Operational challenges
The operating details ERP must support.
- Project accounting
- time and expense
- resource management
- contract management
Industry
Professional Services
Project-based businesses need ERP processes that connect time, expense, project billing, revenue, resource planning, and profitability.
Finance and reporting challenges
Finance issues that shape ERP requirements.
- Project billing
- revenue recognition
- utilization
- project profitability
- forecasting
Required ERP capabilities
Capabilities commonly reviewed during assessment or selection.
- Project accounting
- approval workflows
- CRM integration
- margin reporting
Recommended pathways
Processes, integrations, platforms, and services.
Important business processes
Processes commonly reviewed for this industry.
- Project Accounting
- Order to Cash
- Record to Report
Common integrations
Connected systems commonly involved.
- CRM
- expense management
- time tracking
- planning
Recommended ERP platforms
Platforms commonly evaluated for this industry.
- Sage Intacct
- NetSuite
- Dynamics 365
Maitero services
Services commonly useful for this industry.
- ERP Assessment
- ERP Selection
- Reporting and Analytics
Industry project scenario
Representative project patterns, risks, deliverables, and expected improvements.
View scenariosIndustry deliverables
Requirements, process maps, data plans, integration architecture, dashboards, and roadmaps.
View deliverablesNext step
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