Are Your Business Processes
Holding You Back?
Contents
INTEGRATING BUSINESS APPLICATIONS INTO
A SINGLE CLOUD-BASED SOLUTION
Enables Seamless Management and Visibility Across the Project Lifecycle
Automates Processes to Increase Operational Efficiency Allows for Comprehensive Internal Project Management Reduces Burden on Internal IT Resources
Enhances the Customer Experience
BENEFITS OF A PRIVATE OVER PUBLIC CLOUD
Security and Compliance (such as PCI) Agility
Control Performance Recovery
RECAP
Operating your firm
ABOUT TRIBRIDGE PSA
©2015 Tribridge All rights reserved. 1
Using cobbled-together tools to operate a professional service organization is
increasingly costly and directly affects revenue. Monetary waste, operational
redundancies and poor customer service experience commonly occur when critical
departments and individual team members lack alignment. Stand-alone tools,
databases and worksheets are rapidly becoming a liability for project-centric
businesses like management and business consulting firms, IT services and systems
integrators, software/SaaS companies, research and development companies,
architectural firms and engineering firms. When project workflows and lifecycles
are obscured from view by the organization as a whole because of the use of
disparate applications, the chance of achieving growth and other goals are greatly
reduced. This puts greater pressure on the organization to sell, deliver and collect.
Integrating Business Applications into
a Single Cloud-Based Solution:
1. ENABLES SEAMLESS MANAGEMENT AND VISIBILITY ACROSS THE PROJECT LIFECYCLE
Streamlined communication, from the initial sale through delivery, eliminates the time and costs associated with sales to delivery transitions, facilitating quicker payments to you. An integrated solution aligns all business functions — sales, service, project management and accounting/ billing — to provide a 360-degree view of how projects move through your entire organization. This efficient “Quote to cash” process enables increased precision in resource planning and revenue projections, more timely and accurate project accounting and instant reporting on any project.
Multiple non-integrated applications can quickly take on a life of their own, building walls between departments that fragment the organization. Soon, internal departments are thinking and begin behaving independently — more devoted to managing their own piece of the puzzle than to the overall goals and objectives of the larger organization. Duplication of efforts and missed opportunities soon follow, costing the organization far more than the investment in an integrated solution. A fully automated, integrated solution brings down these walls, providing greater visibility across departments, thus lowering costs through improved insight and increasing profits through optimized performance and reduced waste.
2.
AUTOMATES PROCESSES TO INCREASE OPERATIONAL EFFICIENCY
An integrated solution is business process oriented, rather than modular, allowing you to leverage the embedded workflow engine to generate event-driven alerts, facilitate collaboration, manage milestones and timelines, and increase policy compliance. Operational efficiency is improved through reusable templates and automated work processes that reduce redundancies and human error. Time and expense matters can be handled in the field and in real-time through a web-based application and cash flow is improved through a streamlined invoicing system in which billable hours are accurately entered and tracked.
3.
ALLOWS FOR COMPREHENSIVE INTERNAL PROJECT MANAGEMENT
Companies are often made up of small operational islands that can’t or won’t communicate effectively, so resource management is a critical part of a successful project. Capabilities for comprehensive resource management should allow the user to automate scheduling, allocate resources, build accurate project budgets and manage staff time effectively.
4.
REDUCES BURDEN ON INTERNAL IT RESOURCES
By utilizing an integrated cloud solution as a subscription-based service, organizations are able to minimize upfront capital expenditures and improve cash flow. Rather than investing in multiple individual applications that must be installed and maintained on-premise, the integrated solution is hosted in the cloud and updated automatically — freeing up your internal IT resources to focus on other initiatives. And a cloud solution is significantly quicker and easier to get up and running than traditional models.
5.
ENHANCES THE CUSTOMER EXPERIENCE
©2015 Tribridge All rights reserved. 3
Benefits of a Private over Public Cloud
SECURITY & COMPLIANCE (SUCH AS PCI)
Private cloud users enjoy fewer costs related to security and compliance events compared to users of a public cloud, who may endure incidents related to audit deficiencies, data loss or data exposure and unauthorized access.
AGILITY
It’s your own environment. You can make changes without concern for needs, demands or agreements with other tenants.
CONTROL
You choose when to get an upgrade — and then are provided with a test of this upgrade so you can determine if you want to keep the upgrade or not.
PERFORMANCE
Usage and data processing are much quicker when you have dedicated infrastructure.
RECOVERY
In the event of a disaster, data is safe and accessible from wherever there is an internet connection.
Recap
Operating your professional services firm using standalone applications with limited or nonexistent integration points impedes your ability to grow your business. Internal inefficiency, endless spreadsheets, an inconsistent customer experience and the lack of integration of critical business processes are just a few of the dangers or preserving these independent processes.
An integrated solution like Tribridge PSA powered by Concerto Cloud Services brings critical business functions together into one subscription-based cloud solution. Designed by Tribridge exclusively for professional services firms and built on the Microsoft Dynamics® platform, Tribridge PSA enables you to bridge the gap between prospect, project, and P&L statements in a dedicated private cloud environment to ensure security and control of your data. Leverage your current Microsoft investments and find out how Tribridge PSA can help your business grow.