ERP for Consulting & Professional Services
In consulting, the billable hour is the product. Profitability therefore depends on utilisation, clean time tracking and controlling that warns early enough. We set up Business Central so these metrics are continuously available instead of reconstructed after the fact.
ERP for Consulting & Professional Services at a glance
Consulting firms rarely deal with inventory, but with projects, mandates and fee models — fixed price, time and materials, retainer agreements. Business Central covers these models through project management, time tracking and periodic invoicing. The structure behind it matters: only when projects, roles and rates are set up cleanly does the system deliver reliable utilisation and margin figures.
The second lever is reporting. Utilisation per employee, forecasts based on contracted projects and contribution margin per mandate can be prepared in Power BI and distributed automatically — instead of living in a monthly spreadsheet nobody keeps current.
Since advisory firms work heavily with documents and written work, automation is additionally attractive here: draft proposals, summaries and internal knowledge assistants based on your own material. We implement this in a GDPR-compliant way — EU-hosted or on-premise, respecting existing access rights.
Relevant services
Microsoft Dynamics 365 Business Central
Implementation, customisation and support of the ERP backbone for your business.
Business Intelligence & Reporting
Power BI dashboards that management actually uses, because they answer the right questions.
AI Knowledge Assistant for Your Team
An internal assistant that answers questions from your own documents, with sources.
IT & Process Consulting
Clear recommendations where it really hurts: process breaks, duplicate work, workarounds.
ERP for Consulting & Professional Services: frequently asked questions
Do we even need an ERP as a consultancy?
As soon as several projects, employees and billing models run in parallel, the spreadsheet solution becomes a risk. An ERP pays off less because of accounting than because it connects time tracking, invoicing and controlling in one data foundation.
Can we build an AI assistant on our own material?
Yes. Through retrieval-augmented generation, a language model accesses your documents in a targeted way and answers with source references. Hosting is EU-based or on-premise on request, and existing permissions are preserved.
Let's talk about your project.
Free initial consultation, 30–45 minutes, remote. An honest assessment — even if the answer is that you don't actually need it.