Every company needs tools and software such as an ERP and a CRM to manage its projects, but this is particularly the case for digital service companies (ESN).
Indeed, ERP software for ESN / SSII (computer services
and engineering company) is essential whatever the project for its proper
management.
From the management of the commercial phase to
invoicing, ERP software facilitates the activity of an IT services company and
accompanies it in its growth.
Thanks to an ERP solution dedicated to your company,
boost your sales, improve your processes, reduce your costs and your
implementation times, improve the satisfaction of your customers as well as the
relationship with them and facilitate your internal and external communication.
In this article you will see:
- What is an ESN, what are its needs?
- Why an ERP for an ESN?
- Business ERP, the best choice for an ESN
What is an ESN, what are its needs?
The objective of an ESN, or digital services company,
is to offer and deliver IT solutions to its customers. It works exclusively in
B2B by providing its clients with expert consultants in digital solutions. This
can range from consulting to maintenance, including training, development or
even design.
To give you a concrete example, Flow Line is an ESN.
The needs of a society like this are:
- Consultant management
- Planning your projects
- Billing management
- Real-time monitoring of the profitability of its activity
- Simple reporting
Why an ERP for an ESN?
For real-time production management
ERP has many advantages. For example, it allows you to monitor your production in real time and therefore adjust your processes. In addition, this will allow you to anticipate any unforeseen events or blocking points to avoid delays. Managing your projects is child's play with this kind of tool, everything is simplified to help you improve your performance and ensure a good relationship with your customers.
For the planning and management of your human and
material resources
The main strength of your company is your employees.
Without them, your business cannot function. So you have to pamper them!
The ERP allows you to manage your teams of the
different departments and to facilitate their daily life.
Concretely, you have a global vision on:
- Leaves and absences
- Actual and planned activities
- The availability of your employees
- Employee files
All the information and data necessary for proper
internal and external organization are managed by your ERP solution.
The advice we can give you is to complete your ERP
solution with a CRM. The latter will facilitate the exchange of data and
communication between the various services.
This is a real asset for the majority of companies.
For the production of clear and reliable reporting
ERP allows you to:
Produce clear and personalized reports
- Have access to your statistics by salesperson and/or by project
- Create automatic reports
- Create dashboards of performance indicators
- Calculate your margins
In short, you have a global and real-time view of your
activity thanks to clear and precise data.
For the management of your finance and accounting
The financial and accounting management of your
business is important for its growth. ERP is the essential tool for managing
them on a daily basis and avoiding discrepancies.
The functionalities of your ERP allow you to revive
unpaid invoices, generate invoices automatically, have a view of your margins
and your forecasts as well as a whole host of other indicators and data
allowing you to manage your finances and anticipate the long term.
Business ERP, the best choice for an ESN
An essential tool for human resources management
The business ERP, which is a tool adapted to your
activity and therefore to your needs, will be a real ally for the management of
your employees, in particular consultants.
Management software such as a specialized ERP will
allow you to:
- Consult the schedules of your teams
- Have access to their vacation dates
- Create employee files and give them access to the necessary software
- Prepare for annual interviews
- Manage their training plans
All the human criteria necessary for the proper
functioning of your company and your projects will be managed via the ERP and
will allow you to have a 360° view of your activity.
This will allow you to anticipate any unforeseen
events and avoid delays or any other problem affecting your business.
An essential assistant for project management you
Digital Services Companies are known for project
management. To optimize the completion times of the latter, their success rate
and customer satisfaction, it is essential for this type of company to use an ERP
solution dedicated to their structure.
Specialized software will allow you to:
- Assign teams to different projects and tasks
- Monitor the progress of projects in real time
- Adapt the tasks according to the progress of the project and the needs expressed
- Manage access rights to the various reports and tools
- Have real-time access to the profitability of the actions taken
Thanks to its functionalities, the business ERP will
allow you to manage your project and adapt it thanks to the real-time vision of
its progress. What reassure your customer, make you more efficient, optimize
your time and increase your turnover in the long term.
Business ERP is a major ally for commercial management
Thanks to its various functionalities, it will
accompany you in:
- Prospecting
- The detection of needs
- Contract management
- Technical assistance
- Maintenance contracts
You can easily increase your turnover with ERP
software dedicated to ESN / SSII.
The business ERP facilitates your financial and
accounting management
Your ERP solution, designed for ESN (or SSII)
activities, will allow you to manage all your accounting and finances without
the slightest difficulty, precisely and quickly.
ERP will allow you to:
- Calculate your accounting provisions
- Issue your invoices
- To have a view of billable productions
- To have a view of future deadlines
- Quickly identify ungenerated or unpaid invoices
Enough to make the accounting department more efficient
while avoiding unpaid bills.
To conclude, an ERP management tool is essential for
SSIIs. If you want to go further, you can also complete it with a CRM to manage
your customer part.
This allows them to manage all of their projects,
their teams and have a 360° view of their accounts.
All companies wishing to evolve and boost their
turnover must include an ERP in their processes (and it's even better if it is
supplemented by a CRM 😉).