Optimize your operations

ERP for consulting and professional services firms

Gain a competitive edge and adapt to environmental changes with an all-in-one ERP for consulting firms: budgets, costs, billing, finance, treasury, document management, purchasing, and sales.

Companies offering consulting services play a fundamental role in today’s economy, providing specialized advice to various organizations in areas such as strategy, management, technology, human resources, and more. These companies face unique challenges in their daily operations due to the dynamic nature of their work and the need to maintain high standards of quality and efficiency.

One of the main problems these companies face is managing their internal processes. Each project and client may require different approaches and methods, making standardization and optimization of operations difficult. Additionally, managing human resources and appropriately allocating talent to specific projects can be complex and demanding.

This is where technology, particularly an ERP for consulting firms, can make a difference. This type of system allows consulting companies to optimize and standardize their internal processes by offering flexible and customized tools. They can adapt workflows and solution functionalities to meet the specific needs of each project and client, increasing operational efficiency and productivity.

In summary, an ERP offers these companies a powerful tool to address their daily management challenges. By optimizing internal processes, improving resource allocation, and providing personalized customer service, consulting firms can quickly adapt, be more efficient, and competitive in a constantly evolving business environment.

Sectors we specialize in

Benefits of using an ERP for consulting and professional services firms

Enjoy the advantages of implementing the best ERP: Microsoft Dynamics 365 Business Central for legal, financial, technological, strategic, HR, marketing, and communication consulting…

Make business decisions based on information more quickly

Increase productivity and communication among your employees

Boost company profitability and growth

Automate repetitive tasks and processes

Promote company-client collaboration

Track the economic evolution of your projects

Work from anywhere and any device

Make expense and deviation forecasts

Functionalities of an ERP for consulting companies

man and woman in a meeting

Organization and management of consulting projects

  • Manage your projects from start to finish, from the acquisition phase to the support phase.

  • Our ERP for consultancy services allows for thorough tracking of any deviations that may occur, as well as real-time visibility of profitability.

  • Efficiently manage subcontracting and perform procurement circuits, always ensuring you have the right resources to carry out your projects.

Sales management

  • An ERP for consulting firms provides commercial agility by facilitating the budgeting phase with the agile construction of cost and sales budgets to respond to offers and tenders.
  • Manage multiple versions.
  • Manage the documentation associated with the commercial process.
  • Automatic project conversion upon award.
working team in a meeting
man viewing data on a tablet

Accounting and finance control

  • Treasury management: generation of flows for each project.
  • Save time and paper with electronic invoicing.
  • Approve and digitize supplier invoices with the ERP for consulting firms.

Organization of resources and work teams

  • Manage and organize all documents with the ERP program for consultancy services.
  • Allocate and approve time and expenses through employee apps with a very intuitive interface.
  • Create spaces for better communication and teamwork.
  • Graphically plan consulting projects, capacities, and tasks.
three employees in an office
team viewing data on a screen

Control of everything that happens in the company

  • Economic-financial analysis with our ERP for professional services.
  • Control productivity and real and expected profitability.
  • Control costs by project and department (multiple analytical axes).
Microsoft
Empowering consulting

We are a partner specialising in the consultancy sector.

At ARBENTIA, an international business consulting and information technology firm, we are a certified Microsoft partner and offer our consulting clients the latest technology trends to help them achieve their business digital transformation.

  • ARBENTIA Project Management is a leading solution within the Microsoft platform that allows you to take control of your projects
  • We have a division dedicated exclusively to the consulting and professional services sector
  • We have extensive national and international experience in business consulting and information technology
  • We support our consulting sector clients from the start of the project
  • We have offices in Madrid, Galicia, Santander, the Basque Country, Navarra, and the Canary Islands

Dynamics NAV Navision for consultancy is now Business Central

Trust the new ERP for consulting developed by ARBENTIA on the Microsoft ERP: Dynamics 365 Business Central. The new version of the successful Navision or Microsoft Dynamics NAV applied to the consulting and professional services sector.

Control budgets, track your projects (from start to finish), automate processes, and promote communication and teamwork with Microsoft Dynamics NAV for consulting management.

Focus on what really matters! Don’t settle for simple accounting tools and discover how Business Central for consulting firms can help you meet your company’s specific needs and achieve your goals.

Complementary solutions

The integration of Microsoft Dynamics 365 technology can be done in several ways: add more Dynamics 365 modules, perform integrations developed by Microsoft or a specialized partner like ARBENTIA. Find the solution that best suits your needs and integrate it with the ERP with minimal effort!

100% integrated Microsoft universe

verona

  ARBENTIA Project Management  

Trust the modular technological platform for project management developed by ARBENTIA on Microsoft Dynamics 365 Business Central.

More information

  SAGE XRT  

Manage your company’s treasury with Sage XRT and Microsoft Dynamics 365 Business Central. Both solutions come together to add value to the business’s financial planning. Unlock your company’s full potential and eliminate risks and uncertainties.

  App for Project Managers  

Facilitate Project Managers’ control of the lifecycle of their consulting projects, from budget definition to expense and revenue allocation; with a Power App that enhances connectivity and collaboration.

  Power Apps  

Microsoft Power Apps, the tool for creating mobile, desktop, or web business applications from Microsoft. Easily create custom applications with little to no code that modernize processes and solve challenges.

More information

  Power Automate  

Microsoft Power Automate is the tool from Microsoft that improves business productivity. Automate repetitive tasks and business processes by combining different cloud services and/or applications. Focus on what truly matters.

More information

Frequently asked questions

An ERP for consulting firms is a comprehensive solution used by companies in this sector to optimize the management and planning of their resources, specifically designed to meet the needs and challenges they face in their daily activities.

This type of ERP offers advanced modules and functionalities for project management, time and cost tracking, human resource management, billing and collections, among other key aspects. It allows for the efficient centralization and coordination of information and processes, resulting in improved productivity, more informed decision-making, and optimized financial results.

Additionally, an ERP for consulting firms provides a panoramic and real-time view of all ongoing activities and projects, facilitating the identification of improvement opportunities and performance tracking. In summary, it is a fundamental tool that gives these companies the ability to effectively manage their resources, increase profitability, and offer high-quality services to their clients.

Professional services refer to a set of specialized activities and advice provided by experts in a specific field. These services are offered to clients who require technical knowledge, experience, or specialized skills to address complex problems or achieve specific goals.

Professional services cover a wide range of sectors, such as business consulting, legal advice, auditing, or accounting services. Their common characteristic is that they involve the application of specialized knowledge and technical skills to solve problems, offer strategic advice, conduct analyses, make informed decisions, and provide customized solutions to the specific needs and challenges of clients.

An ERP for consulting firms or professional services companies should have key functionalities. This includes project management, allowing for task tracking, resource allocation, and time control. It is also essential to have comprehensive financial management, covering budgets, billing, cost control, and profitability analysis by project. Other important features are contract management, inventory control, human resources, and the generation of analytical reports for effective decision-making.

When choosing an ERP for a consulting firm, it is crucial to consider several factors to ensure the solution fits your business’s specific needs. Here are some key steps to follow:

  • Identify your needs: evaluate your consulting firm’s current and future business processes. Define specific requirements in areas such as project management, human resources, accounting, CRM, and data analysis.
  • Thorough research: research available ERP solutions in the market and compare their features, functionalities, costs, and user reviews. Ensure the ERP has modules and features specifically designed for consulting firms.
  • Customization and scalability: ensure the ERP can adapt to your consulting firm’s changing needs and scale as your business grows.
  • Integration with existing tools: check if the ERP can easily integrate with the tools and software you already use, such as productivity applications, project management systems, or collaboration tools.
  • Support and maintenance: evaluate the quality of technical support offered by the ERP provider and ensure they can assist you during the implementation and ongoing use of the system.
  • Total cost: consider not only the initial cost but also the costs of implementation, customization, user training, and long-term maintenance.

By following these steps and conducting a careful evaluation, you can choose an ERP that optimizes operational efficiency and supports the continuous growth and success of your consulting firm.

Shared success stories

Signature advances in building its core capabilities by implementing advanced 100% Microsoft technological solutions

As a strategic decision and in its quest for continuous improvement, Signature has trusted ARBENTIA to advance in building its core capabilities by implementing the ERP Dynamics 365 Business Central and ARBENTIA Project Management. These are two digital business solutions based on 100% Microsoft technology, easy to implement, and fully adaptable to the company’s management needs.

Consultancies that already trust us and Microsoft Dynamics technology.

Circet
Eptisa
Eptisa
Endemol
Cognodata