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Role-Based KPI Dashboards
Next generation Professional Services Organizations (PSO) are working tirelessly to achieve higher levels of EBITDA, increase company utilization rates, new customer accounts sold and better manage employee performance through the assessment of employee profitability. The adoption of role-based PSO dashboard technologies to assess critical company metrics and KPIs is proving essential in helping firms achieve benefits across the key pillars of project management, financial management and financial reporting.
Role-Based KPI Dashboards for Professional Services Highlights
- Dashboards in-a-box to deliver tailored views for finance, operations, sales, delivery and executive management to monitor a number of operational KPIs
- Rapid deployment via 20+ pre-defined dashboard & report templates
- Integrated software offering to support project-based organizations
Our solution delivers baseline cubes and report templates that include:
- Finance, project, resource cubes
- Client, project, resource profitability
- Standardized WIP reports
- Standardized aging AR reports
- P&L statements with “slice & dice” capabilities
Role-Based KPI Dashboards for Professional Services Benefits
- Acquire the right clients
- Leveraging profitability drill-down capabilities, accurately assess the clients that make you the most
- Improve utilization rates, future bill rates and your ability to close deals
- Gain an accurate view of client profitability and gross margins to analyze what clients are most profitable
- Better manage your employees to increase rates through detailed analysis of margin, cost, rate and productivity per employee
- Increase employee retention rates
- Retain your most important employees by critically assessing employee utilization rates and hours worked to help them avoid burnout or reduced morale by spending too much time on the bench
- Allocate resources to your most profitable business areas
- Utilize dashboard trending data to measure long-term profitability and viability by office and business area
Listen in on a recording of our Performance Monitoring Dashboards Webinar to learn the fundamentals of performance monitoring dashboards, practical scenarios, and how to get the most out of your reporting tools.
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.
