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Project Performance: How to Turn Your Failures into Successes

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CPA with clientsProfessional service organizations constantly juggle a wealth of client expectations and project details. Even worse, many of these can change in an instant. In order for a project to be successful, many things have to occur; remaining within the budget, meeting project milestones, engaging the client with experienced staff, and consistently providing outstanding service to ensure client satisfaction. If any of these factors fall short, the project is at risk of failure, as is your opportunity for a strong client referral.

Handling multiple projects can present further challenges to achieving the overall project goals. Keeping tabs on expenses, project timelines, as well as billable and non-billable hours are all examples of day-to-day tasks that can cause confusion and delays. Changes to the scope of work and specific project activities are common and can muddy the waters for even the most seasoned project manager. To add to this, many companies continue to use paper documentation for project details such as timesheets and expense reporting which often leads to lost forms and duplicate data entry. Missing, lost, or miscalculated details regarding project expenses, payroll, or invoices can quickly push a project over-budget and past its due date.

Day-to-day project management and open communication are two cornerstones of successfully managing a project. Utilizing an Enterprise Resource Planning (ERP) software, such as Microsoft Dynamics AX, allows you to excel in areas like analyzing project profitability, improving project performance and availability of real-time data for mobile access, and replacing manual processes with automated workflows.

Contact BroadPoint, the Mid-Atlantic’s largest Microsoft Dynamics partner, for more information on improving your end-to-end project efficiency and getting the most out of your billable employees.


About BroadPoint

BroadPoint Technologies is a business applications consulting firm specializing in implementing and tailoring software solutions for associations, nonprofits, professional services firms and other mid-sized companies. We help our clients make smarter business decisions by understanding their goals and their challenges, so they can better manage their growth. BroadPoint is a gold-certified ERP and CRM partner offering Microsoft Dynamics GP, SL, AX and CRM, and is headquartered just outside Washington, DC.

The post Project Performance: How to Turn Your Failures into Successes appeared first on goERPcloud.


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