Professional Services

Solutions for service delivery

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Get a competitive advantage with industry-specific functionality for your business services firm. Designed to large and small business organizations, our comprehensive portfolio of professional services software can help you successfully:
  • Get visibility into your business processes
  • Increase your project and service delivery profitability
  • Optimize your resources

Project Service Delivery

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Support revenue generation by optimizing mission-critical service delivery activities like resource and project management.
  • Plan, execute, manage, and analyze your projects from beginning to end
  • Define and monitor key parameters like phases, milestones, tasks, and roles
  • Apply the right mix of resources to meet client demand and minimize impact when demand declines

Business and IT Service Management

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Accelerate and automate customer IT requests and service orders from quotation to contract, delivery, and billing.
  • Improve service quality using ITIL best practices for service requests, incidents, problems, and changes
  • Manage contracts and service levels centrally to provide accurate, timely billing
  • Integrate IT service and asset management to streamline activities from planning to decommissioning

Engagement Management

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Empower your team to effectively execute key engagement activities like invoice, time, and expense management.
  • Support both fixed-price and time-and-materials billing
  • Invoice by milestone, time period, or predefined thresholds
  • Record time and expenses on the go
  • Negotiate the best fares and administer travel policies

Drive profitable growth

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Focus on the right opportunities, proposals, and accounts with our sales and business development software.
  • Improve win / loss ratios
  • Increase sales force productivity
  • Gain greater sales forecast accuracy
  • Achieve higher proposal order value and acceptance rate
  • Support growth with focused sales planning and execution

Client and Opportunity Management

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Support a full range of activities to help you retain existing clients and generate new business - from contact management to client and deal acquisition with WTM ERP.
  • Gain insight into every sales opportunity - including prospect risk and decision-maker data
  • Strengthen client relationships by building better account teams and making services easier to buy
  • Maintain detailed client history profiles to better manage critical relationships

Drive efficiency and performance with supportfrom your IT infrastructure

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Connect every area of your professional services organization for greater efficiency and control. With WTM IT software solutions, you can adapt to shifting business demands and technology changes without compromising the integrity of your data.
  • Analyze your operational performance based on large volumes of detailed information
  • Achieve secure access to business processes anytime, anywhere, and on any device
  • Design, compose, and adapt processes that address your customers' and employees' unique needs
  • Adapt to accelerating change, and manage your IT infrastructure in an integrated manner

Business and IT Service Management

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Accelerate and automate customer IT requests and service orders from quotation to contract, delivery, and billing.
  • Improve service quality using ITIL best practices for service requests, incidents, problems, and changes
  • Manage contracts and service levels centrally to provide accurate, timely billing
  • Integrate IT service and asset management to streamline activities from planning to decommissioning

Achieve superior financial performance in a world of accelerating change

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Leverage your resources, technology, and people to drive financial excellence in the face of a challenging economic and regulatory landscape. No matter how complex your professional services organization, our complete end-to-end financial management software solutions help you manage every aspect of your financial health.
  • Streamline processes to save costs
  • Manage liquidity and cash
  • Increase the accuracy of your cash flow projections
  • Close your books quickly and accurately
  • Reduce the costs of managing risk and compliance
  • Sharpen your focus on opportunities and adapt quickly to change

Your workforce is a valuable asset in this changing market

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Your employees are expected to provide ever-higher levels of results and productivity. However, only an innovative workforce can achieve that.
  • Hire and train the best talent faster
  • Use powerful HR metrics to monitor and manage workforce performance
  • Leverage your best people when and where you need them by managing your workforce in real time
  • Identify workforce trends at an early stage to predict workforce demands
  • Give your workforce easy access to business content, applications, and services