Professional Services

Professional Services Industry – Microsoft Dynamics GP

Companies we work with in the Professional Services industry need strong financial functionality with easy to use Project Accounting features that provide the project information you need without being overly complicated. CAL recommends the same system we use internally to run our own business – Microsoft Dynamics GP + Olympic Project Cost. We have proven experience using this system for local IT Services, HVAC, Specialty Construction companies, Accounting firms and more.

Microsoft Dynamics GP for Professional Services

Highlights of Microsoft Dynamics GP + Olympic Project Cost:

Automates the creation of invoices, employee expense transactions, payroll transactions, project budgets, and project purchase orders.
Eliminates unnecessary key strokes and tedious double entry.
Provides a series of powerful project management tools designed to make your projects easy to manage and understand.
Includes budgeting and estimating tools, automated billing, milestone billing, automated PO generation, multiple methods of revenue recognition, multi-level, multi-method overhead allocation, project modeling and inquiry tools and reports
Is bundled with Web Time & Expense entry module. Users can log on anytime, anywhere and record project information – providing managers with real-time updates.
Integrates with external applications such as MS Project, payroll, budgeting, time & expense, and cost applications.

Professional Services Customer Success Stories

PCNet Inc.

Trumbull, Connecticut

PCNet Inc. has relied on Microsoft Dynamics GP (Great Plains) since 2002 to manage their technology sales and service business. They wanted to personalize the system to accommodate their industry specific processes and workflow, without extensive customization that would be both costly and difficult to upgrade. CAL Business Solutions positioned Microsoft Dynamics GP as a stable core accounting platform. Instead of making customizations to the financial engine, CAL helped PCNet connect industry specific tools that could easily be personalized to fit their business.

Highlights:

Dynamics GP as core financial engine
Flexible personalization with industry specific tools
Improved quoting time by over 50%
Simple document management and reporting

“CAL has helped us to understand the platform, understand what we can do with it and how to customize it to work for us.” Eric Soto, Vice President General Manager
Read Full Case Study: Technology Firm Uses Microsoft Dynamics® GP as Financial Engine to Drive Industry Specific Software

Women’s Health USA

Avon, Connecticut

Women’s Health now has an up-to-date Microsoft Dynamics GP ERP system that is intuitive and easy to use, resulting in substantial time savings each month. After looking for the right partner to support their system for long term growth, Women’s Health feels that CAL Business Solutions has the resources and experience needed to work with large clients with complex requirements.

Highlights:

Intuitive, user friendly software is easy to learn
Easy access to information saves time
Complicated requirements handled by skilled partner
Smooth Dynamics GP upgrade

“We love working with CAL Business Solutions, everyone is very responsive and friendly…I feel CAL has the skill level to handle a complicated organization like ours.” Jennifer Decker, In Vitro Sciences Controller
Read Full Case Study: Women’s Health USA Finds the Right Microsoft Dynamics GP Software Partner to Handle Complex Project Requirements

ORLive

West Hartford, Connecticut

ORLive now has a completely integrated Accounting and Project Management system that allows it to manage projects more effectively and have access to information to make informed decisions to drive growth for the company.

Highlights:

Track project profitability
Automate custom revenue recognition reporting
Simplify contract billing
Manipulate data with easy integration to Excel

“Having a complete view of project costs has improved our ability to price new projects for profit and manage individual projects more closely.” Richard Meyer, Vice President, Finance
Read Full Case Study: Internet Broadcasting Company Uses Microsoft Dynamics® GP + Olympic Project Cost to Increase Profitability of Projects

If you are a Connecticut or New England professional services organization, contact CAL Business Solutions to determine if Microsoft Dynamics GP is the right ERP system for your needs.