MATCHING SUPPLY AND DEMAND FOR A GROWING CONSULTANCY
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.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.
PROFESSIONAL SERVICES
SMB
UNITED STATES
CONSULTING
150
100%
Better forecasting
30 HOURS
Saved every month
ONE PLATFORM
All business processes now run on Salesforce
THE CHALLENGE.
P3 had a proprietary solution in place that swallowed up a lot of manual hours. 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.
OUR SOLUTION.
Precursive resource management 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.
OPPORTUNITY MANAGEMENT
Account & opportunity management
CRM SYSTEM
Custom workflow automation
REPORTS & ANALYTICS
Dashboards and easy reporting with insights
CAPACITY PLANNING
Capacity planning across all client projects
FINANCIAL FORECASTING
Future-proof revenue streams
PROJECT ACCOUNTING
Accurate project forecasting & costing
PRECURSIVE IMPACT.
Improved financial forecasting with clear view of future income
Real-time view of billable utilization
Less admin time for the whole consultancy team
"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."
RYAN SULLIVAN
VICE PRESIDENT
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
