Introducing Acumen Consulting’s Professional Services Automation: End-to-End Professional Services software tailored specifically to your business…

Acumen brings fully integrated automation capabilities to Professional Services providers.

Making efficiency second nature

Looking to streamline your financials? Easy. Acumen’s Microsoft 365 Business Central tools let you create budgets, track costs, labour and expense claims; then automate billing effortlessly across a range of invoice types.

Need accurate, up-to-date project information at the drop of a hat? Acumen has you covered! Access any data you need – whenever you need it – then forward it effortlessly to project managers and stakeholders, all with just a few clicks.

And that’s just the tip of the iceberg. With Acumen Professional Services Automation you can manage your entire business, all from within a single easy-to-use platform.

Here are just a few examples how.

Opportunity management

With the right opportunity management capabilities, getting the most out of sales leads becomes a breeze. Based on Microsoft Dynamics 365 Business Central, Acumen’s Opportunity Management solution lets you generate sales flows and to-do lists, calculate hours and costs for subcontracting, and define your hourly rates – or set a fixed price – all within a single user-friendly interface.

When the deal is done, simply convert the opportunity to a ‘Job’, and produce a detailed report to forecast the workload. Easy.

Job creation

Acumen’s software makes creating new jobs a snap. Organise Job Tasks with budget lines linked to each task. Once the job is underway, manage changes to the budget against actuals – or define discounts and rates as they occur, quickly and easily.

Timesheets and Expenses

Manage timesheets and approvals on the move with full mobile support via the web, a tablet or phone. Ad hoc costs incurred by staff can be automatically allocated as actual cost to the job, with subcontractors and third parties easily incorporated into the workflow.

WIP, Progress Claims and Invoicing

Create WIP Reports with granular-level detail, including:

  • Cost-Transfers to other jobs
  • Pre-billing
  • Value Charging
  • Percentage of Completion

…and more, all via the easy-to-use Project Manager interface. From there, create detailed Progress Claims per Customer and send them out for approval – even before the invoice is created.

Powerful Reporting, simplified

Acumen’s advanced integration capabilities let you manage your projects more effectively – and with greater flexibility – while providing full, accurate reporting in real-time. It all adds up to greater transparency, better decision making and improved efficiency.

We ‘get’ You

Acumen Consulting are the proven professional services integration experts. Not only do we have a deep understanding of Microsoft’s Dynamics 365 Business Central platform, we understand business too. Talking to us is the first step toward a fully tailored solution that will scale with your business.

Acumen’s Professional Services Automation: Connecting your teams and bringing sophisticated business management capabilities to your business.



TAGS | Article|Dynamics 365 Business Central

Ready for the next level?

Start our conversation now and change how you do business