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ERP Solutions for Professional Services Providers

Industry Overview

No matter if it’s a law firm, a consulting company, a construction business or a marketing agency, the challenges are often the same. Profit depends on how well you plan work, deploy people and control costs. In this new era of the digital AI landscape, your talent is the product. Billable time, clear milestones and steady client communication shape both reputation and margin. Many teams continue to struggle with late projects, idle capacity, manual invoicing and gaps between delivery and finance. When billing rules are complex, resources are competing, and compliance is a must, leaders need a clear view and firm control across the entire operation.

That’s where we come in. Intelisense provides ERP Solutions for Professional Services Providers in the UK, leveraging expertise in Dynamics 365 ERP cloud transformation. By unifying finance, project management, resource planning, time tracking and billing in one platform, Microsoft Dynamics 365 helps firms improve utilisation, deliver projects on time, and maintain accurate financials.
At Intelisense, we understand that lengthy, complex ERP implementations are often ineffective for service firms. With Rapid 90, we deliver a Microsoft Dynamics 365 ERP tailored for professional services in just 90 days, offering a fixed-price, predictable and scalable solution. Whether you are a consulting firm, a legal practice, an accounting firm, or an IT services provider, we help you run smarter, leaner and more profitably.

Our ERP Capabilities for Professional Services Providers

  • ERP for Professionals

    We deliver ERP solutions for consulting firms using Dynamics 365 Project Operations, enabling you to manage quotes, budgets, milestones and billing all in one system. For legal practices, our ERP connects casework, automates time capture and streamlines billing to meet UK requirements with Dynamics 365 Finance. Accounting firms benefit from simplified client accounts, tax reporting and revenue recognition with guided workflows.

  • Unified Project Control

    Our project management ERP for professional services provides complete visibility into Gantt scheduling, cost-to-complete and resource planning within Dynamics 365 Project Operations. IT service companies can manage contracts and service levels, linking tickets, delivery and billing with Dynamics 365 Customer Engagement and Project Operations.

  • Smarter Finance ERP

    With our financial management ERP, you get real-time cash flow insights, detailed project profit tracking, and Cost Centre reporting in Dynamics 365 Finance. Time tracking and billing are effortless, thanks to AI-powered Project Operations that suggest and capture billable work. Our business management software provides a single platform for managing everything, from sourcing and procurement to sales, stock, and production.

Industry Outcomes You Gain

  • For CFO's: Gain a complete view of revenue recognition, work-in-progress and client profitability in one platform. Instantly access unbilled time, write-offs and project overruns. Build accurate rolling forecasts and budgets with live Power BI dashboards connected to Dynamics 365 Finance.
  • Project managers can track scope, timelines, costs and billing in Dynamics 365 Project Operations. Gantt scheduling and cost-to-complete tracking ensure projects stay on schedule, with clear milestone reviews.
  • Service leaders can monitor pipelines and live engagements in Dynamics 365 Customer Engagement. Identify stalled deals, at-risk projects and handoff issues before they impact performance. Boost utilisation by reallocating resources using Resource Scheduling Optimisation to maintain service levels.
  • HR and operations teams can onboard new staff quickly with Dynamics 365 Human Resources. Automated checklists, training and compliance tools keep teams accountable and compliant. Assign tasks based on roles, skills and availability to maximise productivity.
ERP Solutions for Professional Services Providers​ in uk

So Why Choose Intelisense?

Are you eager to modernise your healthcare or insurance organisation? Talk to our experts now on how to use Microsoft Dynamics 365 to implement Patient Data Management Systems, Customer Service Automation and other innovative tools.
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FAQs

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Which service industries benefit from Dynamics 365 ERP in the UK?
Consulting firms, legal practices, accounting firms, IT service companies, marketing agencies, engineering and architecture practices and managed services providers gain from unified projects, resources, billing and financials.
Yes. Dynamics 365 Project Operations includes various functions, such as project sales, planning, resource management, time and expense tracking, billing and profitability analysis.
Resource scheduling uses skills, roles, availability and calendars within Project Operations. Optional Resource Scheduling Optimisation helps automate assignment, balance workloads and improve utilisation.
Yes. Dynamics 365 Field Service provides works orders, mobile apps with offline mode, route Optimisation, SLAs, inspections and asset histories. It also supports IoT signals for proactive service and integrates with Project Operations and Finance.

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