Professional Service ERP: The Foundation for a Connected Business Ecosystem.

Businesses find it challenging to delegate tasks effectively while retaining control over organizational processes, but it’s crucial to their success. Professional Services ERP software offers a comprehensive solution by providing real-time visibility into resource availability, enhancing project management capabilities, and streamlining collaboration and communication. It will help businesses to delegate tasks while maintaining control and transparency, thus paving the way for sustainable growth. The key reason why Professional Service ERP solutions are preferable to standard ERP implementation is that they are more scalable and project-driven based on your business needs.

    Who can leverage Professional Service ERP Software?

    Professional Service ERP or Professional Service Automation Solution (PSA) is a software solution designed to streamline critical business operations for service-based businesses. It manages and optimizes the project or service lifecycle from sale to billing. Any B2B service industry can benefit from this end-to-end solution that streamlines their vital business processes.

    • Marketing Agencies
    • Consulting firms
    • Systems integrators
    • Engineering companies
    • Architecture and design firms
    • Software-related services
    • IT Consulting companies
    • Law firms
    Professional Service ERP software solution
    Professional Service ERP software solution

    How Professional Service ERP Can Accelerate Your Resource Utilization Rates?

    • Professional Service ERP streamlines administrative processes, allowing your employees to concentrate on client-facing operations.
    • Using billable hours data, you can quickly assess staff utilization and gain insights into billable vs. non-billable activity.
    • Analyses and detailed project reporting simplify client reporting and reduce time spent searching for data.
    • Real-time data and increased visibility lead to more effective decision-making.
    • Time-tracking tools help you automatically summarize task duration in one centralized location, minimizing time-consuming activities and preserving data integrity.
    • Manage all the aspects of your project with Robust project management capabilities.

    Features to Consider when Selecting a Professional Service ERP Solution

    Project Management

    You can finish projects quickly if your Professional Service ERP Solution includes robust and fully integrated project management features. You can set milestones to break down task structures into smaller, more achievable targets and track project successes along the way. You can also quickly set up tasks, deadlines, locations, and team members.

    • Planning Templates
    • Timeline Tracker
    • Task Management 
    • Record Notes & Meetings
    • Project Rate Card Management
    • Custom Workflow
    • Dynamic Project Scheduler/ Capacity planning 
    • Project Material & Expenses Tracking
    Professional Service ERP software solution
    Professional Service ERP software solution

    Desk and Workspace Optimization 

    Optimize your desk and workspace with the Right Professional Service ERP solution and enjoy improved organization, transparency, and flexibility. Plan, organize, and assign tasks instantly within your projects, and see what has to be done and what has been completed. To ensure a streamlined workflow, use the to-do list tool and build an unlimited number of sub-tasks.

    • Kanban /Gantt view
    • Taskboard
    • Create Milestone/Alerts
    • Triggers & Notifications
    • Work/ Activity Templates
    • Approvals/ Signoff
    • Web / Mobile Timers
    • Chatbox/ Email Support

    Sales Pipeline Management 

    Efficient sales-rich features are crucial in a Professional Service ERP solution. By building a playbook for sales best practices, you can ensure consistency and improve the effectiveness of your sales team. Moreover, integrating your CRM with your delivery team’s system can offer you visibility into the promises made during the sales process, enabling you to fulfill those promises with confidence.

    • Client Portfolio Management 
    • Opportunity Management 
    • Lead Nurturing 
    • Order Management
    • Contract Management
    • Quotation Templates 
    • Marketing Automation 
    • Customer Segmentation 
    • Sales Forecasting & Analytics 
    Professional Service ERP software solution
    Professional Service ERP software solution

    Resources Management

    Another important feature you need in your Professional Service ERP solutions is effective resource management. You can see everyone’s billable and non-billable allocations and can track their time in a centralized system. Furthermore, it reduces bench time and overbooking, resulting in a more efficient workflow.

    • Dynamic Resource Scheduling
    • Workload Management
    • Remove Burnout/Bottlenecks
    • Skill Alignment as per the project
    • Performance Management
    • Timesheet
    • Billable/Non-Billable
    • Real-Time Reporting
    • Payroll Management

    Financial Management

    You can boost your margins from pipeline to active projects by utilizing the extensive financial management features of Professional Service ERP solutions. It supports businesses in invoicing, increasing cash flow, lowering debt, and resolving billing disputes. You can enhance your bottom-line results by obtaining a clear financial picture of the project budget and revenue with real-time financial data.

    • Cash Flow Management
    • Account Receivables/Payables
    • Minimize Credit Risk
    • Automated Invoice Management
    • Tax Management
    • Fixed Asset Management
    • Bank Reconciliation
    • Revenue/Budget Reports
    • Collection Notices
    • Financial Forecasting 
    Professional Service ERP software solution
    Professional Service ERP software solution

    Buisness Intelligence

    Our professional ERP solution provides out-of-the-box reports and dashboards that are simply accessible, and it integrates teams, clients, and work in one centralized platform to manage and measure business performance and profitability while forecasting and planning for the future.

    • Revenue forecast report
    • Budget and profitability report
    • Client data report
    • Sales report and insights
    • Planned vs actual report comparison
    • Performance report

    Integration & Workflows

    Choosing a Professional Service ERP with a seamless integration procedure allows you to connect and customize with a range of Apps and Resources to create the ideal platform for your organization’s specific requirements.

    • Multi-currency support
    • CRM Integration
    • Integration with Productivity Tools
    • Social Media Integration
    • Other Third Party Integrations
    • Semleseely Align Data, Tools & Team

    Partner with Bista Solutions for Successful Professional Service ERP Implementation

    Image Icon

    Expert Consultant Team

    We have a team of expert consultants for your guidance and support at every step of the ERP Implementation journey and even after that.
    Image Icon

    Decades of Experience

    With over 3 Decades of ERP implementation experience, Bista Solutions has the knowledge and expertise you need.
    Image Icon

    Global Presence

    With a presence in 10+ countries, Bista Solutions can support your business on a global scale.
    Image Icon

    24/7 Support

    Bista Solutions offers 24/7 support to ensure that your ERP solution is always up and running, and your business is successful.
    Image Icon

    Expert Odoo Developers

    With a team of over 250 expert Odoo developers, you can rely on us for the successful implementation of your Professional Service ERP solution.
    Image Icon

    Multiple Award Winning Gold Partner

    We have been awarded "Best Odoo Gold Partner" multiple times (2022, 2021, 2018, 2016 & 2014) due to our commitment to delivering exceptional services.
    Image Icon

    Successful Custom App Development

    We have over 200 successful custom apps developed with our ability to tailor solutions to meet unique business requirements.
    Image Icon

    Successful Project Implementations

    We take pride in our track record of completing over 350 projects across a range of different industries. But don't just take our word for it, You can check what our clients have to say about their experiences working with us.

    Unlock Real and Measurable Results with our Professional Service ERP Solution and gain Bird eye visibility into every business operation. 

    Consult With Our Experts Today!