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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.

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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.

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OPPORTUNITY MANAGEMENT
Account & opportunity management

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CRM SYSTEM
Custom workflow automation

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REPORTS & ANALYTICS
Dashboards and easy reporting with insights

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CAPACITY PLANNING
Capacity planning across all client projects

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FINANCIAL FORECASTING
Future-proof revenue streams

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PROJECT ACCOUNTING
Accurate project forecasting & costing

PRECURSIVE IMPACT.

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Improved financial forecasting with clear view of future income

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Real-time view of billable utilization

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Less admin time for the whole consultancy team

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"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

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.