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Optimize your consulting projects with Microsoft Dynamics 365 Business Central – efficient, transparent and future-proof.
With Dynamics 365 Business Central, you can manage your consulting projects centrally – from customer care to resource planning and billing. Integrated functions ensure transparent processes, efficient team management and full control over costs, progress and profitability. This allows you to work smarter, not harder – and put your consultancy on the road to success.
Manage your customers, prospects and contacts centrally – from master data maintenance to documenting activities and analyzing sales statistics. You always have an overview of history, documents, sales and forecasts.
Plan the deployment of your employees and capacities automatically on the basis of ongoing projects and tasks. Relevant factors such as availability, qualifications, project durations and dependencies are intelligently taken into account.
Control your projects centrally – from planning and budgeting to invoicing. Assign tasks, record times and monitor project progress in real time. Thanks to flexible budgeting and target/actual comparisons, you can always keep an eye on costs and profitability.
Record travel times and expenses directly online – simple, transparent and traceable at all times. Upload receipts digitally, document your expenses centrally and ensure fast, fair and audit-proof accounting.
Accompany your customers from the first offer to the final invoice. Maintain an overview of order status and relevant information and access sales documents as required.
Issue your quotations, orders and invoices directly in Business Central – customized in your corporate design, centrally archived and ready for dispatch at any time. Thanks to integrated project billing, you can record times and services transparently.
Manage internal employees and external team members centrally in Business Central. Store fixed hourly and daily rates, record project times transparently and bill them directly. If required, you can easily connect add-ons (e.g. DMS).
Keep track of progress and costs compared to the budget. Real-time data and reports enable you to manage all projects transparently. This allows you to see where your team stands at all times, identify deviations at an early stage and take action.
Dynamics 365 Business Central offers you all central
You can manage everything from duty rosters and time recording to the administration of personnel data.
Create projects, invoice them and monitor the associated project costs and times.
Manage service items and contracts, plan assignments and document them. Your customers will love it.
Customize Business Central – with flexible add-ons that are specially tailored to the requirements of consulting companies.
With Business Central, you can manage your consulting projects consistently, digitally and efficiently – from customer care to invoicing. The solution is specially tailored to the requirements of consulting companies and supports you in optimally planning resources, streamlining processes and successfully completing projects.
From customer care to invoicing: you maintain an overview at all times and manage your projects in an integrated and transparent manner.
Plan capacities automatically and intelligently – for optimum capacity utilization and smooth project processes.
Assign deliveries to specific projects, monitor material flows and invoice flexibly – for precise construction site supply and transparent cost control.
Record expenses and times directly online – quickly, transparently and audit-proof.
Accompany your customers from quotation to invoice – centrally, comprehensibly and efficiently.
Invoice services individually – whether fixed price, time & material or mixed forms – and secure your cash flow.
What makes us special? We focus on maximum flexibility instead of industry specialization and adapt to your individual requirements. Our basis is Microsoft Dynamics 365 Business Central, which we extend with Microsoft Office 365, Power Platform, Copilot, add-ons and individual customizations. The aim is to create your individual, process-oriented, update-capable solution for transparency and independence. Many consulting companies already rely on our clearly presented, future-proof concepts.
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 duration and process of the ERP implementation depend on factors such as company size and individual requirements. The provision of the cloud solution only takes a few minutes, while the actual setup and customization can vary depending on the scope of the project. We rely on an agile methodology with short planning phases and iterative implementation cycles so that you can benefit from initial results quickly.
Further information: Information on the anaptis project methodology
The costs of an ERP implementation are very individual and vary from company to company because they depend on many factors (e.g. form of provision, requirements, number of users, current data quality, internal effort). With a cloud ERP solution, the decisive factor is the subscription, the costs of which you pay monthly or annually per user. With a local installation/on-premises variant, there are one-off license costs (per user), an annual maintenance contract as well as internal infrastructure and possibly personnel costs.
In our blog article “ERP budget: how to calculate your cloud investment” (German), we explain how you can roughly estimate the budget for an ERP implementation.
Alternatively, you have the option of leasing your ERP project with us if you wish. For example, you can work with our leasing partner MMV and pay off your investment with an attractive monthly installment.
Yes – Business Central can be flexibly expanded. Specially developed add-ons for consulting companies enable, for example, digital time recording, travel expense management, document management or interfaces to HR and financial systems. This allows you to customize and scale your solution.
At anaptis, we focus on implementing requirements as closely as possible to the standard so that the system remains updatable. Where necessary, we use individual extensions or apps that can be seamlessly integrated into the standard solution. This ensures that your system remains maintainable and flexible in the long term.
Business Central offers centralized contact management with activity history, sales statistics and project reference – for full transparency and targeted control.
Yes, the solution automatically takes availability, qualifications and dependencies into account – for optimum utilization of your teams.
Absolutely – services can be billed flexibly according to model, including direct connection to financial accounting.
Real-time data and standard reports show you the project status, budget consumption and possible deviations at all times – for targeted control and successful completion.
We are looking forward to your inquiry!
