Professional Services

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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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

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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