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.
Believe it or not, it doesn’t have to be an industry solution. We improve consulting companies with our standards-based approach.
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).
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).
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.
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.
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:
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.
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.
Scalability
With Dynamics 365 Business Central, you are always flexible and free. Whether it’s storage, users, or
Provision
You can currently run Dynamics 365 Business Central on servers in your own company (
Transparency
By using interconnected data, you can easily create
Microsoft Tools
You can seamlessly integrate the
We are looking forward to your inquiry!