Manage projects from opportunity to invoicing

Manage projects from opportunity to invoicing Manage projects from opportunity to invoicing

Manage your customer relations effectively to make more, faster and smarter deals.

Become more efficient in every stage of project management, from planning to invoicing.

Four apps provide additional project and resource management as well as invoicing capabilities, granting you maximum flexibility.

If your projects are complex, the Enterprise Solution is right for you. It contains the comprehensive project management app Microsoft Dynamics 365 for Sales, Microsoft Dynamics 365 for Project Service Automation and four proRM add-ons, which act as a functional booster for time and expense tracking, approval management, project planning and controlling, and the invoicing process. Together, these components form a seamless solution that takes you from creating a project-based opportunity to generating thorough invoices.

Your sales experts, project and resource managers, and team members can all use this software. In fact, team collaboration will become easier with connected Office 365 tools. These also allow you to keep your customer up-to-date regarding the project progress.

Implementing the Enterprise Solution at your business will make your project management more efficient, your employees more productive and your customer relationships stronger.

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Our specialist areas

For more than 15 years, we have been working with discrete manufacturing and professional services companies. Thus, we have become eminently familiar with the challenges facing both industries and know how to most effectively address them. Let us know which are the most pressing issues for you, and together we will find the best solution to move your business forward.

IT Consultancies
IT Consultancies
Software Industry
Software Industry
Business Consultancies
Business Consultancies
Electronics
Electronics
High-Tech
High-Tech

Meet your problem-solvers

Peter Linke Peter Linke
Peter Linke

Chief Visionary

Christian Otto Christian Otto
Christian Otto

Disruption Destroyer

Özgür Arin Özgür Arin
Özgür Arin

Solutions Explorer

Marina Proskurovska Marina Proskurovska
Marina Proskurovska

Partner Whisperer

Serdar Dedesah Serdar Dedesah
Serdar Dedesah

Company Whisperer

Gerold Luz Gerold Luz
Gerold Luz

Customer Mind Reader

ABOUT US IN NUMBERS

Kunden

customers

countries

in countries

awards

partners around the world

ProMX

awards won

Your path to successful projects

Sales Management
Sales Management

Start off by creating a project-based opportunity for an existing lead. In the opportunity, include basic information given to you by your potential customer, such as subject matter and budget. Based on this opportunity you can create a quotation and include required resources, tasks, products and an invoice schedule.

Project Planning

Create a project based on your quote (you can use a project template if you like), the information contained will be carried over. You can have a look at the project estimates displayed in a work breakdown structure. Project managers will be happy to hear that there is an add-in available that connects your Dynamics 365 organization to Microsoft Project.

Project Planning
Project Contract
Project Contract

An order is created as soon as you close your quote as won. This order is called a project contract. All the details of the quote have been carried forward but, while in draft mode, you can still make changes and include an invoice schedule, if you haven’t already done so. Once activated, you will be able to monitor contract performance, i.e. work and billing progress.

Project Management

With proRM Project Gantt, you become more flexible in project management than you would be with the default features of Dynamics 365 for Project Service Automation. You are able to view all projects in one view and thus keep not just one but all customers in view. Different relation types between project tasks make it possible to plan projects in a more detailed way.

Project Management
Resource Management
Resource Management

Assemble the best team available for any given project. You can generate a project team in the app. This will give you an estimation of how many and what type of resources are required to deliver the project on time and on budget. There are three different possibilities for staffing your team: the project manager selects team members based on availability and skills, he or she submits a request to the resource manager or have employees apply for projects via the Project Finder app.

Time and Expenses Tracking

Whoever has been assigned to a project task will then be able to track their working time and occurred expenses in the system or the mobile app. Use the default options for standard tracking or proRM Tracking for advanced tracking. proRM Tracking allows you to record time entries based on a start and end time as well as breaks. You can also create tracking entries on behalf of other resources.

Time and Expenses Tracking
Approval Management
Approval Management

Project managers can check the submitted tracking entries, edit them if necessary, and finally approve and reject them. It’s a simple process. If you would like more insight, switch to proRM Approval Manager which not only allows you only to quickly edit entries in-line but also to filter and visualize data in charts.

Customer Billing

This project has gone so well, make sure it ends well – with a flawless invoice. It can be generated out of the project contract. While in draft mode, you can still make changes to project-based lines, for example decide not to bill a certain task or offer it as complimentary. Once you confirm the invoice, the details become read-only.

Customer Billing

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