Channel and a few team channels) to integration with Azure DevOps for SCRUM based Project Management to Power BI Reporting and Analytics within Teams, we have a single platform that all of us can leverage to feel connected and work together.
Get an Overview of your Projects with Dynamics 365 PSA
Our contracts created in the Sales cycle are used by our Project Delivery Team to create Projects, allocate team members on projects, track time and expense entries and finally run all our Invoicing from within Project Service Automation (PSA). So, from Sales to PSA, from the CEO to the Sales Manager to the Project Manager to our Finance Manager, we have a single source of transparency in our Dynamics 365 platform!
Azure DevOps Integrated with Microsoft Teams
We use Azure DevOps to run Agile Projects, and we have integrated that into Microsoft Teams. We also invite our customers to the Azure DevOps projects in Microsoft Teams. So, all Project-based communication is handled within Teams. You can check out our recorded webcast on Agile project management with Dynamics 365 and Azure DevOps. This was given by Delivery head Kuldeep Gupta, who also happens to be Microsoft Business Applications MVP. You can connect with him on LinkedIn. Interested to know how do we deliver our projects? Explore CloudFronts’ Flawless Project Methodology here!
Worried about Attendance logs? Not anymore with automated HRMS & Payroll
Now with Work from Home Policy implemented, we still need to maintain the attendance records of all our CloudFronts members. All members can ensure their attendance by using app-based platform Zoho for check-in and check-out. Not only this, but at any given point, your employee can login to the app and get a 100% overview of their attendance, working hours, paid leaves, holidays, day offs. Zoho People is our HRMS platform and it is integrated with cloud-based Payroll software Paybooks, thus empowering our HR Manager to manage both the processes simultaneously and flawlessly. This will save your HR’s precious time, reduce mistakes, and indulge your workforce. A rigid and flawless Payroll systems like Paybooks also ensures your employees are getting paid on time with full transparency.
Manage your Accounting with QuickBooks
This is our Accounting platform. We have set up 3 legal entities in QuickBooks (USA, India, Singapore) and have integrated all invoicing from D365 PSA into QuickBooks. This enables our Accounts Team to be super-efficient and on top of things!
Keep an Eye on Operations using Microsoft Power BI
Power BI is our Reporting and Analytics Platform. Our Key Reports like Billable Allocation Report, Project Overview Report and Accounts Receivables Report are all set up in Power BI. These and other reports drive our decision making and our ability to see the health of the organization from a high level and drill down to details if needed!
Accounts Receivable Report
We do all our Customer Invoicing from PSA and with this, we drive our Accounts Receivable (AR) Reporting from a back-office function to the hands to our Delivery Managers! This ensures you have timely follow up on overdue payments and get paid on time!
Project Overview Report
This wonderful report gives a high-level overview of all Projects along with Estimated, Forecasted and Invoiced Revenue. By ensuring you allocate your team members on upcoming projects (for time & materials) or setup your milestones correctly (for fixed bid projects), you get an accurate overview of the health of your business.
Project Cash Flow Report
Cash is king and Cash Flow is queen’. This is management 101 and by ensuring D365 PSA as our single source of truth, we can drive our Project Cash Flow Report to see our Forecasted Billing Month wise into the future. During challenging times, this report is key to knowing the pulse of your business and enabling you to drive fast and timely decision making.
The above systems are a result of our deep commitment to leveraging the Microsoft platform as the backbone for our Professional Services organization. As the category suggests, CloudFronts’ sole objective is to help other small and medium enterprises to run more professionally and worry less! Stop worrying and let CloudFronts help you to grow in this journey!