From fragmentation to integration: Overcoming the challenges of the BPS industry
Business and professional services firms often face several common challenges that can limit efficiency, productivity and growth. These common issues include:
Disconnected systems: Many BPS firms rely on 10-15 different applications, creating data silos and operational inefficiencies.
Limited real-time visibility: Financial insights often arrive up to 30 days late—too late for corrective action.
Legacy technology constraints: Outdated technology systems limit growth and slow innovation.
The One Microsoft advantage: Unified, scalable, intelligent
RSM's comprehensive, integrated approach leverages the full Microsoft technology stack—Dynamics 365, Power Platform, Azure and Microsoft 365—to create a cohesive ecosystem for BPS companies. This integrated foundation helps you streamline operations, establish efficient workflows and gain real-time visibility into every aspect of your operations.
Key benefits include:
Eliminate silos: Establish a unified data platform
Automate workflows: Reduce manual processes and rework
Generate real-time insights: Stimulate proactive decision making
Enhance enterprise security: Utilize Microsoft-grade protection
Tailored Microsoft Dynamics 365 solutions
Choose the right solution that aligns with your BPS firm’s size and needs
Dynamics 365 Finance and Operations
Enterprise-grade financial and operational excellence
Dynamics 365 Finance and Operations (F&O) helps large BPS firms manage complex financial structures, multicompany operations and global compliance, while providing robust business intelligence.
- RSM offerings: Advisory, implementation, migration, customization and managed support.
- Intellectual property: Preconfigured reporting packs, compliance modules and integration templates.
Dynamics 365 Project Operations
Unify your project-centric business
Dynamics 365 Project Operations connects sales, resourcing, project management and finance within a single application to win more bids, optimize resource utilization and accelerate project delivery.
- RSM offerings: End-to-end services for D365 Project Operations, from scoping to support.
- Intellectual property: Project Operations and Field Service Accelerator RSM's industry-specific accelerator bridges the gap between Project Operations and Field Service—two functions that traditionally don't integrate out of the box. It unifies work orders, resource pools and financial data within a single operating model.
Dynamics 365 Field Service
Deliver exceptional on-site service
Dynamics 365 Field Service helps organizations empower technicians, optimize scheduling and move from reactive to proactive services, improving first-time fix rates and customer satisfaction.
- RSM offerings: Internet of Things integration, mobile workforce enablement and scheduling optimization.
- Intellectual property: Refrigerant tracking, serialized inventory, crew management and asset tracking.
Dynamics 365 Business Central
An all-in-one solution for growing BPS firms
Dynamics 365 Business Central provides an ideal enterprise resource planning system for small to midmarket BPS firms, with comprehensive capabilities across finance, projects, sales and service.
- RSM offerings: Rapid deployment, fixed-fee implementation options and scalable support.
- Intellectual property: Service Centric accelerator, asset tracking, supply chain parts requisition, direct technician parts purchasing, hypercare, inventory audit and kiosk solutions, and Construction Centric accelerator.
Enterprise-grade financial and operational excellence
Dynamics 365 Finance and Operations (F&O) helps large BPS firms manage complex financial structures, multicompany operations and global compliance, while providing robust business intelligence.
- RSM offerings: Advisory, implementation, migration, customization and managed support.
- Intellectual property: Preconfigured reporting packs, compliance modules and integration templates.
Unify your project-centric business
Dynamics 365 Project Operations connects sales, resourcing, project management and finance within a single application to win more bids, optimize resource utilization and accelerate project delivery.
- RSM offerings: End-to-end services for D365 Project Operations, from scoping to support.
- Intellectual property: Project Operations and Field Service Accelerator RSM's industry-specific accelerator bridges the gap between Project Operations and Field Service—two functions that traditionally don't integrate out of the box. It unifies work orders, resource pools and financial data within a single operating model.
Deliver exceptional on-site service
Dynamics 365 Field Service helps organizations empower technicians, optimize scheduling and move from reactive to proactive services, improving first-time fix rates and customer satisfaction.
- RSM offerings: Internet of Things integration, mobile workforce enablement and scheduling optimization.
- Intellectual property: Refrigerant tracking, serialized inventory, crew management and asset tracking.
An all-in-one solution for growing BPS firms
Dynamics 365 Business Central provides an ideal enterprise resource planning system for small to midmarket BPS firms, with comprehensive capabilities across finance, projects, sales and service.
- RSM offerings: Rapid deployment, fixed-fee implementation options and scalable support.
- Intellectual property: Service Centric accelerator, asset tracking, supply chain parts requisition, direct technician parts purchasing, hypercare, inventory audit and kiosk solutions, and Construction Centric accelerator.
Gaining a competitive edge
RSM provides several value-added solutions for BPS companies, including:
- Service-Centric accelerator: Preconfigured solution for service-based businesses, bridging Project Operations and Field Service
- Refrigerant tracking: Specialized tracking for HVAC and refrigeration services with compliance reporting
- Asset tracking: Comprehensive asset lifecycle management for field operations
- Crew management: Efficient field service crew and team management with scheduling optimization
- Supply chain parts requisition: Streamlines parts ordering and inventory management
- Hypercare services: Comprehensive post-implementation support and optimization services
Proven results for BPS leaders: Real transformations, measurable outcomes
“There's no reason our internal processes couldn't match the high standard of our technical work. We provide insights, expertise and analysis to our customers and with Dynamics 365, we can do that right here for our own employees."
American Engineering Testing
Geotechnical engineering and construction materials testing
Key results:
- Approximately 400 work hours saved each week
- Unified platform replacing multiple legacy systems
- Real-time visibility into project status and financials
Engineering firm transformation
Multilocation engineering services
Key results:
- 40-plus work hours per week saved on payroll consolidation
- Eliminated paper timesheets for field technicians
- Centralized operations across multiple locations
"RSM's Project Operations and Field Service Accelerator solved our critical business needs. They took what they learned and turned it into a repeatable solution."
SWIPE TO VIEW
Your strategic advisor for digital transformation
The RSM team combines industry insight, skill and extensive knowledge to tailor Microsoft solutions to your specific needs.
- Deep industry experience: Specialized knowledge in business and professional services
- One Microsoft strategy: A unified approach across the entire Microsoft ecosystem
- Commitment to success: Strategic guidance that extends beyond implementation
- Global reach, local touch: International network with personalized service
Construction centric accelerator
Service centric accelerator overview
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