Professional Services – Cerri Project

Professional Services
The right tools save time and who doesn’t need more time?

Differentiate your company from the competition and surpass customer expectations to ensure profitability with professional services project management. Leverage the experience and knowledge of your resources; as well as build, cultivate and maintain strong client relationships.

How you’ll benefit:

  • Advanced project resource management: multiple rate management, skills definitions, location management to optimize employee utilization
  • Timesheets and expense sheets module: recording of billed hours and expenses
  • Project budgeting and forecasting tools: preparation of project quotes and definition of revenue targets with accurate information
  • Easy to use dashboards: insurance of on-time delivery and budget tracking
  • Project collaboration platform: reduction of approval cycle and seamless communication between teams and stakeholders
  • CRM integration: integration of project, acquisition, delivery and follow-up
  • Invoicing module: ability of generating invoices directly from inputting information into the system
Customer Relationship

Customers depend on the project team

Manage your customer-centric projects by considering customer servicing throughout the project’s lifecycle. Ensure seamless communication and collaboration with your customer from project handoff to the project team to the final successful delivery of the project.

How you’ll benefit:

  • Global view of customer status including opportunities, project statuses and customer history updates
  • Customer collaboration capabilities
Project Planning

Success can be Planned

Deliver the highest quality projects and services to your customers while maximizing the use of your resources. Get a clear picture of your resource and cost structure to help ensure project success.

How you’ll benefit:

  • External and internal resource management
  • Resource Skills management
  • Multi-rate management
  • Budget management
  • Billing plan
  • CRM integration


Project Execution

Keeping customers in the loop

Stay one step ahead of your customer to prevent project mishaps from occurring and to leave a positive lasting impression on the quality of work you deliver for better customer loyalty and retention. Quickly communicate project statuses and progress internally, and turnaround relevant information to your clients on demand in order to maintain a high-quality customer service.

How you’ll benefit:

  • Project and deliverable tracking
  • Collaboration and document management
  • Financial tracking
  • Time and expense tracking
  • Issue and change management
Project Billing

Getting paid

Get the ability to quickly generate invoices based on project details and design billing schedules that meet your customer demands to maximize the profitability of your projects.

How you’ll benefit:

  • Invoicing
  • Billing milestones
  • Mark-ups
  • Timesheet and expense approval
Project Performance Management

How profitable are your projects?

Certify your success with project performance management and improve visibility on the people and processes that make your projects profitable. Benefit from powerful performance tracking tools to ensure that your project team is meeting project objectives, guaranteeing project profitability, and contributing to overall customer satisfaction.

How you’ll benefit:

  • Tracking of project budgets and costs against key critical success factors
  • Alerts for pending issues, risks, and project activities
  • Measurement and tracking of margins and cash flow
  • Setting up of Key Performance Indicators (KPIs) to track across project activities
  • Measurement of ROI and strategic alignment of projects and portfolios
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