Business,
Simplified.


ERP for Professional Services

The B2B arena comprises many competitors jostling for the same clientele in a tightly contested industry, under constant pressure to perform. An ERP for the professional services industry and CRM solution catering to specific requirements is critical to ensure timeous and optimal service provisioning. Precision is key as clients are quick to rate either good or bad service on social media platforms.

We know your challenges

Our B2B ERP systems are designed to facilitate the planning, scheduling and management of all resources required to execute a specific task, by the appropriate person, on time and within budget. In this industry, you are only as good as your last customer satisfaction rating and it is imperative that all service delivery operations are monitored centrally to ensure the best customer service experience. Find out more about our B2B ERP Software.

Professional Services ERP

CHALLENGE

Financial Management

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The professional services ERP solution can streamline financial processes such as invoicing, expense tracking, and budgeting, and provide real-time visibility into the financial performance of the business.

CHALLENGE

Resource Planning

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Business Central can help manage resource planning and allocation, including employee schedules, availability, and workload, to ensure projects are completed on time and within budget.

Microsoft Dynamics 365 Business Central & Finance and Operations Professionals

Increase IT system agility, availability, and scalability

CHALLENGE

Time and Expense Tracking

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The solution can accurately track time and expenses for projects, improving the accuracy of billing and reducing the risk of billing errors.

CHALLENGE

Client Relationship Management

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Business Central can help manage client interactions and provide a unified view of client information, enabling better customer service and support.

CHALLENGE

Reporting and Analytics

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The solution provides robust reporting and analytics capabilities that enable professional services companies to gain insights into their operations, and make informed decisions.

News and Case Studies

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Posted: February 18, 2025
The manufacturing industry operates on tight margins where even a single instance of equipment failure can result in costly delays, unplanned downtimes, and inefficient maintenance schedules. Traditionally, businesses relied on reactive or scheduled maintenance strategies, which either waited for problems to occur or often replaced functional components unnecessarily. But no more. This is the age of predictive maintenance - a revolutionary approach that leverages data and advanced analytics to predict potential failures before they happen. This strategy not only minimises disruptions but also optimises maintenance schedules, saving both time and money. At the forefront of this transformation is Microsoft AI, a suite of cutting-edge tools that equips manufacturers with the ability to predict, prevent, and manage equipment failures more efficiently than ever. In this article, we explore how Microsoft AI is redefining predictive maintenance and driving unparalleled efficiency in the manufacturing sector.
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In: Uncategorized
Posted: February 11, 2025
In business, fundamentally, email remains the backbone of communication. Yet, the challenge of email overload has become a significant barrier to productivity. Overflowing inboxes, missed messages, and inefficient workflows plague modern organisations, sapping time and focus. The need for smarter email management has never been greater. Enter Microsoft AI in Outlook, a revolutionary tool designed to streamline email management, enhance efficiency, and alleviate the stress of email overload. For South African businesses, Strategix, a trusted Microsoft Gold Partner, provides expertise in adopting these AI-driven tools, ensuring a smooth transition to smarter email solutions tailored to unique business needs.
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Microsoft Solution is for your business?

To learn more, contact us at info@strategix.co.za

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