Professional Services

Cloud ERP solutions provide modern features and benefits that bring new opportunities to Professional Services firms. Enhance visibility and streamline operations while easily navigating industry trends and challenges with professional services software.
professional services software solutions

Inefficient Communication Between Teams

Professional Services teams are often siloed by disconnected internal and external operations, leading to inefficient communication and the transfer of critical data.

Complex Billing Cycles

Service types, salaries, and even annual rate changes can complicate and create inaccurate financial projections for Professional Services organization, increasing frustrations and time spent tracking projects.

Missing Project Goals

Without comprehensive tools that offer teams collaboration features, Professional Services teams run the risk of missing deadlines and ultimately delaying delivery dates and payments.

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Solutions Designed with Business in Mind
Flexibility, Scalability, and Adaptability

Modern cloud ERP and professional services software allows firms to scale their technology according to growth while eliminating expansion barriers dictated by your software.

Operational Visibility
Configure your software to act as your “single source of truth.” Bridge connections between data streams from disparate silos to allow for an accurate overview of ongoing processes.
professional services software consultants
professional services software
Platforms Built to Last
Automate the entire project lifecycle, remove manual processes, and streamline operations by mitigating time and financial costs, as well as occurrences of user error.
Unified Platform

Integrate your various applications into one professional services software system, enabling your firm to capture and analyze information from all segments of your business.

Industry Insights

Discover the latest industry insights and how to guarantee a seamless migration from your current business management applications to professional services software.

professional services software insights

Guarantee Your Digital Success by Working with A Trusted Technology Partner

  • Oracle Netsuite
  • NetSuite OpenAir
  • Salesforce
  • Dell Boomi
  • Celigo

The World’s #1 ERP Platform

Today’s organizations demand solutions that are flexible enough to accommodate dynamically changing business needs. Oracle NetSuite enables organizations to manage everything from IT costs and accounting to procurement processes and beyond.

Improves Project Delivery
and Success Rates

Automate and manage key aspects of your business across the complete project lifecycle, giving your business what it needs to stay competitive, gain efficiency, deliver quality services to clients.

United in the Cloud

NetSuite PSA is the first cloud-native solution that unites all of the ERP and professional services automation functionality to meet the business requirements and needs of both product and services companies in one single system.

Explore Oracle NetSuite Services

Business Process Consulting

Expert consultants will build an actionable business plan focused on growth and long-term success with your technology.


Seamlessly migrate your critical data and effectively execute your technology with training, installation, and solution testing.


Join back-office financials and front-office services in one unified system to increase profitability and maximize resources.

Vendor Evaluation & Selection

Our team focuses on your core business processes and designs a solution tailored to your unique needs.

Professional Service Automation
Made Simple

NetSuite OpenAir is the world’s #1 professional service automation (PSA) solution supporting complete project lifecycle management with a powerful cloud-based suite.

Empower Your Operations

Improve on-time project delivery and increase resource utilization with advanced management functionality.

Real-Time Visibility

Gain unparalleled automation and visibility by connecting OpenAir to your CRM, ERP, HR, and payroll application.

Explore NetSuite OpenAir Services

Business Process Consulting

Learn how to drive tangible results by increasing resource utilization and project margins while driving down IT costs.


Benefit from advanced project management tools and hit the ground running with full visibility into the entire project scope and business operations.


Seamlessly integrate your existing applications to streamline communications and operations across teams.

Vendor Evaluation & Selection

We ensure your system works for your team rather than your team working for your system.

Soaring in the Cloud

With Salesforce, Professional Services firms can rapidly transform the way they deliver services through capabilities, solutions, and products that flex and scale to meet every need. Increase productivity, reduce costs, and improve efficiency – all on the #1 CRM.

Manage Documents with Salesforce Files

Eliminate the need for paper filing and step into the world of robust digital documentation. Salesforce Files allows Professional Services teams to collaborate and share documents easier than ever before.

Reach Clients Quickly and Efficiently

Salesforce enables firms to easily reach clients through in-depth information tracking features. With field options to track email addresses, street addresses, phone numbers, and more, you will always have a way to reach your client.

Explore Salesforce Services

Business Process Consulting

Leverage the platform to maximize profitability and optimize resource allocation for optimal business outcomes.


Get your tech up and running and hit adoption targets with a longer-term understanding that your system will evolve as your business grows.


Integrates data from multiple systems into a single source, effectively delivering service, enhancing employee productivity, and modernizing IT.

Vendor Evaluation & Selection

Have an expert on your side as your look to adopt the powerful capabilities of Salesforce.

Connecting Your People to Your System and Processes

As an iPaaS leader and pioneer, Dell Boomi works to create integrated experiences that instantly connect people to what they want and need most. Boomi grows with your systems, data, and people, helping you deliver the best service experiences.

Accelerate Time to Value

Drag and drop UI and data mapping tools into a comprehensive library of connectors. Support from various integration patterns enable you to build any integrations with exceptional speed.

Improve Productivity

Operational intelligence, reusable business logic, and data flow recommendations simplify your integration process and error resolution.

Explore Dell Boomi Services

Business Process Consulting

Discover how this multi-tenant platform provides a full range of flexible, agile, and sustainable cloud solutions.


Quickly get started with a vast library of applications and technology integrators along with pre-built starter processes.


Deploy integrations in your designated location – behind the firewall or in a private or public cloud.

Vendor Evaluation & Selection

As the inventors of iPaaS, Boomi continues to push the boundaries of this technology while focusing on value.

Experience True Automation

As companies grow, so does the tech stack for Professional Services firms. From cash management, procure-to-pay, expense management, and reporting and analytics, Celigo helps companies improve financial visibility while eliminating manual data entry, costly errors, delays, and processes managed with spreadsheets and email.

Simple and Powerful User Experiences

The platform’s intuitive design makes for an organic user experience and eliminates the need for manuals or hours of training.

Leverage Prebuilt Integrations

With hundreds of pre-built connectors, Celigo makes it possible for technical and non-technical users to build and maintain automations and integrations themselves.

Explore Celigo Services

Business Process Consulting

Discover how leveraging iPaaS technologies can eliminate manual processes while increasing visibility and data accuracy.


Implement prebuilt Integration Apps or a complex orchestration between multiple applications.


Standardize how applications are integrated and automate processes and shared data across your business.

Vendor Evaluation & Selection

If you are looking to grow your business, scale your product, or streamline processes, we are ready to help you get there.

Explore Industry Insights