PRACTICE MANAGEMENT
Empowered teams and improved decision making through the integration of multiple cloud-based applications into a comprehensive suite of dashboards, reports and analytics used by people at all levels of the organisation.
Our client is a leading professional-services provider in Asia-Pacific with ambitious growth plans. To unlock the potential from recent mergers, they needed to increase the autonomy of teams and individuals by decentralising decision-making and making business information more accessible and usable for everyone.
Confronted with a patchwork of IT systems that were unable to provide a quick and easy understanding of real-time performance, or support analysis and provide insights to guide improvement efforts, they embarked on a digital transformation with our support.
CASE STUDY
INTEGRATION
-
Microsoft Power BI
-
Total Synergy
-
Bamboo HR
-
Tiny+ CRM
-
Xero Finance
-
Microsoft Office 365
-
Microsoft Power Platform
-
Microsoft Azure
My & Team Dashboards
Custom dashboards for teams and individuals bringing together the most critical information from multiple applications in one place.
Executive Dashboard
CEO and Shareholder Dashboards offer a high-level perspective on business performance with executive level business metrics.
Business Performance
Key business metrics including worked revenue and billable hours compared to budget and forecast tracking weekly and monthly.
Project Management
Project progress, health and financials provide regional directors and project owners a simple way to understand performance and risk.
Sales Forecasting
Combined forecast from both CRM and Practice Management systems with weekly pipeline snapshots to understand movements.
Sales Management
Sales KPIs include sales time spent, pipeline health, and conversion rates, give an end-to-end perspective of sales performance.
Resource Planning
Combining CRM, Practice Management and HR systems to provide a view of demand vs. capacity with 'what-if' scenario planning.
Time & Utilisation
Billable hours to target per role adjusted for leave and FTE, with heatmaps and analysis to understand where time is spent.
Workflow Automation
Automation workflows for expenses, write-off approvals and timesheet compliance with emails generated to drive compliance.
Data Quality
Dashboards highlighting gaps and inconsistencies make it easy to manage and resolve data quality issues.
SOLUTION OVERVIEW