Professional Services

A fast, affordable way to transform project performance with advanced planning and analytics to enhance your processes and give you a competitive edge.

At Clarivos, we work with professional services organisations to transform project performance. Clarivos INSIGHT for Professional Services unifies every business function – automating and sharing best practice with predefined processes and specifically designed analytics using SAP Business ByDesign.

As a cloud-based solution, Clarivos INSIGHT empowers professional services organisations of all sizes with a cost-effective way to seamlessly plan, monitor and bill projects, as well as improve resource and expense management.

Clarivos INSIGHT for Professional Services is fully integrated into SAP Business ByDesign ERP including finance and real-time management reporting.

Implementation times are around 16-24 weeks which ensures you can get a rapid return on your investment.

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Professional Services
  • Reduces time and cost
  • Ready-to-go bespoke fit
  • Total ERP coverage
  • Fully cloud hosted
  • Unified single package solution
  • Plan & forecast resources to maximise revenue across your business
  • Track FTE numbers and service agents - maintaining skills & certifications to keep them ready to deliver
  • Project & opportunity scenario planning – Determine future resource requirements to satisfy client requirements
  • Capacity planning – Aggregated view of resource availability by line of business to maximise utilization and income
  • Financial planning – Maintain a comprehensive view of revenue & margin across all lines of business in real time
  • Integrated project billing to streamline invoicing process and maximise cash inflows

Customer Contract Management

  • Service & support agreements
  • Subscriptions Management
  • Automated revenue recognition
  • Automated invoice scheduling to ensure timely Billing

Project Management

  • Integrate to financials, purchasing & sales for control
  • Plan projects & execute to maximum effect
  • Allocate resources to maximise billing and effectiveness
  • Analyse all stages of the project
  • Cost management

Resource Management

  • Maximise resource utilisation to maximise revenue
  • Information on skills matrix
  • Availability of appropriate or missing resources
  • Manage external service contractors to minimise costs
  • Manage rate cards

CRM

  • Service & support agreements
  • Subscriptions management
  • Automated revenue recognition
  • Automated invoice scheduling to ensure timely Billing
  • Create& execute marketing campaigns to promote brand
  • Track leads, opportunities & sales quotes to ensure control and Insight
  • Create& track sales activities
  • Create and track sales budget

Employee Time & Expenses

  • Time recording – integrated to projects to assist project control
  • Recharge time and expenses to customers on time
  • Manage employee time & leave to maximise billing time
  • Maximise resource utilisation to maximise revenue
  • Information on skills & availability of appropriate or missing resources
  • Manage external service contractors to minimise costs

Finance

  • Accelerate period-end closing processes
  • Improve control over cash availability
  • Optimise management of payables, receivables, inventory, and liquidity
  • Real-time analytics for better management decisions
  • Provide stakeholders with accurate and timely reports via enhanced reporting tool
  • Manage general ledger accounts for multiple operating units
  • Full Audit Trail
  • Integrate core business processes with financial performance

Better Customer Insights

  • Track leads, opportunities and sales quotes
  • Create & execute marketing campaigns
  • Create & track sales activities and budgets
  • Analyse products and historical trends
  • Reporting
  • Understand which customers are buying
  • Analyse geographical markets

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