Assistance PSO for Microsoft Dynamics™ 

Professional services firms are challenged with selling an intangible product that is difficult to quantify and ever-changing. Profitability requires that projects are estimated correctly and completed on time, while meeting or exceeding customer requirements. To succeed, companies must adopt strategic and comprehensive financial, project, and resource management practices. This can be accomplished with an information technology (IT) infrastructure that allows your people to share data, work together, and make effective decisions.

Microsoft Dynamics ERP and CRM solutions help professional services firms manage every aspect of their business, from customer relationships and projects to process outsourcing and financial management. These solutions can streamline operations while improving the quality of customer interactions, and help you make faster and smarter decisions.

With your current ERP system, are you able to:

•  Track all customer-facing activities across multiple
   communication channels?

•  Communicate with customers through document sharing and    safe Web interactions?

•  Smoothly manage projects with visibility into all project
   information and key performance indicators to enable quick
   and accurate decision-making with integrated project
   accounting and project management?

•  Effectively allocate internal resources and increase billable
   hours?

•  Boost productivity by automating business processes such
   as billing and invoicing

Assistance PSO for Microsoft Dynamics™ is an integrated solution for Professional Service Organizations. This unique solution is based on Microsoft™ platform technology and is developed for service providers that work on a project-by-project basis. The system's powerful interface enhances the productivity of your staff and organization right from day one.

Integrated innovation for service providers. Assistance PSO for Microsoft Dynamics offers service providers a total solution for everything from CRM to invoicing. The link with Microsoft Outlook™ means you can enter working hours quickly and efficiently. Assistance PSO grows with your organization and can be upgraded to include Microsoft Dynamics CRM™, Microsoft Dynamics AX™/NAV™/GP™ and links Microsoft SharePoint™.

A solution with a proven track record. Assistance PSO for Microsoft Dynamics™ is the tried-and-true solution for the professional services sector and has already been used successfully by over 600 organizations. This powerful application is used by small, medium-sized and large organizations alike. Assistance PSO offers both standard technology and a customized solution for your field of expertise!

Feature Overview

Fully CRM integrated
The standard CRM interface offers all the basic options that you can expect of a CRM system. The data can also be linked to Microsoft Outlook™, Microsoft Excel™ and Microsoft Word™ for use in mail shots.

Projects form the core
Project administration lies at the core of Assistance PSO. Contract arrangements like cost-plus agreements, fixed prices, percentage schemes, installment plans and cost-plus agreements subject to ceilings can be recorded for each project phase/item.

Dashboard for each project
The project dashboard provides an overview of project status at a glance.

Time sheet is linked to Microsoft Outlook™
Working hours can be entered in the time sheet, which is conveniently linked to Outlook™. Never before has it been so easy to record your hours!

Expense accounts
In addition to recording working hours, it is also possible to enter expenses. This is even easier with thanks to the link to the item database.

Invoicing in a snap
Invoicing has never been so quick and easy -not only is it totally automated, but also offers great flexibility. The integration with Microsoft Word™ means you can completely tailor invoices to the information required by your customers.

Next Steps:

For pricing or additional information about Assistance PSO please contact Jim Drumm by phone at 630-566-8432 or email jdrumm@sikich.com.

Download the Assistance PSO eBrochure

View an online demo overview