Increase your profitability through automated processes, reduced paperwork, and timely operating information.
Project-based organizations like engineering or accounting firms, IT consulting companies, advertising and marketing agencies or anyone that bills for time and expenses have unique challenges. Operational success requires efficient time and expense collection, timely and accurate invoice preparation and effective project management. Stoneridge Software has helped create efficiencies within project-based companies by leveraging the finance and project capabilities within Microsoft Dynamics. Our proven approach to implementations includes working side-by-side with your team to learn about your business processes and what makes you unique so we can set the project up for success.
By taking advantage of integrated business solutions that work across multiple business focus areas and individual roles, professional services organizations can obtain a 360-degree view into clients, projects and cost controls. This type of system offers practice managers and leaders up-to-date operation insights that lead to better, more informed decision-making. Rest assured that our team is there for the duration, to support you, keep you connected to necessary resources and ensure you truly get the most from your investment.
In addition to core financials, Microsoft Dynamics for Professional Services covers your industry-specific needs.
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Project Quotation
Work Effort Estimation • Categorization for Bidding • Lead to Opportunity tracking w/ CRM Integration
Begin building and managing the relationship with your potential clients by tracking the entire quotation lifecycle. From learning the details of the project to providing an estimate and then winning the deal and moving on to the project phase.
Delivery Optimization
Project Planning • Booking Resources • Budget Forecast & Creation • Templated Work Breakdown Structures
Within the Dynamics 365 solution you can begin to prepare for how you will staff the project, taking into account the capabilities and skills of resources that are required. This is where the core of your project planning takes place. And templated work breakdown structures save you time on repeat projects.
Project Execution
Time Entry • Purchasing • Expense Tracking & Categorization • Ease of Integrations • Complex Invoicing & Billing • Budget vs. Actual Reporting
During project execution we provide you with the features to have visibility into on-time and on-budget goals. Easily enter time, categorize expenses, import expenses and track everything you need in order to accurately bill, whether it’s time and material or fixed bid.
Accounting & Reporting
Cost Analysis & Revenue Recognition • Reporting: WIP, Cost to Complete, Project Audit, Project Estimates, Committed Costs
Visualize where you are at. You’ll see what you have left for work, what the costs are per project and track month-end at a high level. Using Microsoft Dynamics we helps service based companies with accurate revenue recognition, including accrual, completed contract or percentage of completion methods. We can accommodate periodic billings, milestone billings or bill everything at completion. Microsoft Dynamics provides you the flexibility to accommodate multiple revenue recognition and billing processes.
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It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.