Microsoft CRM works the way technology should. With Microsoft CRM, our Sales and Technical Support departments now share critical information and have forged a closer, more efficient relationship.Risa Zaleski
Director of Operations, Absolute Software
If you are a company who offers a professional service, then your product is your people. At the end of the day, you are selling the unique expertise of the people that make up your company. The way your people communicate, interact and operate with your clients will ultimately determine the success of your professional service company.
Whether you are managing relationships with new business ventures or existing clients, the right business solution will streamline business, monitor communications, allocate your resources, and leave your customers feeling cared for, attended to, and satisfied.
We practice what we preach. As a professional services company ourselves, we understand the need to attract and retain clients through close relationships. With easy-to-use business solutions, we can apply our very own expertise to help you respond quickly to new business opportunities while maintaining tight-knit relationships with existing customers.
Our ability to execute so effectively is due to our benefits-based delivery approach. We focus on the people dimensions of your business throughout the entire project lifecycle, from training to change management.
We have more than a decade of experience implementing a wide variety of business solutions for professional services firms and have worked with some of Canada’s leading organizations including Soberman LLP, Descartes, Absolute Software, Open Text, McNally Evaluations, Microsoft, Mentor Engineering and Stikeman Elliott LLP. We have the experience, depth and breadth of business and technical skills to help your business grow now and into the future.
To learn how you can add value to your professional service company by integrating resource management with sales and service delivery, watch our Resource Management Integration Webinar.
Ideaca has office locations in Toronto, Kitchener, Edmonton, Calgary, Vancouver and USA. To speak with one of our Professional Service experts directly, call 1-866-816-4332 or contact us online by filling out our inquiry form.
What Areas Can We Help With?
As a professional service firm, we know what it takes to help other professional service companies succeed. The following are some of the solutions that we have implemented for ourselves as well as our customers:
Financial SystemsAccurately collect, bill and report on financial transactions
Effectively manage all aspects of the finance function including streamlined time entry, billing and expense management, advanced project management, resourcing, budgeting, utilization reporting, time and expense capture, AR, AP and GL. Our professional service solutions utilize and leverage Microsoft Dynamics AX and SAP All in One platform technologies. Learn more about our Connected Back Office Solutions with Microsoft Dynamics AX for Professional Services.
Professional Services Automation (PSA)Initiate, plan, execute, close and control project and resource management
Gain efficiencies in project creation and delivery, as well as obtain access to more detailed project and resource planning, billing, forecasting, budgeting, progress follow up, time and expense capture, reporting and business intelligence using Microsoft Dynamics AX and SAP All in One platforms. Learn more about our Connected Back Office Solutions with Microsoft Dynamics AX for Professional Services.
Professional Services Dashboards and Business IntelligenceMonitor and report on critical KPIs using advanced drill-down analysis at a role-based level
Proficiently analyze KPIs around project and customer profitability, WIP, backlog, aging AR, cost of sale, and use advanced drill down functionality to understand margins by employee, employee level, line of business and service offering. We deliver these capabilities with SQL Server and Microsoft SharePoint. Learn more about managing performance with dashboards for Professional Services.
Knowledge Management and Collaboration for Professional ServicesIdentify and diminish project risk due to find-ability issues at the operational, financial and strategic levels
Improve responsiveness and knowledge retention in client engagements by leveraging knowledge audits, knowledge maps, information repositories, data integration programs and knowledge networks, communities and practice areas using a robust Microsoft SharePoint platform.
Customer Relationship Management (CRM)Empower sales, client management teams and executives with a complete 360 degree view of prospects and clients
Optimize your ability track, monitor and manage projects, resources and customers through lead and opportunities management, client/account profile management, contact and event management, hierarchies (client, company, and industry), operational KPIs, pipeline reporting, and role-based user interactions with Microsoft Dynamics CRM for Professional Services.
Arbor Memorial, a Canadian memorial services company increases collaboration and usability throughout the organization with Intranet Solution.
Absolute Software boosts system performance, marketing efforts with CRM solution.
McNally Valuations Inc.
McNally Valuations, a professional services firm, rapidly deploys Dynamics CRM 4.0 in one month to streamline their project management process.
For more Professional Services Success Stories, click here.
ROI in Mobility
Webinar outlining practical tips for searching out savings in your PSO.
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