MATCHING SUPPLY AND DEMAND FOR A GROWING CONSULTANCY

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PowerPivotPro empowers clients to break free of the data drudgery, by teaching them the power of PowerBI. Consultancy and Training are core service offerings.

INDUSTRY

PROFESSIONAL SERVICES

COMPANY SIZE

SMB

HEADQUARTERS

UNITED STATES

PRODUCT

CONSULTING

EMPLOYEES

150

100%

30 HOURS

ONE PLATFORM

Better forecasting

Saved every month

All business processes now run on Salesforce

The Challenge

The leadership team wanted a way to improve capacity planning and a better approach to project based costing. Additionally they wanted to fix the manual approach to financial reporting.

The Solution

Precursive RCO helps to improve capacity management, project costing and financial forecasting. Precursive is integrated with an existing finance system and analytics are generated via Power BI.

1

Improved financial forecasting with clear view of future income

2

Real-time view of billable utilization

PRECURSIVE

IMPACT

3

Less admin time for the whole consultancy team

RYAN SULLIVAN

VICE PRESIDENT

"Precursive helps me get more sleep. Previously we were just playing the game when a big deal came in, it was like Tetris, trying to fit the oddly shaped work into people's schedules. Now we're able to accurately answer those questions which is huge for us in meeting customer expectations during the sales process."

TRY PRECURSIVE SOFTWARE NOW TO

MAKE EVERY CUSTOMER A SUCCESS STORY

BY SOLUTION

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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PROJECT AND RESOURCE MANAGEMENT

Sync project management with resource planning

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CUSTOMER ONBOARDING

Improve onboarding experience to drive retention

SaaS & Computer Software

Optimize services delivery

Onboarding Manager

Organize work and collaborate with customers

IT & Professional Services

Mobilize people & projects

Professional Services

Manage workflows and optimize utilization

FinTech

Reduce time-to-value

Project Manager

Easily manage timelines and dependencies

Communications

Right first time project management

Resource Manager

Forecast demand and avoid capacity crunches 

Salesforce Admin

Extend the power of Salesforce