Professional Service Automation

Microsoft Dynamics and Charteris – the true specialists

Charteris offer a Professional Services Automation solution based around an integrated set of leading edge Microsoft products. The offering is aimed to appeal to professional services organisations coping with rapid change - growing fast or operating in a tightening market where efficiency and agility are vital. The platform is designed with the following aims:

  • Increase revenue
  • Improve efficiency
  • Allow collaboration
  • Support growth and flexibility
  • Allow monitoring and measurement

The full PSA solution covers the spectrum of professional services activities from acquiring and managing customers to efficient planning and delivery, with integrated reporting that empowers managers to make effective decisions.

The product is configurable to suit your needs and consists of a menu of familiar Microsoft products.

They are integrated with workflows, reports, templates, setup tools (e.g. for data migration), and supported by as much setup and ongoing consultancy as required to suit a particular client’s level of organisational maturity, size and readiness for such a platform.

The combination of components is adjustable to suit a wide variety of needs, e.g. some organisations will gain most efficiency by concentrating on knowledge management using tools that capture and combine the knowledge of individuals into a tool that greatly enhances reuse and repeatability between deliveries. Others will concentrate on honing the use of resources and the efficiency associated with planning and tracking projects with a high degree of repeatability between projects (e.g. a product based supply).

For a workshop or a free demo please contact david.darling@charteris.com