Would you like an ERP solution for your consulting company that covers your processes individually and is future-proof? With Dynamics 365 Business Central, you can effortlessly manage quotes, projects, clients, and billing all in one system.
No matter what specialization your company has (management consulting, financial consulting, strategy consulting, IT consulting, or HR consulting), the everyday challenges are similar. When the software isn’t functioning properly, data breaks occur, workflows become inefficient, and administrative costs rise. Project documentation is incomplete, a lack of data integration causes you to miss sales opportunities, and you lack an overview in resource planning. Does this sound familiar to you?
We have a solution!
We have not committed to specific industries. Nevertheless, we have experience with the implementation of ERP software in consulting firms. We are well aware of the challenges in this area. What sets our approach apart from others? In short:
We always align ourselves with the standard ERP solution Dynamics 365 Business Central (formerly Dynamics NAV/Navision), which covers various departments, and we incorporate additional technologies such as Microsoft Office 365, the Microsoft Power Platform, Microsoft Copilot, as well as industry-specific add-ons. If necessary, we also program custom modifications for you. This significantly sets us apart from our competitors. Your system remains updatable and you are independent from the partner company. In our blog post “Standard ERP Solutions vs. Industry Solutions,” (German article) you will find a detailed comparison of the options.
Dynamics 365 Business Central provides you with a 360-degree view of your customers. Create contacts including all relevant information. This way, you can easily archive contact details and interactions (customer conversations and correspondence) clearly and track past interactions effortlessly.
In addition to contacts, you can also create segments (e.g., for direct mailing). Furthermore, you can easily manage sales opportunities, identify potentials early, and target campaigns to your contacts effectively.
Discover all the features of Dynamics 365 Business Central in the CRM area.
In Dynamics 365 Business Central, you can create your consulting project with just a few clicks, including descriptions, customer, project manager, start and end dates, budget, and costs. This allows you to plan, view, and execute each project clearly. You can easily create tasks and assign them to team members and resources. Additionally, you can set up budgeting: either simple or complex, covering a variety of items.
Project controlling is also easy, thanks to real-time data and meaningful standard reports (e.g., budget consumption). You can check the project progress at any time.
Discover all the standard features for projects in Dynamics 365 Business Central on our landing page. The following customizations are also possible and popular:
If needed, we can create a custom report showing how much each team member has worked on each project.
For professional document management, we offer an interface to third-party software (e.g., D3) or the fully integrated solution Document Capture. Manage documents anytime, anywhere.
With the Continia Document Output add-on, you gain a software solution for managing digital file outputs from Microsoft Dynamics 365 Business Central. The add-on saves you time and reduces your complex manual processes, helping you keep track of all sent and created documents.
With the Mobile Service App from Anveo, your consultants can easily access Dynamics 365 Business Central (formerly NAV/Navision), regardless of network coverage and even offline. This module is also ideal for field staff and service technicians.
If needed, we can create a custom report showing the remaining budgets available.
Dynamics 365 Business Central supports you throughout the entire flow from customer inquiry to quotation and order confirmation to invoicing. You have insight into orders at all times, including their status, and can access further information if needed. Everything is centralized in one place.
You can send documents directly from the system to your customers (Outlook integration). Additionally, you can create sales orders manually or from a sales quote.
In Dynamics 365 Business Central, your team members can track their time using the timesheet, allowing them to capture the duration of tasks in detail. This enables easy identification of any extra efforts. Workflows are also possible, such as review by the project manager followed by approval.
This forms the basis for fair and transparent billing for your customers.
Additionally, the following customizations are possible and popular:
With the Tempras TempVision add-on, you can manage time and operational data tracking, deployment planning, and access control.
Using the Continia Expense Management app, integrate a simple and transparent travel expense reimbursement system into your ERP solution. Allow your team to submit expenses via browser or mobile app and centrally approve them with ease.
In Dynamics 365 Business Central, you can create invoice and quotation templates in your corporate design, send them from the system, and archive them. This allows you to easily invoice booked times, resource consumption, and project-related purchases.
Additionally, the following customizations are possible and popular:
If needed, we can program a convenient customization to handle billing for recurring fees (e.g., license and maintenance fees, support quotas).
With konfipay by windata, you can automatically transmit payment orders and retrieve account statements and PayPal transactions.
With Anveo EDI, you can easily exchange data:
We implement an interface for Elster exports for you.
Companies often outsource debt collection. To facilitate this, we can implement an interface to a debt collection agency.
With the Infoniqa Payroll 365 add-on, companies can structure and automate the entire payroll and salary processing process.
With BELWARE XRECHNUNG, you can easily send invoices as XRechnungen XML, ensuring compatibility with government requirements.
With the OPplus 365 add-on by Continia, you can optimize your payment processing (import and export) with manufacturing companies, wholesalers, or end customers. Automate your processes (balancing, pre-accounting, etc.) and gain more transparency over your payments.
It is our top priority to implement your requirements as closely as possible to the standard. Your system should be updatable and you should remain independent.
Scalability
With Dynamics 365 Business Central, you are always flexible and free. Whether it’s storage, users, or Add-Ons from AppSource – the system scales with you.
Deployment
You can currently run Dynamics 365 Business Central on servers in your own company (On-Premises), online (from the Cloud), or in a hybrid environment.
Transparency
By using interconnected data, you can easily create reports and analyses in real time, identify trends and forecasts, and make well-informed decisions. Stay one step ahead of the competition!
Microsoft Tools
You can seamlessly integrate the ERP system with Microsoft tools (e.g., Microsoft 365, Power Platform) and experience the unified Microsoft look and feel. What are you waiting for?
Expertise
We bring over 20 years of experience as a Microsoft-certified ERP partner in the mid-sized sector! We understand your challenges and optimize, for example, project management and resource allocation with Dynamics 365 Business Central.
We understand the central role of change management in the ERP project and have seamlessly integrated it into our project methodology. Our clients can rely on us to collaboratively implement a future-proof ERP project.
Why anaptis? Discover the advantages that will make your heart beat faster:
We prefer a standard-based software approach and first assess if a requirement can be solved with the standard. This is how we ensure that you remain independent and
The costs of an ERP introduction are highly individual and vary from company to company because they depend on many factors (e.g., deployment method, requirements, number of users, current data quality, internal effort). For a cloud ERP solution, the subscription is decisive, and you pay monthly or annually per user. For a local installation/On-Premises version, there are one-time license costs (per user), an annual maintenance contract, as well as internal infrastructure and possibly personnel costs.
In our blog article “Purchase of ERP Software: How to Define Your Budget” (German article), we discuss how you can roughly estimate the budget for an ERP introduction.
Alternatively, if desired, there is the option to lease your ERP project with us. For example, you can work with our leasing partner MMV and pay off your investment amount through an attractive monthly rate.
The duration of an ERP introduction varies from company to company. Different factors come into play, such as size and the proportion of individual requirements. Additionally, a distinction can be made between Cloud and On-Premises solutions (German article).
The deployment of the online solution takes only a few minutes. The setup duration of your On-Premises solution is longer due solely to the setup of the On-Premises (local) components, as the necessary server systems (database, application, etc.) need to be provisioned.
Furthermore, the following points are relevant:
There are different methods of ERP introduction. Generally, a distinction is made between the waterfall model or an agile approach. We have developed our own agile methodology, which is a combination of both: Initially, we conduct high-level planning within 3-4 days (all necessary functionalities, project start, framework conditions). Detailed specifications and requirements documents are not needed.
Then, we proceed with the introduction in 4-week iterative phases or sprints. In each phase, we plan the sprint, conceptualize the tasks and budget, and execute them. At the end of each phase, the client must test the implementations and assess the quality. Only then does the next implementation phase begin. Any unfinished tasks are transferred to the next implementation phase. This process repeats in each of the implementation phases.
At the end, the implementations are compiled together. Subsequently, we train your team and allow them to thoroughly test the system before going live.
Yes, we do. In our download area you’ll find both a checklist for ERP selection and a whitepaper on ERP introduction from A to Z (only available in German).
Why anaptis? Why should you choose us as your partner company for ERP introduction from the vast Microsoft network? We’ll give you an overview of what makes us unique.
If requirements cannot already be covered by the system standard, the system can easily be expanded or customized using apps.
You can find more information in our overview of extensions for Business Central. In our success stories, we also describe a number of individual customizations.
There are several risks that can lead to the failure of an ERP project. These include, among others, underestimating the complexity, having an inadequate project team, lack of change management, or selecting an unsuitable system. You can find all the information in our blog:
We are looking forward to your inquiry!
