Projects and Service industries Dynamics Ax ask Synergy Software Systems for a demo

August 14th, 2014 by Stephen Jones Leave a reply »

Microsoft Dynamics AX 2012 R3 for companies in the Services Industries (e.g. Professional Services, Architecture / Engineering / Construction, IT services, Media and Entertainment, Industrial Catering, Event management, Audit, Training, Security Services, Facility Management) etc.

Typical operational management roles and their challenges

• Account Manager: The sales rep is responsible for contacting customers to create a pool of prospects and creating quotes. Once those quotes and prospects have been approved they then need to be converted to projects and customers respectively. Sales reps struggle with managing the sales process and keeping track of the status of each prospect.
• Project Manager: Project managers need to be able to create projects, define project requirements, assign resources, create budgets, and manage time and expenses. Project Managers struggle with being able to manage all of these functions using multiple sources instead of having everything available in a single application.
• Consultant: The consultant is responsible for executing the work and recording the time on specific projects, keeping track of their expenses and managing their availability. They struggle with being able to track these items in a central location and to make that information immediately available to their project managers.

There is need for coordination with HR, Payroll, Finance, Inventory and Asset management, Purchasing, and Customer Service, and cross functional approval workflows. Reporting is needed by project, for a group of projects by customer, lien of business or geography. Estimates, budgets, cost control, forecasts and cost to complete analysis, subcontractors, advances retentions, milestone billing… how many systems does it take? Just one! Microsoft Dynamics Ax is an integrated solution.

Engage clients, simplify service delivery, and expand into new markets—reimagine the project lifecycle to transform your business. Watch how easy it is to achieve profitable, client-centric and on-time delivery with Microsoft Dynamics 2012 AX R3. These short videos will show you how to manage your service business projects end to end.

Execute and collaborate as a team

Role and skill based staffing of projects

Plan with precision

Win the right projects

Manage with Insight

Synergy Software Systems, based in Dubai has been implementing project based solutions for 20 years – at last with Dynamics Ax 2012 R3 we now have a complete solution for Service industries. We demonstrated this at our Dynamics Ax 2012 R3 seminar in Microsoft Gulf offices last month – if you missed it then call Bikram to learn more 00971 43365589

(If you are a construction company then let us also show you how we integrate this with our AEC construction solution to add construction formula estimates, control and BIM even to detailed bar bending design and schedules. for more information call Yuddi 00971 43365589)

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