BI360 Suite for Professional Services

Higher performance through strong visibility

Powerful Reporting, Budgeting and Dashboards for Professional Services

BI360 provides modern tools to automate planning, financial reporting and analytical processes, so that professional services companies can better manage financial reporting and budgeting, as well as performance metrics related to key operational areas, such as projects, consulting, forecasts, travel expenses, etc.

Robust reporting. Collaborative budgeting. Consistently correct data.

BI360 gives professional services companies full corporate performance management (CPM) capabilities, including budgeting and forecasting for different business units and projects. Modern financial and operational reporting helps control costs, measure profitability and consolidate operations. Current and accurate information is critical in today’s professional services industry. BI360 can provide the detailed information executives need to proactively run their business and improve performance, billing and utilization.

BI360 can be deployed to finance and accounting teams, as well as to operating departments to provide insight and to automate:

  • Dashboards with professional services industry metrics and benchmarking
  • Organization-wide budgeting and forecasting, including for revenues, operating expenses, projects and consultants, capital purchases, and cash flow
  • Microsoft Excel- and web-based reporting and consolidations
  • Data warehousing that can combine financials, payroll data, project data and more

With BI360, professional services companies will be able to:

  • Improve decision-making and control through self-service CPM
  • Automate budgeting, forecasting, financial reporting and consolidations, as well as project and staffing reports
  • Reduce costs and improve administrative business processes
  • Identify trends, track progress and continuously evaluate performance
  • Optimize staffing levels and utilization
  • Track client satisfaction and assess service needs
  • Increase accountability
  • Engage department heads and project managers in setting goals
  • Develop focused strategies

Solver and our global partner channel will assist with BI360 implementations and long term support to aid professional service companies in monitoring performance and in meeting targeted goals and objectives.

Technology Overview

BI360 is a modern, modular CPM suite that can be managed by business users:

  • BI360 end user modules for Reporting, Budgeting and Dashboards
  • BI360 Data Warehouse for rapid implementation storage of any kind of financial and operational data
  • Microsoft platform including SQL Server, Excel and Web interfaces
  • Mobile apps for Apple and Android-based devices
  • Pre-built integrations to all Microsoft Dynamics ERPs, Sage ERPs, SAP Business One, Acumatica, Intacct, Netsuite and Salesforce, as well as other popular systems
  • Cloud and on-premises deployment options