ERP For Professional Services

We will define your needs and wants as well as how you would ideally use new automated solutions across your Professional Services company, whether you are an engineering, consulting, inspecting, architecture, accounting, financial advising, or other time and expense-based services provider.

After finalizing your Professional Services ERP software and services contracts, EAG stays with you to oversee your implementation until you successfully go live.  We will oversee integrations, data migration, change management, budgets, design and configuration, walkthroughs, training, testing, and go-live cutover and will provide executive and project sponsor support throughout the duration of your project.

We assist with all components of data migration: extraction, cleansing, transformation, and loading into your new system to ensure you have complete confidence in the accuracy of your data at go live.

• Little to no ability to systematically manage projects in your current system.
• No expense management application causing copious amounts of time manually tracking expenses, approvals, and related support documentation.

• Time entry is not user-friendly or intuitive requiring repetitive entry of project attributes and lacking defaults.

• Unable to see the availability of resources when staffing for projects.

• Time Tracking is kept in multiple systems that are not integrated.

• Unable to report on KPIs and other management requests without significant manual research and work.
• System currently doesn't allow for tracking of non-billable hours.
• No clear view of enterprise-wide customer data and touchpoints.
• No systematic way of quickly, efficiently, or automatically creating quality financial reports in the software.
• Manual intervention makes it very time-consuming, difficult, or completely impossible to provide timely responses to client information requests.

Our rapidly-growing professional services clients are already very busy with their day jobs and do not have time to become ERP experts. Though your key people still have to devote some time to an ERP initiative, hiring an ERP consultant frees them up to make the important ERP decisions while staying focused on their day job.

The more complex your business, the more likely for difficulty when selecting and implementing software. ERP Advisors Group will help you uncover your true needs and will only vet the most viable options for your size, requirements, resources, and strategy.

We will create your requirements document and demonstration script with professional services industry best practices in mind while retaining what is unique to your company, leaving out the manual workarounds.

Many clients hire us to help when they suspect they need a business case for new software. ERP Advisors Group helps stakeholders buy into what is best for the company by getting their input at multiple stages throughout the Needs Analysis, Selection, and Implementation.

A frequent complaint we hear from prospects who tried to select software on their own is feeling confused about the software's capabilities. We get vendors to show your requirements during their product demonstrations. This ensures you feel confident about selecting the best products that can meet your needs.

We negotiate tens of millions of dollars of deals every year for our clients. We provide contract review on all terms and conditions, including software and services, and every agreement embedded throughout the contract. Our clients receive price protection for many years to come on their purchases. While we don't guarantee it in writing, we normally save our fees on this step alone.