How Easily Can You Access Financial Data to Tackle the Complexity of Business and Professional Services Reporting?
Time Tracking and Expense Management are Too Manual
Evaluating critical KPIs like utilization rates requires time-consuming static data dumps into Excel for formatting and manipulation. You need faster visibility into the KPIs that tell you the health of your business.
Answering One-Off Questions Takes Too Long
Responding to ad hoc questions about billable hours, project status, job costs, and revenue recognition is a time-consuming, manual process when the need for answers is urgent.
Data Access and Integration from Other System is Lacking
You need a single source of truth for reporting, but struggle to access and integrate data across platforms like your project management system and your ERP, leaving you reliant on IT or consultants to create and maintain your reports and analytics.
Accelerate Challenging Business and Professional Services-Specific Reporting
Whether you are using Oracle EBS, Sage, Microsoft Dynamics, or JD Edwards, you can quickly create the GL reporting you need. Easily report on your KPIs with the ability to build drillable reports for utilization rate, net labor multiplier, and overhead rate. Find quick answers to questions about your average collection period, current ratio, and debt-to-equity ratio.
Create Real-Time, Drillable Reports for Your GL and Beyond
Enable the finance team to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes, without help from IT or consultants. With direct access to accurate data from your ERP, users can drill into journals, balances, and subledger transactions to find and quickly fix reconciliation or data integrity issues. Go beyond the GL for project management reporting and have a single source of truth for reporting on project status, billable ratios, project budget vs. actual, and time tracking.
Tackle One-Off Questions With Ease
Create ad hoc reports on project costs, utilization, and revenue, then drill down into the detail to answer questions from other departments and clients. Create and format your reports exactly how you need them.
Help Executives and Functional Leaders Visualize Key Metrics
Create live dashboards to track project margins, billable utilization, revenue per employee, project overruns, and resource requirements. Provide executives with project- level analytics to identify areas for improved profitability, efficiency improvements by project, and resource allocation.
Create a Single Source of Truth for Reporting and Analytics
Integrate data across your ERP and other professional services software such as expense reporting, time reporting, and CRM software for a consistent, accurate view of your business. Rationalize reporting across multiple ERP systems following mergers and acquisitions. Create a single source of truth for reporting without requiring specialist skills so you can de-risk and accelerate delivery of your BI and analytics projects.
Cash Flow Analysis: Cash Management Has Never Been so Critical
Are you being asked to provide answers to many new scenarios like: Where your Cash flow will be in a certain number of days? Which vendors are overdue?
To learn how best-in-class businesses are solving these problems, watch this 20-minute video to see:
- Ease of building Cash flow dashboards or reports
- Automatic updating directly from your ERP
- Drill-down capabilities
- Sophisticated visualizations
Speak to an Expert