Software for project-orientated working methods is always complex. However, project management poses a real system challenge for consulting companies. In addition to a reliable controlling and information in real time, needs besides the calculation of services and a quick way to analyse all data. All requirements should be able to be processed quickly and effectively in a single system solution. As a consulting company, projects are usually handled directly "live" at the customer's premises and solutions to problems are developed for the customer company.
In order to be able to carry out competent work here, the consulting company needs reliable software. And the demands on such software are growing. Here are the key points that project software for consulting companies must be able to fulfil:
Mastering complex processes in consulting companies
Project processes are always complex. Functions and data always have to be utilised and retrieved in different ways depending on the client company's specific requirements. The information obtained must also be retrievable for the future. This service must be documented. This is partly necessary during the project and partly afterwards.
Network and retrieve services and information
Projects have different focal points. Depending on the task, the focus is on customers, sales, internal organisation, consulting, purchasing, etc. Depending on the type of project, there are also different project phases. A project management system has the task of dividing the different phases into tasks. The software must not only display these tasks transparently, but also make it possible to pass them on. Everyone must be able to access information such as emails, invoices, employees working on the project, etc. and at the same time it must always be traceable in the workflow.
MariProject on the basis of SAP Business One
How to use the fully integrated solution for service provider consulting
We support companies with complex projects, you can find out more on our Product page. We would be happy to demonstrate the system to you. Please contact us for this Contact on.
Overview from start to finish
Even during the acquisition process, a lot of data is already collected about the potential new customer that may be relevant for the subsequent course of the project. The system should therefore be able to make this data available for the subsequent "real" project process. In addition to messages and documents, this also includes comments and meeting minutes that can document agreements.
Document management via link
From the presentation to the evaluation to the contract - all of these documents are relevant to the course of a project and will continue to be until it is completed. Simplified control of these documents can be generated using an appropriate system, e.g. via links. A key advantage of this is that there is only one "current" document, whose changes can always be tracked through appropriate documentation. This reduces the susceptibility to incorrect copies or redundancies. This method also saves storage space.
Time and deadline management in consulting firms
Time is always an essential point in projects. Deadlines are usually set right from the start and these cannot usually be met. In order to stay as close as possible to the schedule, a calculable insight into the course of the project is necessary. The system should, for example, be able to Record the working hours of the consultants. In this way, delays can be recognised in good time and counteracted. At the same time, it is important for the company that all tasks performed are also recorded. Consultancy firms often forget to do this. It is therefore good if a system records services as automatically as possible and includes them in the invoice. Mobile apps that transfer the data directly into the system can be helpful here.
Calculating correctly in consulting companies
Quotation, accompanying and final costing. All relevant to determine the profitability of a Project with all costs and revenues. A system should also support this from an accounting point of view and be able to map billing as well as management. The invoiced services can be used to create reliable invoices in the system and provide a good basis for reports before, during and after the course of the project.
Video: MariProject Customer Service
MARIProject plans with dependencies
All requirements of the Support Desk fulfilled
On assembly with SAP Business One
Why service needs a different ERP
Correctly delimit maintenance with Pro Rata functions
