Professional Services

 Integrated ERP solution for the services industry.

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Professional Services Industry

Professional service refers to a company or an individual whose primary output is providing expert services, who are also known as consultants like Chartered Accountant (CA), Law firms (Advocate), IT Services, Professional consultants, Event Management, Interior decorators, Education Consultant, Architecture, Marketing consultants, C & F agent, Brokers, and multiple different agencies.

Implementing an Enterprise Resource Planning (ERP) system in a professional service provider company can address various challenges and bring numerous benefits. Here are some common problems that ERP implementation can help solve in this industry:

Resource Management
Professional service firms rely on skilled professionals. ERP systems help manage human resources by tracking skills, certifications, availability, and work assignments, ensuring that the right talent is assigned to the right projects.
Project Management
Professional service providers often juggle multiple client projects with different timelines and requirements. ERP systems streamline project management, enabling better planning, scheduling, and resource allocation.
Time and Expense Tracking
Accurate time and expense tracking are essential for billing clients and managing project profitability. ERP systems simplify time and expense entry, helping firms invoice clients more promptly and analyze project costs.
Financial Management
Managing financial processes, including invoicing, accounts receivable, and budgeting, is vital. ERP systems offer financial management modules to track and manage the financial aspects of the business.
Client and Engagement Management
Building and maintaining strong client relationships is critical for professional service providers. ERP systems often include CRM modules to help manage client interactions, track sales leads, and improve customer satisfaction.
Contract and Engagement Management
Managing contracts, engagements, and procurement processes is streamlined with ERP systems. They help track contract expiration dates, vendor performance, and procurement workflows.
Billing and Revenue Recognition
ERP systems automate billing processes, including time and expense tracking, reducing errors, speeding up billing cycles, and ensuring accurate revenue recognition.
Document Management
Professional service firms generate and manage vast amounts of documents and records. ERP systems often include document management features to centralize document storage and simplify retrieval.
Resource Scheduling
Efficiently scheduling professionals for client engagements is crucial. ERP systems assist in scheduling, taking into account employee availability and project requirements.
Regulatory Compliance
Professional service providers often need to adhere to industry-specific regulations and standards. ERP systems can help track compliance, generate reports, and facilitate audits.
Analytics and Reporting
Data-driven decision-making is essential. ERP systems offer data analytics and reporting tools to gain insights into operations, performance, and client profitability.
Security and Data Protection
Protecting sensitive client data and intellectual property is paramount. ERP systems typically include robust security features and data encryption to safeguard information.
Remote Work and Mobility
Many professional service firms support remote work. ERP systems with mobile access enable employees to access critical data and workflows from anywhere, improving productivity.
Knowledge Management
Professional service providers rely on knowledge sharing and expertise. ERP systems can include knowledge management features to facilitate knowledge sharing among employees.
As professional service firms grow, they need systems that can scale with them. ERP systems are designed to accommodate business growth, making it easier to expand into new markets and geographies.
ERP implementation in the IT industry can lead to increased efficiency, improved client satisfaction, better financial control, and enhanced overall competitiveness. It streamlines operations, reduces manual tasks, and provides a unified platform for managing all aspects of the business, ultimately leading to a more profitable and responsive operation.

Why Choose Synconics for ERP Implementation in the Professional Service Industry

Why Choose Us for ERP Implementation in the Professional Services Industry: Welcome to Synconics, your trusted partner for implementing tailored ERP solutions designed to meet the unique needs and demands of the professional services sector. As an experienced ERP implementer, we understand the intricacies of professional services operations, from project management and resource allocation to financial management and compliance.

Professional Services Industry Expertise

Our team comprises experts with deep knowledge of the professional services sector. We understand the nuances of project-based work, resource optimization, and the importance of delivering value to clients.

Project and Resource Management

Streamline your supply chain for efficiency and cost savings. Our ERP solutions help you manage suppliers, demand forecasting, inventory, and logistics to minimize lead times and reduce costs.

Quality Control and Compliance

Maintain consistent product quality and meet industry standards and regulations. Our ERP solutions offer quality control features, including inspections, certifications, and traceability.

Organize your Documents

Easily share, send, categorize and archive scanned documents with Odoo documents management and turn your company paperless. In professional services business documents are often generated and many of the documents are also shared by the clients (case files, clients related documents, confidential documents, etc). Odoo offers a simplified way to store these documents in digital format The individual documents can be shared to individuals and groups along with accessibility to view only, editing rights and much more.

Tailored Solutions

We believe in delivering ERP solutions that seamlessly integrate with your professional services business processes. Our experts work closely with your organization to design ERP systems that align perfectly with your workflows, whether it's managing projects, clients, or financials.

Billing and Revenue Management

Odoo offers Accounting and Invoicing modules integrated with project management that simplify the process of tracking transactions. It also offers project-based billing and project tracking. Multiple billing options are also provided to satisfy both time and material and fixed-price projects The module provides real-time payment tracking, assisting professional invoices directly from the timesheets, manages contracts, recurring invoices, billings and provides clear forecasts of your future bills to pay. The solution supports multi-company/multi-branch and multi-currency configuration.

Compliance and Security

Ensure compliance with industry standards and regulations with our compliance and security features. Our ERP solutions facilitate documentation, audits, and reporting for regulatory compliance.

Our ERP Implementation Process 


Needs Assessment

We begin by understanding your advertising organization's objectives, challenges, and specific market positioning. Our experts conduct a comprehensive needs assessment to identify the ideal ERP solution for your specific needs.


Leveraging industry insights, we customize the ERP system to match your specific workflows, ensuring a seamless fit within your organization. Implementation: Our seasoned team of ERP specialists meticulously manages the implementation process, minimizing disruptions to your daily operations and ensuring a smooth transition.


We provide comprehensive training to empower your staff to fully utilize the ERP system's capabilities, ensuring a smooth transition.

Support and Maintenance

Our support doesn't end with implementation. We offer ongoing support and maintenance to keep your ERP system running smoothly, ensuring your advertising operations remain creative, efficient, and profitable.

Contact Us Today:

Ready to optimize your advertising operations, streamline campaign management, and improve creative collaboration with a customized ERP solution? Contact us today to schedule a consultation. Our team of experts is here to guide you through the process and help you achieve operational excellence in the advertising industry.

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 The Synconics team consists of ERP specialists that have the knowledge and experience to come up with solutions that are both industry-specific and tailored to your business’ needs.

Odoo ERP Service Portfolio


Deployment & Advisory

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  • Odoo Customization
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