Professional Services
We are independent ERP consultants providing expertise in system selection, best practice and business process improvement for professional services organizations.
Not all ERP systems are created equal. There is a big variance in functionality for a specific industry and for the size of company. Small companies don’t need the complexity required for larger companies. There is also a big difference in the ERP vendors which can be:
- Vendors with solutions for multiple industries. These systems are more complicated to setup because of all the industries they support.
- Vendors that offer a solution for a specific industry.
- Vendors that offer an extension developed by a 3rd party for a specific industry.
Our objective on this page is to provide you with some guidance in terms of unique professional services requirements, functionality of applicable ERP systems for professional services and professional services ERP implementers with the hope you might want to speak with us to learn more.
Unique professional services requirements include
– Flexible invoicing
– Scheduling based on availability, skills and employee preferences
– Timesheets
– Expense Reporting
– WIP
– Revenue Recognition
– Workflow including electronic approval of timesheets and expense reports
– Revenue and costs transferred between divisions automatically when an employee in one division works for another division
– 2-way integration with Microsoft Project
– Pass through charges from A/P to client
– Charge customer for equipment usage
– Change orders
ERP Systems for Professional Services
Get critical information about ERP systems for manufacturing industry and their implementers with filtering by application, tier and industry.
- Tier 1
- Tier 2
- Tier 3
| BST Global | CTRL | Deltek Vantagepoint | FinancialForce | Microsoft Dynamics 365 Finance & Operations | NetSuite | Oracle Cloud ERP | Projector | Pronto Xi | Sage Intacct | SAP Business One | SAP S/4 HANA | Serenic Navigator | Unit4 | Versa Cloud ERP | Workday | |
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| Product Information | ||||||||||||||||
| System | BST Global | CTRL | Deltek Vantagepoint | FinancialForce | Microsoft Dynamics 365 Finance & Operations | NetSuite | Oracle Cloud ERP | Projector | Pronto Xi | Sage Intacct | SAP Business One | SAP S/4 HANA | Serenic Navigator | Unit4 | Versa Cloud ERP | Workday |
| Vendor | BST Global | CTRL | Deltek Vision | FinancialForce | Microsoft Dynamics 365 | NetSuite | Oracle Cloud ERP | Projector | Pronto Xi | Sage Intacct | SAP Business One | SAP S/4HANA | Serenic Navigator | Unit4 | Versa Cloud ERP | Workday |
| Description |
BST Global designs, develops and deploys the AEC industry’s first suite of AI-powered project intelligence solutions. Beyond our flagship ERP offering, we provide work management, predictive insights and resource management solutions to complement a firm’s existing ERP. More than 120,000 architects, engineers and consultants in 65 countries across six continents rely on BST Global’s solutions each day to successfully manage their projects, resources, finances and client relationships.
With unrivaled industry knowledge, BST Global serves as a trusted partner to its loyal clients and remains at the forefront of innovation. Our strategy is as follows: AI-Powered Data + Insights for All; Connect It All; Automate It All; Development for All; Embraced by All, by Design.
Our BST11 ERP lets you analyze project costs, optimize resource utilization, receive live project alerts and more, so you can work proactively to boost project profitability. And by digitizing your finance operations, our system gives you a clear view of your firm’s cash flow in real-time as you can easily identify anticipated expenses, outstanding bills, collection milestones and past-due balances. BST11 ERP helps optimize your firm’s most valuable resource — its people — across teams, departments and geographies with visibility into upcoming project needs, current allocations and backlogged work. Plus, you’ll be able to easily evaluate employee workloads and monitor project portfolios from anywhere on any device.
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CTRL offers an innovative management software suite that can be used individually or combined to form a comprehensive, fully integrated ERP management solution. Drawing on extensive experience and expertise in three main sectors of specialization - construction, professional services, and healthcare - CTRL's team of professionals offers a set of management services dedicated to optimizing productivity. CTRL software are designed to allow management flexibility and are seamlessly customizable to offer the best business practices according to our clients' specific needs. Our primary goal is to become active partners in our clients' organizational development and propel project profitability and management. | Deltek Vantagepoint helps you:
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FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to unlock customer insights, deliver innovative experiences, run a connected services business, and achieve agility and resilience. | Dynamics 365 launched in 2016 when Microsoft brought together Dynamics AX, its ERP application and the Dynamics CRM application. Microsoft was one of the first to make a move an offer an integrated solution. Given the dynamic nature of business and the likelihood of unique situations, it is becoming more and more important for software/solution providers to introduce applications that cater to the changing trends. Dynamics 365 is a comprehensive suite of services enabling all in one solutions so that you don’t have to pick and choose from the plethora of options available.
Microsoft Dynamics 365 can be used for:
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NetSuite ERP is an all-in-one, AI-powered, cloud business management solution that helps organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance.
With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, supply chain and warehouse operations, NetSuite ERP gives companies clear visibility into their data and tighter control over their businesses.
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Oracle Cloud ERP is a powerful, cloud-based enterprise resource planning ERP system designed to help businesses streamline and automate their core financial and operational processes. It provides a comprehensive suite of applications that covers areas such as risk management, expense management, financial management, procurement, project management, supply chain operations. By integrating these essential business functions into a single, unified platform, Oracle Cloud ERP enables organizations to improve efficiency, reduce operational costs, and gain real-time visibility into their operations. One of the key strengths of Oracle ERP is its user friendly, flexibility and scalability, making it suitable for businesses of all sizes, from growing enterprises to large, complex global corporations. The Oracle Cloud infrastructure leverages cutting-edge technologies like artificial intelligence (AI), machine learning (ML), and data analytics to provide predictive insights, automate routine tasks, and drive continuous process improvement. For example, its AI-driven financial management capabilities can help businesses predict cash flow, detect anomalies in transactions, and automate expense reporting. The ERP software suite also offers advanced reporting and analytics tools, enabling users to make data-driven decisions with real-time insights into their business performance. Its cloud-based architecture ensures that organizations can benefit from regular updates and innovations without the need for costly and time-consuming on-premises maintenance. Furthermore, the platform is designed with built-in security and compliance features, ensuring that sensitive business data is protected while meeting industry-specific regulatory requirements. Learn more about cloud services and its enterprise functions of Oracle at https://www.oracle.com/ca-en/erp/. | With headquarters and our Development Centre located in Melbourne, we have support offices and consultants based across Australia, as well as a global network of Resellers and Solution Partners. Pronto Xi, our flagship Enterprise Resource Planning (ERP) solution helps you to monitor and control every aspect of your business, from top floor to shop floor. Gain insights about what’s making you money and where your best opportunities lie – from improving productivity and customer service to inventory accuracy and more. Specialised business units within Pronto Software have the expertise to assist you with pivotal technology – Digital Transformation with Pronto Woven, Cloud and Hosting services with Pronto Cloud and Business Intelligence solutions with Pronto iQ. When you choose Pronto Software, you gain a team with decades of industry experience and a single-minded dedication to helping our customers achieve their growth and revenue goals. That’s why for more than 40 years, over 1,700 Australian and global organisations, across a wide range of industries, have trusted us to simplify their most complex challenges. | SAP Business One is designed for small and mid sized companies to grow with you; it is flexible and modular, yet powerful and with its user-friendly interface, it is simple to use. The SAP Business One application offers an affordable way to manage your entire business – from accounting and financials, purchasing, inventory, sales and customer relationships, and project management, to operations and human resources. SAP Business One helps you to streamline processes, gain a greater insight into your business, so that you can act fast and make decisions based on real time information, to help you drive profitable growth. A single view of your business to help you stay in control We understand that businesses like yours have big dreams and big goals, and as your business grows it can be difficult to get a single view of what is happening at any given time, when information resides in different applications or even locations. SAP Business One is designed for small and midsized companies to grow with you, it is flexible, modular, yet powerful and with its user-friendly interface, it is simple to use. | SAP S/4 HANA. As the market leader in enterprise application software, SAP helps companies of all sizes and in all industries run better by redefining ERP and creating networks of intelligent enterprises that provide transparency, resiliency, and sustainability across supply chains. SAP's end-to-end suite of applications and services enables customers to operate profitably, adapt continuously, and make a difference worldwide. | Serenic Navigator includes unique, integrated capabilities for fund and encumbrance accounting, revenue tracking and cost analysis, grants, and outcomes measurement, online and offline donations, managing funding sources, complex budgeting and reporting, and detailed tracking of non-financial metrics related to ...
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Unit4’s next-generation enterprise software supports our customers in delivering an exceptional People Experience to their organization and onward to their customers – from boosting success for students and professionals, to empowering the public servants and nonprofit teams doing good in the world. We transform work to be more meaningful and inspiring through software that’s self-driving, adaptive and intuitive, intelligently automating administrative tasks and providing easy access to the answers people need. | Versa Cloud is modern all-in-one software created for fast growing inventory heavy manufacturing, distribution, and e-commerce businesses moving to the next level. It is more powerful than the old software used by your larger competitors, yet simple and affordable enough for use in businesses like yours. Every successful business eventually outgrows Excel spreadsheets and old software. If you are looking for new software that eliminates post-it notes, spreadsheets, and add-ons consider Versa Cloud ERP. | Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics have been adopted by thousands of organizations around the world and across industries—from medium-sized businesses to more than 50% of the Fortune 500. | ||
| Website | http://www.ctrl.com/ | https://www.deltek.com/en/products/project-erp/vision | https://www.financialforce.com/ | https://dynamics.microsoft.com | https://www.netsuite.com/ | https://www.oracle.com/erp/ | https://www.pronto.net/ | https://www.sap.com/products/erp/business-one.html | https://www.sap.com/ | https://www.unit4.com/ | https://www.versaclouderp.com | https://www.workday.com/ | ||||
| Primary Tier | 2 | 2 | 2 | 2 | 1 | 2 | 1 | 2 | 2 | 2 | 2 | 1 | 2 | 2 | 3 | 1 |
| Industries | ||||||||||||||||
| Apparel | No | No | No | No | No | Yes | No | No | No | No | No | Yes | No | No | No | No |
| Construction | No | Yes | Yes | No | Yes | No | Yes | No | Yes | No | No | Yes | No | No | No | No |
| Field Services | No | No | No | No | No | Yes | No | No | No | No | No | No | No | No | No | No |
| Financial Services | No | No | No | No | Yes | Yes | Yes | No | No | Yes | Yes | Yes | No | No | No | Yes |
| Food & Beverage | No | No | No | No | Yes | Yes | Yes | No | No | No | No | Yes | No | No | No | Yes |
| Hospitality | No | No | No | No | Yes | Yes | Yes | No | No | No | No | Yes | No | No | No | No |
| Manufacturing | No | No | No | No | Yes | Yes | Yes | No | Yes | No | Yes | Yes | No | No | Yes | No |
| Nonprofit | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No |
| Professional Services | Yes | Yes | Certified | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Retail & ECommerce | No | No | No | No | Yes | Certified | Yes | No | Yes | No | Yes | Yes | No | No | Yes | Yes |
| Transportation & Logistics | No | No | No | No | Yes | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No |
| Wholesale Distribution | No | No | No | No | Yes | Certified | Yes | No | Yes | Yes | Yes | Yes | No | No | Yes | No |
| Applications | ||||||||||||||||
| Accounting (General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Budgeting and Cash Management) | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Asset Management | No | Yes | No | No | No | Yes | No | No | No | No | Yes | Yes | No | Yes | No | Yes |
| CPQ (Configure Price Quote) | No | No | Yes | No | No | No | No | No | No | No | No | Yes | No | Yes | No | Yes |
| CRM | No | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | No | No | Yes | No |
| Distribution (Order Processing, Purchasing and Inventory) | No | No | No | No | Yes | Yes | Yes | No | Yes | No | Yes | Yes | No | No | Yes | No |
| E-commerce | No | No | No | No | Yes | No | Yes | No | No | No | No | Yes | No | No | No | No |
| Field Services - Dispatching & Scheduling | No | No | No | No | Yes | No | Yes | No | Yes | No | No | Yes | No | No | Yes | No |
| Field Services - Mobile Field Management | No | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | No | Yes | Yes | No | No | No | No |
| Human Resource Management | No | No | No | No | No | Yes | Yes | No | No | No | No | Yes | No | No | No | No |
| Manufacturing - Quality Control | No | No | No | No | No | No | Yes | No | Yes | No | No | Yes | No | No | No | No |
| Manufacturing - Scheduling | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | No | Yes | No | Yes | Yes | Yes | No | No |
| Manufacturing - Shop Floor Control | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes | No | Yes |
| MRP | No | No | No | No | No | No | Yes | No | No | No | No | Yes | No | No | No | No |
| Payroll | No | Yes | No | No | Yes | No | Yes | No | Yes | No | No | Yes | No | No | No | No |
| Point of Sale | No | No | No | No | No | No | Yes | No | No | No | No | Yes | No | No | No | No |
| Product Lifecycle Management | No | No | Yes | No | Yes | No | Yes | No | Yes | No | No | Yes | No | No | No | No |
| Professional Services - Scheduling | No | No | No | No | No | No | Yes | No | No | No | No | Yes | No | No | No | No |
| Professional Services - Timesheets | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No |
| Professional Services – WIP Management | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No |
| Project Management | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No |
| Transportation Management | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No |
| Warehouse Management | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No | No |
| Developer Information | ||||||||||||||||
| Number of customers - all products | ||||||||||||||||
| Number of customers - this product | ||||||||||||||||
| Technology | ||||||||||||||||
| % of application that is web based (just need a browser on workstation) | ||||||||||||||||
| On premise, cloud or hybrid | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | On Premise | |
| Private or Public Cloud | Private | Private | Private | Private | Private | Private | Private | Private | Private | Private | Private | Private | Private | Private | Private | |
| Tenant Architecture | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | Multi-Tenant | |
| Generic Requirements | ||||||||||||||||
| Customization/Configuration | ||||||||||||||||
| Without changing source code | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
User-defined fields
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In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
User defined screens
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In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Multiple Companies | ||||||||||||||||
| Share inventory across companies | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Share customers and suppliers across companies | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Automate balancing of transactions across legal entities | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| PO of 1 company automatically generates the sales order in another company | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Multiple Currencies | ||||||||||||||||
| Maintain source and home currency amount for each transaction | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Date effective currency exchange rates | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Work Flow | ||||||||||||||||
| Can apply an approval process to any transaction such as a journal entry or any master file such as a supplier or inventory item | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Can generate alerts/escalation if something expected is late or reminders | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Configurable approvals or alerts without needing programming | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Mobility | ||||||||||||||||
| Optimized for Android and iPhone | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Offline mode and synch when internet connected | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Sales tax compliance | ||||||||||||||||
| Canadian sales tax compliance | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| US sales tax compliance | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Reporting/Business Intelligence | ||||||||||||||||
| Reporting | ||||||||||||||||
| Industry standard reporting tool and can change existing reports or add new ones | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Ad-hoc reporting (don’t need a programmer) with filtering, sorting and summarizing options | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Dashboards | ||||||||||||||||
| Based on real time updates from all transactions | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Role specific | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Configurable dashboards - don't need to be a programmer to create or change dashboard | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Analytics | ||||||||||||||||
| Drag and drop dimensions | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | |
| Visualization/graphic representation of data | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release | In Current Release |
Implementers of ERP System for Professional Services
Get information about implementers specialized in ERP systems for Professional Services
Why You Should Hire 180 Systems as Your ERP Consultant
1. Independence
We are independent ERP consultants and do not accept any compensation from vendors or implementers.
2. Requirements Analysis
Our analysis is mostly based on business process reviews rather than generic requirements checklists.
3. Strategic alignment
We have extensive experience in system selection and implementation across a wide variety of industries with many references for each industry.
4. Professional Services Experience
We have extensive experience in selection and implementation of ERP systems for Professional services
5. Methodology
We have a documented best practice methodology with numerous proven templates to manage selections and implementations.
6. Efficient
We don’t waste anyone’s time. For example, vendors are asked to only respond to critical requirements in an RFP with the goal of 20% of requirements deemed critical.
7. Cost
Our fees are low because we have little overhead, and don’t exceed a maximum unless there is a change in scope and it has been approved.
8. Trusted Advisors
Our clients know that we will always act with integrity and honesty.
Testimonial
From clients we’ve helped with Professional Services ERP System Selection
We had a good experience working with Michael and Alex. They did RFP walkthroughs to understand our needs, which were quite detailed, and they were very patient with us. Michael is also straight to the point, and everything was done in a timely manner. We appreciate that they were quick to respond and always available.
I really enjoyed working with Michael and his team at 180 Systems. They were very thorough including business requirements analysis and RFP generation, with an excellent scoring system. And when there were bumps in road, they were the voice of reason. I would do it again.
We found 180 Systems to be very professional and experienced. They have a good understanding of systems, with vendors strengths and weaknesses. Where they added the most value, was having someone on the hook to manage, document the process and keep us on track. We could have possibly done that ourselves, but it was good to have someone else doing that so we could focus on our core business activities.
180 Systems assisted with the selection and implementation of an ERP system. We appreciated their cut-to-the-chase approach, detailed interview technique and getting the essential requirements defined. They provided the process and analysis we needed to help make a selection, and helped us with a very tight deadline in implementing the new system. We worked long and diligently and went live on-time.
We were searching for a new financial system, he helped us write an RFP, and to boil all the information down to narrow down the list of vendors. Then he was with us for the vendor demos, and he was really really good at helping us focus on the difficult things. His ability to help focus you on the important stuff is invaluable and his ability to boil down amounts of business information into empirical hard data is great. His approach was very casual and matter-of-fact, and still brought all the gravitas based on his experience and professionalism. He was able to cut through all the noise to understand what we were really looking for. I would recommend him to anybody. I would say if you’re looking for someone to help you with selecting a business system, call him.
Michael understands what we do at Zebrano very well. We have worked with him several times over the years. We needed to automate accounting processes, and started a year ago. We looked at various options, already programmed or custom. We hired Michael to define our needs and use them to develop an RFP to present to the vendors. He was on all the calls with suppliers. Michael was quite tough on the vendors which we liked. In the end we went with a custom solution. Michael paired the programmer with a database programmer who was excellent. We were able to keep our existing system and convert all the data. We're using it and it's working really well. Michael put us together with the right people.
"Michael Burns helped us beat the bushes, see what was out there and narrow down the suppliers. We didn't know what was available, Michael is obviously much more up on what is out there. He did a very thorough analysis of what we needed. He also did a process analysis and turned it into an RFP which we could submit to vendors once we got to that point. We're glad that we used him to get through that process. I can't imagine trying to get through that maze without his experience and knowledge. He has a thorough approach, he tries not to leave any stone unturned, because it is a very specialized kind of thing. This is not kitchen cabinets, this is mission critical stuff. Once we got signed up with the vendor, Pat Wade took over as external project manager. We had been working with her for several years before Michael so we were thrilled that we were able to work with her on this. She is not involved in day-to-day nitty gritty things. She has a lot of knowledge and expertise in the business. Her depth of knowledge is amazing, I don't believe there's anything in an ERP implementation she hasn't seen before."
We did an extensive search for the appropriate expert consultant for a litigation on a systems related issue. Michael's qualifications and background fit our requirements. Michael always dealt with us in a professional way. Michael provided two reports commenting on the system that was put into place in the matter under litigation. We enjoyed working with him both on the phone and in person.
Michael did an excellent job on the work that he did for my client. Michael was very clear upfront about his budget and schedule, and came within the budget he set out and basically on schedule. He was very diligent and thorough in his approach to the issues, and he provided his report very promptly. He worked very hard, including working over holidays and weekends and late evenings. His turnaround time was very fast; he was responsive, he listened to feedback that was provided and incorporated that into his work product.
A trusted friend and financial professional recommended 180 Systems as an expert in financial software applications for mid-size companies such as ours. The recommendation proved to be right on the money as they were a perfect fit for our requirements. Not only are they focused action-oriented and a quick study, but also have expert knowledge base that is as deep as it is wide. We were very pleased with the process that 180 Systems lead us through and recommend them without reservation.
My thumbnail on Michael - we got along really well and he was extremely helpful. I just give him plus marks on everything. He was so fair, honest with us, reasonable with his price, just a class act. We learned so much doing the ERP with Michael. The vendor always says they can do anything for you, then you get into a relationship, and that's dangerous. With Michael, we were able to ask the tough questions and not be swayed by the vendor's marketing.
I would like to take a moment to thank you for the very professional way that you handled this assignment. You proved to be an experienced and expert advisor as you led us in the selection of our new accounting system. I am very pleased with the process that you took us through and with the choice that we made. I am looking forward to what looks to be a straightforward implementation of OpenAir system and want to wish you good luck with your future endeavours. Please feel free to use us as a reference; I would not hesitate to give you an excellent one. Thanks again for your help.
Michael's expertise was invaluable in helping us choose our PSA solution. With his guidance, we were able to quickly identify our critical requirements, narrow the field down to a handful of vendors that met our needs and shaped a best-of-breed RFP process. Investing in his company was the smartest move I made in the process. I cannot recommend him highly enough
My experience working with Lawrence was very positive. This was the first time I had worked with an IT consultant retained directly by our company rather than a vendor, and it was a very different experience. I am happy with the work that was done, and would not hesitate to retain 180 Systems in an advisory capacity as we move forward with this project to review our business needs analysis to make sure we are not omitting any key components and to provide advice during the configuration and implementation phases. Lawrence provides value for money, is easy to work with and very down-to-earth. He quickly established a very good working relationship with our Steering Committee and developed a reputation as being an honest and positive broker for our firm.
Lawrence was very helpful and knowledgeable. He spent significant time on site with us and brought experience we didn't have in house. He had specific expertise in "grilling" the vendors and ensuring we received appropriate documents, seeing the process through, clarifying information and making sure proposed vendors were providing what was needed to make our decision. We have a fairly small head office, and so we needed someone with his background, someone who had been through the process before. It was a useful expenditure.
Michael has been a great help, very resourceful and knowledgeable. We were able to get his assistance with planning and searching for a new ERP system. I would highly recommend him to anyone looking for a new system. He knew about various solutions out there, and was always available and there for us. Michael will help us with the implementation as well, and is currently advising us on an ROI study and client references as well. It's great to have a third party to provide feedback and advice, to make sure we are not forgetting anything or making mistakes.
