Professional Services

Maximize project efficiency and gain complete transparency of performance

Achieve end-to-end control of your professional services activities with an Intelligent Planning Platform that links strategy, finance, and operations.

Lengthy sales cycles and complex projects involving multiple resources make it tricky for professional services and consultancy firm leaders to gain full visibility and control of performance. Overcome this challenge with Board, which helps you effectively balance capacity, pricing, and overheads to maximize the profitability of your projects and gain complete transparency of activities to efficiently allocate your resources.

Analyze

Performance KPIs
Full project costs
Project pipeline

Simulate

Financial and Operational scenarios
What-if analysis

Plan

Financial planning
Project budgeting
Staff utilization

Predict

Demand forecasting
Sales trends
Staff turnover

Improve your sales performance

Drive project wins by unifying data from across the business to provide greater transparency, consistency, and flexibility in the Sales Performance Management process.

Gain full visibility of sales performance
Keep track of KPIs at every stage of the opportunity, from lead generation to final close, using advanced analytical dashboards and enhanced data navigation capabilities.
Enhance sales planning and forecasting activities
Quickly create budgets, quota and territory plans, and forecasts, linked with strategic business goals, using an accurate historical baseline.
Better understand your customers through CRM Integration
Build a detailed picture of your prospects to help you target them more effectively with easy, real-time access to data managed by cloud services such as Salesforce.
Keep control of the sales process
Enforce coordination in the sales structure through a workflow-based approach and keep a close eye on the cost of sales.

Gain complete control of your resources

Carefully assess the skills, costs, and utilization of your people within an Intelligent Planning Platform that provides complete transparency across all departments.

Enhance talent & skill management
Track and monitor competences for every professional through interactive dashboards and analyses.
Understand the true cost of your resources
Accurately monitor salaries, compensation, and incentives and allocate them to individual projects for the final P&L.
Effectively monitor, predict, and reduce staff churn
Identify new starter, leaver, and total headcount trends through a predictive model based on accurate historical data and attract & retain talent through salary and compensation models.
Simplify the HR budgeting process
Produce accurate HR budgets in line with strategic business requirements and maximize your Pyramid Staffing Model by identifying the best ratio of senior, mid-level, and junior resources, taking into account hiring, reskilling, or recruitment agency fees alongside project needs.

Maximize project efficiency

Ensure a solid supply chain management process is in place to carefully match team and profile demand requirements with resource availability.

Accurately forecast demand
Combine opportunity, pipeline, and deal data with predictive forecasting to define “unnamed” demand which is not yet linked to an opportunity.
Utilize your resources more effectively
Accurately match skills to project requirements through task assignment evaluation. Easily evaluate team size and project assignments, minimize surpluses or shortages in labor, and avoid resource bottlenecks, through predictive analytics and simulation capabilities.
Gain full transparency of every project’s status
Efficiently evaluate operational progress in real time, with full visibility of gross margin during estimation, resourcing, and project delivery.
Accurately identify hiring requirements
Provide team leaders with visibility into resource requirements and improve decisions through a hiring plan based on real-time business inputs, time-to-hire metrics, and a link with financial planning.

Drive profitability across every activity

Gain complete control of your finances at every stage of the project to ensure profitability remains in focus at all times.

Improve revenue budgeting and pipeline/forecast evolution
Through a confirmed Billable Plan, Pipeline Revenue Plan, Revenue Target setting, and Full-Time-Equivalent (FTE) Review & Overlay.
Understand the true cost of activities
Compare actuals and outstanding commitments to your original and current budgets through detailed cost analysis.
Increase the granularity of budgets
Set budgets with consideration of rate cards, travel costs, and exchange rates.
Improve HR cost budgeting
Through Non-Billable Resource Planning, Salary & Compensation Planning, and Promotion & Pyramid Planning.