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Vision: Project-based ERP for Professional Services Firms
Manage the complete project lifecycle and increase profitability with a unified ERP system for ambitious project-centric firms.
Capabilities
Win More Business
Easily manage client relationships, track opportunities, and estimate project costs.
Execute Projects
Reduce project risk and deliver projects on time and on budget to improve customer satisfaction.
Improve Performance
Employ faster reporting processes and provide role-based metrics to key decision makers.
Benefits by Role
Project Management
Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with:
- Real-time information to help identify problems early enough to allow for timely course correction
- Tools to constantly monitor project status and staff utilisation
- One integrated system to track all financial, project and resource planning data
Executive
Executives need full visibility over the business to help address the most pressing issues. Vision gives executives the edge they need with:
- Quick, self-service access to targeted, easy-to-understand reports and performance metrics
- Accurate, detailed invoices to shorten the billing cycle and increase cash flow
- Automation of critical business processes around the engagement, execution and delivery of projects
Operations
Get a better view of what is going on in your organisation with the controls and features that are built into Vision.
- Eliminate manual processes
- Receive comprehensive reporting
- Increase project awareness across the business
- Get live, reliable data in an easy-to-navigate interface
Information Technology
Information Technology specialists spend most of their days filled with urgent matters. Thankfully, Vision is built to avoid unnecessary hassles and troubleshooting.
- Web-based architecture enables all system maintenance to be done at the server level
- .NET framework for up-to-date technology and compatibility
- Easily scalable to account for company growth
Business Development
Spend less time chasing down information and more time chasing new and repeat business.
- Single repository for marketing/sales data saves time and increases data reliability
- Automate the entire proposal process to create winning proposals faster
- Unified and consistent approach to managing your client relationships
Finance
Your Finance team has little time to spare, and each task needs to be completed accurately and quickly. Vision can help you address these accounting challenges.
- Get real-time project, financial and business information from anywhere at anytime
- Stay on top of the collections process with targeted aging reports and alerts
- Eliminate the need for work-arounds and outside systems with our feature-rich software
