Increase your profitability and offer unmatched client service by effectively managing the financial, human and intellectual capital aspects of your project-based organization. Professional services for Microsoft Dynamics AX adapts to the way your company works to help you better manage project teams, increase employee productivity, improve service capabilities and accelerate billings while controlling costs through tighter integration of client and project-related information.

 

Integrate financial, resource, and intellectual capital systems and information

 

Integrate data from disparate systems and streamline companies/project-related processes. This helps increase efficiency and employee productivity and streamline financial processes through integration with Microsoft Dynamics AX general ledger, purchasing and receivables applications. Benefit from tight integration with familiar productivity software, including Microsoft Office Excel and Microsoft Office Word.

 

Gain insight into critical business data

 

Gather and analyze client and project information to gain valuable business insight so that you can manage your business more effectively. Stay on top of client, contract and project management details in real time to help avoid cost over-runs and allocation issues.

 

Manage your team's time and effort better

 

Achieve company goals through integrated collaboration workspaces and centralize access to critical intellectual capital with an easy-to-use, web-based interface. Management and team members can keep on top of changes to projects, documents and tasks with a custom dashboard, e-mail alerts and powerful reporting capabilities.

 

Maintain tight control of your processes

 

Help ensure that teams follow corporate policies and that your processes adhere to industry best practices, client standards and government regulations. Centralize the management of and provide access to critical company information to reduce the loss of valuable intellectual capital due to employee attrition. Define accounting structures, track and analyze transactions across your entire organization and drill down to the detail you need to help manage accounts effectively.

 

Features

Benefit	Description
Flexible project management capabilities	Configure work breakdown structures (WBS) at the company, client, product and project levels. Define matrix tables for costs/rates and establish billing rules and revenue recognition methods.
Document and intellectual capital management	Provide team members with access to intellectual capital and consolidated project information through Microsoft Windows SharePoint services.
Detailed project analysis	Analyze costs and projects at any level of detail. Critical insight enables you to manage projects and resources more effectively.
Multi company and multi currency support	Use intercompany rules to integrate multiple departments, offices and companies into one database. Operate smoothly across countries, languages, currencies and track financial transactions throughout your business.
Client profile folders and templates	Client and project folders enable you to archive and retrieve historical staffing plans, out-of-pocket estimates and budget reconciliations.
Web-based, workflow-enabled time and expense entry	Automate approval processes for documents and line items. It also streamlines processes for cash advances, travel advances and credit card reconciliation. Use alerts to monitor excessive contractor hours and to track estimated versus actual costs.
Customizable revenue recognition and project billing rules	Define recognition at the company, client or project level. What is also available is preconfigured rules for percent complete, completed contract, time and materials and fixed fee. Manage supplier and client agreements more effectively.
Bi-directional integration with Microsoft Office Project Server 2003	Full bi-directional integration with Microsoft Office Project Server 2003 can improve ease of use and team collaboration. Powerful resource scheduling and tracking tools help you manage resource allocation.

Next step:

Request more information about how Microsoft Dynamics AX can meet your organization's needs.