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Bring automation in your project & services, control & manage your budget, and enable transparency in time & expenses management with Microsoft Dynamics 365 Business Central for Professional Services an
all-in-one solution for your specific industry.

ERP Software Solution for Professional Services

For organizations that specialize in providing professional services, tracking time spent on projects for billing, resources, hours, subcontractors, Timesheet, etc. can be a challenge, particularly if you are using multiple systems that are not integrated or properly aligned with your business needs. This is why MetaOption delivers flexible and robust ERP Software Solution that is fully integrated to provide Project Planning and Accounting Software solutions.

Our solution MetaPro built on Microsoft Dynamics 365 Business Central for Professional Services enables this, and at MetaOption, we have successfully implemented the platform across a wide range of Professional Service companies. MetaPro is specifically built to handle the complexities of job costing, analyzing and billing for midsize to larger project-based professional services firms. This means you get a custom system that gives you quick access to your data and is able to handle multiple tasks, all while taking your specific company desires into account.

In addition to giving you the freedom to manage your contractors efficiently, we can also implement business intelligence tool that help you make key decisions to create growth and profit. This gives you, your contractors and your customers the ability to view projects in real time, allowing you to make crucial decisions quickly to save you money and your clients time as well as keeping your clients “in the loop” at all stages.

retain customers
retain customers

Microsoft Dynamics 365 Business Central for Professional Services

Dynamics 365 Business Central is an all-in-one unified ERP application which integrates all the applications, sources data from them to increase financial visibility, optimize supply chain, access robust reporting, and deliver projects on time and within budget, hence increasing productivity and fixing revenue loss.

By connecting business processes across all the necessary and important departments in the company, Dynamics 365 Business Central enables a truly integrated and connected business with real-time data at your fingertips.

Business Central brings the following benefits to your organization:

  • Streamlining business processes through automation thereby enabling stakeholders to focus on more insight-driven tasks.
  • Managing resource utilization, better finance planning, ascertaining how much costs needed to be shelled out at any given point of time.
  • Better project control by tracking information and visualizing project estimates easily. Can also review commitments without losing sight.
  • Minimize write offs by giving customers access to a real time portal allowing them to view the status of their account and pay their bills
  • D365 Mobile app to enter time and expenses while out of the office
  • Business Intelligence – Leverage Power BI to create dashboards that provide your team with real-time information that allows you to view information such as actual vs budget and profitability by project.

Interested in knowing how the solution can work for you?

MetaPro Difference

Connect data, people and processes together in one integrated solution

Link with your customers in real-time and integrate all your business processes faster.

Work from anywhere, on any device, tailored to you

Run your entire business in the cloud – start with what you need and grow at your own place. Easier to deploy, configure, integrate and scale.

Unparalleled end-to-end business process support

The solution encompasses business management functionality and provides you with unparalleled levels of process optimisation, control and insight across your business.

Built on the Dynamics 365 Platform

Bring your teams together! Leverage what you are already using

Built by people who understand your business

Used by hundreds of customers around the world

Support every professional services stakeholder

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CEO

Gain total control over your business and grow it the right way.

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CFO

Manage risk with real-time financial insight of the entire business.

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COO / PMO

Go from reactive to proactive management of your projects.

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CIO / CTO

Drive real business value with cloud-enabled digital transformation for project business.

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Partner

Keep your teams aligned from beginning to end.

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Client

Build trust with customers through real-time collaboration.

Keep Projects and Resources on Track

With MetaPro solution for Professional Services, you get the tools you need to more effectively manage projects and resources throughout the lifecycle of the engagement.

Project estimation

Quickly estimate projects based on standardized costs from previous projects with similar requirements, qualifications, timeframes, and headcount.

Project status tracking

Automatically track employee timesheets and project milestones, offering a real-time view of a project’s costs, whether a project is running over- or under-budget, and whether the project is meeting key milestones on time.

Prospect identification

Avoid tying up valuable resources on less profitable assignments by connecting the most profitable prospects with resource availability to optimize demand planning and sales forecasting.

Complete project cost visibility

Make sure you are aware of all project costs-from the first sales visit to the final invoice-by tracking all costs, time, and resource allocation, which helps identify the profitability of each project and offer guidance to future projects.

Resource allocation

Ensure the best use of resources and maximum profitability by allocating resources during the proposal phase, tracking and managing all resources and project costs/revenues, accurately managing labor, inventory, and third-party services, and comparing project costs to estimates and budgets.

Want to learn more about streamlining your processes, making smarter decisions, and accelerating growth with Dynamics 365 Business Central?

Contact us