ARE YOU A PROFESSIONAL SERVICES ORGANIZATION?

IF YES, THEN LET'S TALK ABOUT YOUR JOURNEY

YOU SELL KNOWLEDGE, NOT PRODUCT!

Unlike other types of organizations, professional services firms sell knowledge and expertise not any tangible or physical product. Hence, the challenges and goals are entirely different.


Professional services firms exist in many different industries. They include lawyers, advertising professionals, architects, accountants, financial advisers, engineers, and consultants, among others. Basically, they can be any organization or profession that offers customized, knowledge-based services to clients.

A PROFESSIONAL SERVICES FIRM CANNOT WORK WITHOUT A PROPER DIGITAL PLATFORM!

Professional services are profitable only when they bill their clients for working hours. Let’s imagine you are an accounting firm and you have an employee who is skilled at tax accounting. If the firm gets a new tax accounting project, then the chances are high that the accounting case will be assigned to someone who is not busy. Having said this, if you don’t schedule people in the right way, it can have a negative impact on client satisfaction.


To assist with this, a professional service firm which is human capital intensive requires a digital platform like Microsoft Dynamics 365.

HERE IS WHAT THEY ARE DOING! YOU ARE JUST LIKE ONE OF THEM!

Now, let's look at some case studies to know how these Professional Services firms across different domains masterminded their delivery workflow and gained impressive ROI.

An Accounting Company: BPMC

BPMC, one of the largest Public Accounting Firm desired to streamline their sales process and make customization and enhancements in their existing D365 for PSA for greater capability. Download case study now!

Sales Service Company: Technical Sales Development

TSD wanted a solution that would convert a fully functional SOS (Sales Opportunity Snapshot) Standalone Excel-based application in use for current customers to the D365 environment. TSD wanted the standalone SOS application integrated with Microsoft Dynamics 365 to help their customers manage and close Sales opportunities. Download case study now!


Safety Consulting and Training Services: Momentum India

Being a human-intensive organization, as the firm grew bigger, the biggest challenge faced by this safety and consulting company was scheduling and management of resources. Check how deployment of Office 365 increased their operational efficiency and productivity. Download case study now!

A Marketing research Company: WUA!

A market research company streamlined their sales and marketing processes by deploying marketing automation systems and the crucial reports generated by them had critical business data and KPIs at their fingertips.

Download case study now!


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