ERP For Professional Services

ERP Advisors Group (EAG) is one of the top independent enterprise software advisory firms for Professional Services.

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Some professional services firms need to automate manual processes for tracking time and expenses, while others need to automate the entire project lifecycle, including resource management, detailed task tracking, and intricate costing and profitability reporting. ERP Advisors Group can help your firm plan what you need so you purchase the right software without buying modules you don’t need.

Download the free "Professional Services Factsheet".

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ERP Help for Professional Services

ERP Advisors Group will help your Professional Services business define requirements, set your software strategy, provide a roadmap, conduct a diligent vendor selection process, and manage the entire implementation.

Develop Your Professional Services ERP Strategy

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.

Choosing an ERP for Professional Services

We will guide you through selecting the best fit, most cost-effective business applications, and implementation partners.

Implementation Project Management

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.

Data Migration

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.

Why Professional Services Companies Upgrade Their ERP Software

Surveys across all of our Professional Services clients reveal the most common reasons why they need new ERP to automate their business:

  • 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.
ERP Advisors Group guided us through the process of selecting the right ERP solution that best fit our needs today and for the long term. I frankly don’t know what we would have done without EAG’s expert guidance throughout the implementation process.

Dean Anagost

CFO, KLJ Solutions

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Why You Should Hire ERP Advisors Group

We are 100% independent ERP consultants, and we never take commissions or payments from any vendors. Combining our objectivity with our white-glove selection process, you will be absolutely certain that you are selecting the right software and implementation resources.

"I would definitely offer up EAG as an independent company to help guide somebody through the [Needs Analysis] process effectively." - Zan Murray, JUB Engineers


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.

Complex Business Processes

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.



Best Practices for Your Industry

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.


Change Management

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.


Vendor Demonstrations

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.

Contract Negotiations

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.


How to Know If You Need an ERP Upgrade - Free Download 

Benefits to Upgrading Your ERP Software

ERP Advisors Group's Needs Analysis will uncover the benefits your company would realize with an ERP upgrade. Some of the most common benefits your Professional Services business will realize include:

  • Detailed time tracking capabilities.
  • Provide mobile functionality for entering time into timesheets.
  • Tight integration between CRM and ERP as well as additional applications.
  • Project Management inside the ERP with full visibility into activities and resources.
  • Visibility into work in progress for consulting projects.
  • Real-time visibility into project costing, profitability, and other KPIs. 
  • Support multiple currencies, and currency translations with daily currency rates, and currency translation adjustments.
  • Provide workflows within system for expense reporting approval.
  • Pull together information for top clients to develop a holistic, 360-degree view of customers.
  • Enable real-time access to project financial metrics and performance.
  • Enable simple visibility into resource availability and management.
  • Improved, automated customer billing and invoicing.
  • Monitor progress on all project plan details while providing project status and rollup across the portfolio.
  • PM capability to create an ideal work breakdown structure for project management.
  • Tools and data to develop better estimates.
  • Automated payroll functionality to cleanly support payroll for base pay and bonuses, as well as accurate job costing.

It wasn’t an easy decision to select our new software platform and our implementation partner, but with ERP Advisors Group involved, we feel confident we made the right decision for our company. Had EAG not been involved, I don't think we would have come to the conclusion we did.
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Professional Services ERP Vendors

ERP Advisors Group will help you not only define your requirements but more importantly, we will bake in the best practices for your Professional Services company into your Request for Information and Demonstration Script.

We conduct dozens of selections every year, equating to tens of millions of dollars in software and services sales.  With our deep knowledge of Professional Services ERP, we will help you find the right ERP for your company, AND the right company to implement it. 

We regularly vet the top, most viable Professional Services ERP systems.

Let’s Get Started

Contact us today to start the conversation.