FinancialForce for IT Services - How do we do it?
We provide a Professional Services Management system that acts as an end-to-end engine for a services organization to manage its 5 critical profit drivers.
FinancialForce for IT Services is comprised of:
- Sales Collaboration - Sales and services teams work in the same system, using the same information in a collaborative working environment.
- Resource Management - Put the right people on the right projects every time and manage all resources, including internal, external, billable, non-billable and sales resources in a single system.
- Projects & Portfolio Management - complete visibility and management information about your regional and practice-based portfolios along with insight, in a single screen, into top down planning numbers, including internal and sub contractor costs, to ensure you stay on track.
- Services Hand-off - Services managers can instantly see the sales pipeline for their region or practice and anticipate the next step, scheduling kick-off meetings and starting the staffing process.
- Time & Expense Management – Time capture is intuitive and fully traceable, allowing consultants to manage their own schedules; whilst expenses are linked to resources and projects.
- Billing & Invoicing - streamline the invoicing process by using customer information already held in your CRM system - so there's no need for manual re-keying or complex integrations. Users can create an invoice directly from any sales opportunity, support case or other billable activity at the click of a button.
Supporting this powerful system is our team of experts with deep individual experience in Professional Services, backed up by a company with a 25-year track record of working with services organizations. They bring a deep and practical understanding of services to create individual solutions that transform operations and enable IT Services organizations to better manage projects, resources and time & expenses in a way that secures future business and ultimately speeds their “time to profit”.