AN OFFERING FOR PROFESSIONAL SERVICES COMPANIES

PROJECT SERVICE FOR DYNAMICS 365

[ABOUT] THE SOLUTION

Projectum has an integrated Microsoft Dynamics 365 Solution Offering for Professional Services Companies. The Solution is built in Project Services for Dynamics 365 and is a holistic Project and Portfolio Management Solution for external facing companies that need to bridge sales, initiation, and execution of projects, and invoicing of external customers.

 

  • The sales component of Microsoft CRM to handle your early pipeline projects and to facilitate sales processes.
  • Project Services Automation (PSA) to get a portfolio overview and start planning your projects.
  • A Resource Management component in PSA, to ensure a good resource and allocation process and allocation of the right resources with the right skills to your projects.
  • Basic Project and Portfolio disciplines such as Portfolio Analysis, Governance (workflows), Program Management, and Portfolio Reporting & Dashboards.
  • A Field Service component to hand work orders or minor tasks at customers.
  • Unified time registration across the different components, in order for users to get an overview of work on cases, work orders, project work and non-project work.
  • Unified invoicing based on registrations approved by managers in the solution

Professional Services Firms in the context of our Project Service offering are:

  • 1. Classic PSFs (Consulting and other external focused companies)
  • 2. Professional campuses (e.g. hospitals)
  • 3. IT or Management Consultancy Firms
  • 4. Technology developers (e.g. R&D firms, biotechs, other industrial customers with an external focus).

 

* If you do not fit theses boxes exactly, but represent a company characterized by a high knowledge intensity, a lot of projects, and with an external focus, our Dynamics 365 might offering still be relevant.

  • Unique support for both sales process (pipeline) and project process (gate models)
  • Plan and deliver successful projects based on project status and overview of progress on projects
  • Increase productivity with effective document management in projects
  • Optimize your resource allocations with effective resource management with capabilities overview and booking functionality
  • Forecast project profitability using Gantt charts and project planning functionality - both costs and resources
  • Increase billable hours when consumed time and costs on projects is invoice
  • Innovate with a modern and adaptable platform
Projectum
Customer Case

Tabellae is one of those companies that has succeeded with the implementation of the Microsoft project management software and with the help from Projectum accomplished their goals with a better overview and an increasing utilization.

SUPPORTING

THE LIFE CYCLE


Based on the Dynamics-platform, our solution supports the total life cycle from the first sales and project pipeline, to actual execution of projects, to ongoing maintenance and support tickets after the projects are delivered.

A HOLISTIC

SOLUTION


Upon request, Projectum can also activate the Service Portal component, to ensure correct and good customer support by handling incidents and SLA’s. The Projectum Offering connects the different components in Microsoft Office 365, and adds an increased value of having a holistic solution.

EXTENDED BENEFITS

Optimizing resources
Effective managing of future projects
Facilitating collaboration and visualization of value
Improve your resource overview
Increase billable hours
Forecast Project Profitability
Plan for success
Increase productivity

PRICING

PACKAGE


Want to learn more about this solution? Fill out below form to request to learn more about this offering. As soon as we have received your information, you will be contacted to align your needs.

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