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ERP Solution in the Consulting Sector

Believe it or not, it doesn’t have to be an industry solution. We improve consulting companies with our standards-based approach.

Useful for most Industries:

ERP Standard Solution instead of Rigid Industry Solution

We have not specialized in specific industries. Nevertheless, we now have several consulting clients and are well-acquainted with the challenges in this field—Regardless of specialization (management consulting, financial consulting, strategy consulting, IT consulting, or HR consulting). What is our approach to ERP software for consulting? In a nutshell: We always base our work on the standard ERP solution Dynamics 365 Business Central (formerly Dynamics NAV/Navision) and incorporate additional technologies such as Microsoft Office 365, the Microsoft Power Platform, and industry-specific add-ons. If necessary, we also develop customizations for you. This significantly sets us apart from our competition. Your system remains up-to-date and you stay independent from the partner company.

Standard ERP Solution

Experience has shown that we can map the majority of our projects in the Dynamics 365 Business Central standard. The system standard includes all processes (e.g., finance, warehouse).

Add-Ons

If the standard solution is not sufficient, we can easily solve some challenges with add-ons and Microsoft products (e.g., Microsoft 365, Microsoft Power Platform).

Adjustments

If you require further special functionalities, we can solve your challenges with individual adaptations. Contact us and we will be happy to advise you on your request.

ERP Software for Consulting:

Functions for ERP Software in the Consulting Sector

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Managing Contacts

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.

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Managing Projects

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.

The following customizations are also possible and popular:

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Managing Orders

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.

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Tracking Time

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:

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Writing Invoices

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:

Enjoy the Benefits Now:

Your Dynamics 365 Business Central Benefits

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Standard Solution

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.

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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.

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Provision

You can currently run Dynamics 365 Business Central on servers in your own company (On-Premise), online (from the Cloud), or in a hybrid environment.

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Transparency

By using interconnected data, you can easily create reports and analyses in real time, identify trends and forecasts, and make well-informed decisions.

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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.

ERP Software in Consulting:

An Excerpt from Our References

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