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Dashboards & Analytics to Monitor Organizational Health

The next generation Professional Services organization is faced with a wide spectrum of business imperatives and challenges to ensure on-going success and profitability. Flexible technology solutions designed specifically for project-based organizations have aided best-in-class firms in establishing the balance of running a streamlined operation; maximizing customer satisfaction; and constantly increasing the efficiency of services and internal processes.

Leading Professional Services organizations maintain and monitor growth with tools to:

  • Identify top clients & why they buy. Focus on organic growing to boost revenue & sales through existing profitable customer relationships.
  • Segment & profile top tier customers & create a top client program to incent & reward loyalty
  • Identify issues, flag & monitor client accounts gone awry – take corrective actions more quickly & minimize potential losses

Solution Highlights

Highlights of our solution include:

  • Dashboards in-a-box, supported by advisory & implementation services to deliver tailored views for finance, operations, sales, delivery & executive management to monitor a number of operational KPIs
  • Accelerated solution envisioning, design & build with our proven reference architecture for Professional Services organizations
  • Rapid deployment via 20+ pre-defined dashboard & report templates
  • Integrated software offering to support project-based organizations

What Can You Expect?

Leading Professional Services organizations continually strive to optimize business efficiency and operations. The adoption of new technologies is effective in helping firms achieve benefits across the key pillars of project management, financial management and financial reporting.

Our solutions delivers baseline cubes & report templates that include:

  • Finance, project, resource cubes
  • Client, project, resource profitability
  • Standardized WIP reports
  • Standardized Aging AR Reports
  • P&L statements with “slice & dice” capability

How Can We Help You?

Our experienced team of consultants coupled with our solution accelerators and an integrated software offering from Microsoft are all critical components to minimize your risk, optimize your performance and reduce your total cost of ownership.

For more information, please contact Gord Smith at gord.smith@ideaca.com or on the phone at 1-866-816-IDEA (4332) x5157.