Dynamics of Microsoft Dynamics CRM Ways to Leverage PSA for increased Leverages

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Top 5 Challenges for Professional Services Organizations in 2011

Do you face the challenge of prioritizing business prospects and growing

profi table clients? Are you struggling with increased competition for your

client’s wallet share?

Th

ese are a couple of the top challenges 2011 will bring for

professional services organizations in the coming year.

Challenges for 2011 in Professional Services Organizations

1. Prioritizing business prospects and growing profi table clients

Firms not only need to identify new opportunities but must also be able to have a easy way to view and evaluate each to make sure fi rm resources are utilized most eff ectively and effi ciently. Clients must be appropriately nurtured with relevant and timely information.

2. Increasing competition for client wallet share

Th e best business is repeat business and with the increased competition for every dollar, this needs to be accomplished through the intelligent development and nurturing of

existing client relationships. 3. Insight into clients

Improved client satisfaction can be achieved by developing and sharing deeper knowledge regarding a client and the current challenges they are facing across your organization.

4. Connecting the right professional

A fi rms greatest asset is its people. Engaging the best suited individual is a key diff erentiator for any fi rm. Quickly and easily understanding what resources are available, when, and where is oft en a signifi cant challenge.

5. Complex and hard to use tools

Most systems in use today were built in the 1980’s and have had features bolted on over time creating a bloated, infl exible, and diffi cult system to use and understand. Oft en this system places signifi cant roadblocks to allowing the fi rm to address the challenges of one through four.

S

ee a complete

360 view of your

relationship with a

client - marketing

touches, customer

service activities, open

opportunities, contracts

or other documents, and

project status all within

Microsoft CRM 2011 or

from Outlook!

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The answer is Microsoft Dynamics CRM 2011 + PSA for Dynamics.

Here are 10 ways this Dynamic duo can help you with your challenges:

#1 Organize, manage & evaluate multiple projects with a 360 degree overview of your work.

PSA for Microsoft Dynamics CRM 2011 is a tool that facilitates effi ciency. With deep functionality and multiple out of the box features, you can manage your people and your projects in an easy and friendly way with project management and resource planning. Th e total overview of your projects and resources in PSA for Microsoft Dynamics CRM 2011 will enable you to empower your business.

#2 Manage the entire project cycle from one single screen.

PSA for Microsoft Dynamics CRM 2011 is a solution leveraging the powerful platform of Microsoft Dynamics CRM 2011 to add rich project management capabilities including project estimates, resource planning, project management, workfl ow and invoicing.

#3 Store, share, and organize your documents to fi t the way you work.

SharePoint sites can be automatically generated for your projects by PSA for Microsoft Dynamics CRM 2011. Multiple versions of your shared documents can be saved in the database using the

#4 Forecast project hours and cost with a complete breakdown structure.

PSA for Microsoft Dynamics CRM 2011 adds project calculation to your planning. Th e heart of your project, the project breakdown structure, will foster the success of your project. It details the diff erent phases and items of your project so you can determine the hours and/or cost related for each. Enter the type of fi nancial agreement (each phase can optionally either be fi xed fee or T&M!), budget and any additional information and PSA calculates the amounts.

#5 Get a total overview from Account to Opportunity to Project with the integration of Microsoft CRM.

See a complete 360 view of your relationship with a client - marketing touches, customer service activities, open opportunities, contracts or other documents, and project status all within Microsoft CRM 2011 or from Outlook!

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Top 5 Challenges for Professional Services Organizations in 2011

#7 Redefi ne time entry.

With PSA for Microsoft Dynamics CRM 2011, integration with Outlook makes it possible to book time and expenses right from your Outlook calendar! Just a simple click of the Outlook retrieval button and all of your Outlook appointments are displayed in your timesheet.

#8 Invoice your projects with a single mouse click.

Invoicing your project is made easy with PSA for Microsoft Dynamics CRM 2011. Open your project and click the invoice button to bring up a list of all project billable items. Change the description of your invoice and select the appropriate items. Click ok and your invoice is generated.

#9 Perform quick and easy project analysis to get critical business intelligence.

PSA for Microsoft Dynamics CRM 2011, built on the powerful platform of CRM, is designed to support your data analysis with rich charting capability. You can create your own charts or use the ones delivered right out of the box! Execute drill downs, create multiple views, and create your own dashboards.

#10 Stop margin erosion when work performed strays from the budgeted time for a task.

Reverse Planning provides Project Managers with a view of the expected work well in advance so they can proactively manage billing. PSA utilizes the integration with Outlook to fi nd appointments linked to the projects, map the fi nancial impact and the timeline.

#6 Connect project items to activities of Dynamics CRM 2011.

Whether you need to schedule a kickoff meeting or set a due date on a specifi c document, PSA for Microsoft Dynamics CRM 2011will help manage project milestones and attach them to your project breakdown structure. Because of the full integration with Outlook, your activities will appear in your calendar and task lists.

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that enable our clients to improve their cash fl ow, profi tability and productivity while reducing technology-related duplication to drive costs down.

With over 25 years of experience implementing our business management solutions, we customize solutions that support your long-term business strategy and drive a lasting competitive advantage for your organization.

BCG Systems. Sensible Technology. Total Solutions.

BCG SYSTEMS, INC 735 Merriman Road [email protected]

Akron, OH 44313-9007 www.bcgsystems.com

330-864-4816 800-968-6661