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.

Efficient and affordable. Accelerate future growth and become a proactive insight-driven business with Clarivos Insight for Professional Services. 

Professional services organisations are under immense pressure. You have to balance growth aspirations, with new opportunities and investment, and ongoing projects need to be delivered on time and on budget. At the same time you have to ensure tangible business value is delivered to your customers.

Insight empowers growing professional service companies with SAP Business ByDesign cloud ERP, unifying all business functions - automating best practice with predefined processes, and specifically designed analytics. 

Above all, Insight comes out-of-the-box, ensuring rapid deployment and quick time-to-value.   

Make planning, monitoring, and billing projects seamless, and resource-efficient in as little as 16-24 weeks. 


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Professional Services

We'll help you with:

  • Reducing time and cost
  • A ready-to-go bespoke fit
  • Total ERP coverage
  • A fully cloud hosted platform
  • Get a unified single package solution
  • Planning & forecast resources to maximise revenue across your business
  • Tracking 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

Make customer engagement smoother with preconfigured customer contract management. Service and support agreements. Subscription management, automated revenue recognition, automated invoice scheduling all ensure timely and easily tracked billing. Less time on admin. More time building relationships. 


Execute projects to maximum effect

Optimise project management. Get better control by integrating financials, purchasing, and sales. Allocate resources efficiently to ensure cost and time efficiency. Analyse all stages of projects for improvements.

Better resource management

Maximise resource utilisation to maximise revenue. Flag availability of appropriate or missing resources. Skills matrices drive informed decisions. Manage external service contractors to minimise costs. Make rate cards simple.

CRM

Take time away from admin by automating manual CRM processes. Automate revenue recognition, and invoice scheduling. Stop losing potential customers by providing a seamless customer experience. 


Employee Time & Expenses

Make people management simple. Time recording is tied to projects, supporting complete project control. Recharge time and expenses to customers on time. Manage time and leave to maximise billing time. Maximise resource utilisation to maximise revenue. Get information on skills & availability of appropriate or missing resources. Manage external service contractors to minimise costs

Finance supports performance

Accelerate consolidation and close. Automate payables, receivables, and liquidity. Plan better for the future with accurate forecasts of cash flow. Improve transparency with a full audit trail. Accurate and timely reports give your stakeholders the full picture. 

Get better customer insights

Stay competitive with analytics that help you visualise and report customer, product, and market trends.


Get better customer insights

Stay competitive with analytics that help you visualise and report customer, product, and market trends. Track leads, opportunities, and sales quotes. Create and execute marketing campaigns.

Talk to us today.
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