Tridea Partners provides a comprehensive offering for the professional services industry that encompasses both Microsoft Dynamics ERP and Microsoft Dynamics CRM. The ability to track all components of a project, job or contract is a big challenge for the professional services industry. The ability to track areas such as percent of project completion, actuals to budget and outstanding billable hours becomes a challenge in many systems. Additionally, the ability to manage project resources (employees and contractors) becomes a daunting task.

Tridea Partner, along with Microsoft Dynamics, provides a great solution to address these challenges in the professional services industry. We can provide a software application that gives you important information on your profitability with projects, visibility into resource allocation and delivery of timely billing and invoices. Other benefits include:

Project management

  • Control contracts, jobs, and projects from initial estimate to final billing.
  • Track and access all information on project including manager, employees, budgets, costs, materials and billings.
  • Utilize project templates to simplify project setup.

Employee management

  • Project visibility through Web-based tools and portals.
  • Manage employee utilization and employee information.
  • Easy web-based time and expense entry with approvals.

Billing

  • Don't miss hours through automated cycle billing.
  • Customize billing options and invoice formats to customer or project.

Reporting and business intelligence

  • Utilize powerful reports through Report Writer, SQL Reporting Services or Excel-based reports
  • Financial statement visibility including project accounting and earned or unearned revenue.
  • Scheduling report delivery.

Learn how SiteLab benefits from Microsoft Dynamics GP Project Series

SiteLab Interactive

Read case study here




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Tridea Partners

Get in touch

We'll be glad to hear your thoughts!

858.755.3700

info@trideapartners.com

About us

Tridea Partners – A Columbus Company is a Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) consulting partner specializing in implementation, customization, and integration of Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics 365 and Microsoft Dynamics CRM. Tridea Partners helps companies unlock the value of their business applications. By engaging Tridea, you gain a partner that is committed to your business success.