Key Challenges Facing Professional Services

Professional services firms operate in people-centric, project-driven environments where margins, utilization, and client satisfaction depend on real-time visibility, automation, and collaboration across teams. The key challenges they face are-

  • Manual Processes
  • Client Data & Engagement Gaps
  • Inefficient Billing Recognition
  • Resource & Utilization Challenge
  • Limited Operational Insight

Digitizing End-to-End Professional Services Operations

Microsoft’s integrated cloud platform connects project delivery, finance, CRM, HR, and analytics to help professional services firms operate as one intelligent enterprise.

Project-Centric ERP Management

Project-Centric ERP Management

  • Manage project accounting, budgeting, revenue recognition, and compliance
  • Gain real-time visibility into project costs and margins
  • Support multi-entity, multi-currency operations
Time, Billing & Revenue Automation

Time, Billing & Revenue Automation

  • Automate time capture, approvals, and invoicing
  • Reduce billing leakage and accelerate cash flow
  • Enable flexible pricing models (fixed, T&M, value-based)
CRM-Driven Client Engagement

CRM-Driven Client Engagement

  • Centralize client data, proposals, contracts, and communications
  • Improve pipeline visibility and account management
  • Deliver consistent, personalized client experiences
Talent & Collaboration Enablement

Talent & Collaboration Enablement

  • Optimize resource allocation and utilization
  • Enable hybrid and distributed workforce collaboration
  • Support skills tracking, learning, and performance insights
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AI Use Cases Redefining Professional Services

AI and Copilot help professional services firms move from reactive execution to proactive, insight-driven decision-making.

Time & Invoice Automation

Use OCR, machine learning, and workflows to automate time capture, invoicing, and approvals reducing manual effort and errors.

Predictive Project Profitability

Forecast project overruns, resource bottlenecks, and margin risks before they impact delivery.

Client & Knowledge Assistance

Enable consultants and client teams with AI copilots for faster insights, document creation, and knowledge retrieval.

Cash Flow Forecasting

Leverage AI to predict collections, optimize billing cycles, and improve financial planning

See How Professional Services Firms Scale with Microsoft Dynamics 365

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Connected Microsoft Solutions for Professional Services

Microsoft Dynamics 365, Microsoft 365, Power Platform, Azure, Microsoft Fabric, and Copilot provide a unified foundation for modern professional services delivery.

Sales & Marketing
Customer Service
Finance & Accounting
Process Automation & IT
Supply Chain
Engineering & Manufacturing
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Services for Professional Services Organizations

Intech brings decades of experience helping consulting, accounting, IT services, and advisory firms modernize with Microsoft.

ERP & Project Operations Implementation

ERP & Project Operations Implementation

Deploy Dynamics 365 ERP and Project Operations tailored for project-centric delivery and financial control.

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CRM & Client Engagement Solutions

CRM & Client Engagement Solutions

Implement Dynamics 365 CRM to manage sales, accounts, service delivery, and long-term client relationships.

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AI, Data & Automation

AI, Data & Automation

Build AI-driven workflows, analytics, and copilots using Power Platform, Fabric, and Azure AI.

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System Upgrade & Migration

System Upgrade & Migration

Modernize legacy ERP or Dynamics NAV/AX systems to cloud-ready Dynamics 365 with minimal disruption.

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Managed Support Services

Managed Support Services

Ensure business continuity with proactive monitoring, performance tuning, and industry-focused support.

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Training & Adoption

Training & Adoption

Enable planners, production teams, quality inspectors, and finance users through role-based training programs.

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Intech’s Unique IPs for Professional Services

Industry-focused accelerators designed to improve productivity, visibility, and profitability.

DigiProcess

Designed as a comprehensive solution for intelligent process digitization, aimed at streamlining and enhancing various business processes.

Expense Management

Track, submit and manage expenses seamlessly from any device and from anywhere. Get updates in real-time and approve on-the-go.

Complaint Tracker

A solution built on Business Central that helps effortlessly track customer complaints and streamlines the resolution process.

CRM Chatbot

An AI-powered chatbot that integrates with your website and CRM to efficiently track for customer complaints, tickets, queries and support requirements.

Accounts Payable Automation (AI)

Replace manual invoicing processes with an AI-powered AP automation tool that helps organizations sort through 1000+ invoices in just a few minutes.

Vendor Onboarding Solution

Maintain full control over the vendor request process, all while streamlining security protocols and safeguarding your data’s integrity.

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End-to-End Project Lifecycle Management with Dynamics 365

Dynamics 365 Project Operations enables professional services firms to manage sales, delivery, finance, and resource utilization on a single Microsoft platform.

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Intech – A Trusted Partner for Professional Services

With 45+ years of experience and three-cloud Microsoft expertise, Intech helps professional services firms deliver better outcomes with confidence

Microsoft Ecosystem Expertise

Top 5% Microsoft partner, with 5 Solution Partner Designations

AI-Powered Transformation

Systematic approach to embed AI into Professional Services workflow

Industry Specific IP Solutions

Built for Professional Services to automate manual processes

Global Delivery Excellence

Connect systems across regions, subsidies anywhere in the world

Managed Support Services

Maintain and upgrade systems on time through comprehensive support services

Build the Future of Professional Services with Intech

Partner with Intech to automate and modernize services organizations with Microsoft + AI at the core.

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