Microsoft Solution Partner
|Open-source · No vendor lock-inUSA · UK · India+44-7782500082
Professionalservicesbusinessesrunonprojects,people,andrelationships.Yoursystemsshouldtoo.
Consulting firms, engineering businesses, IT services companies, and similar professional services organizations have a specific operational pattern: projects, timesheets, resource allocation, client billing, and margin management. Standard ERP platforms do not model this well without significant configuration.
Key professional services challenges we address
These are the operational friction points we most commonly resolve for professional services firms:
- Project profitability: understanding true margin per project, per client, and per service line — in real time, not at month-end
- Resource utilization: visibility of team allocation, availability, and billable versus non-billable time
- Client billing accuracy: generating invoices accurately from timesheets and project milestones without manual reconciliation
- Pipeline visibility: CRM data aligned with delivery capacity so commercial decisions reflect operational reality
- Reporting: management dashboards showing utilization, margin, WIP, and pipeline in a single view
What Techseria delivers for professional services
- ERPNext Project Management Configuration: ERPNext covers project costing, timesheets, resource allocation, and client billing. We configure and customize these modules to match how a professional services firm actually operates — not how the default configuration assumes it does.
- Custom PSA Tooling: For firms whose requirements go beyond ERPNext's standard project module, we build Frappe-based extensions — custom resource scheduling, utilization dashboards, and pipeline integration.
- CRM and Billing Integration: Connect your CRM to your delivery system so that won deals immediately create projects, and completed milestones trigger invoicing automatically.
- Management Reporting: Consolidated dashboards showing revenue, margin, utilization, and WIP — connecting ERP, project, and CRM data in a single operational view.
Ready to discuss your professional services operational challenge?
Book a strategy call. We'll review your current systems and identify where the biggest improvements are available.