Handovers lose context
Commitments, contacts and requirements stay in personal inboxes. Delivery starts with questions rather than a complete handover.
Professional services
Connect customer knowledge, proposals and delivery.
Consultancies and B2B service firms sell expertise. That expertise must be available in proposals, handovers and ongoing engagements. We connect CRM, business applications and a controlled knowledge base without copying every document to another folder.
Explore industry solutions ↓
Challenges
Where workflows often stall
Existing knowledge is recreated
Methods, experience and references exist, but terminology and access differ. Full-text search cannot reliably recover their business context.
Metrics contradict each other
Pipeline, bookings and delivery live in separate systems. Reports do not align without shared definitions.
Our solutions
What we deliver
Manage proposals and client relationships
Dynamics 365 Sales tracks contacts, opportunities, activities and next steps. Delivery receives required information while existing project and billing systems stay connected.
Service and product details →Use methods and expertise in context
AI CORE connects approved sources to terminology, subject areas and relationships. Confidential client data is not automatically opened to everyone. We test against actual proposal and research questions.
Service and product details →Digitise internal workflows and approvals
Power Apps and automation support order approvals, handovers and internal requests. Define ownership and system boundaries so a business app does not create a conflicting second ERP.
Service and product details →Systems and data
Integration with your operation
Design for engagement-level confidentiality, reference access, source rights and retention. Agree definitions for orders, revenue and delivery.
- 01Clients and opportunities
- 02Approval and handover
- 03Expertise and permissions
- 04Delivery and reporting
From our work
Proposals, projects and staffing in Dynamics 365
Several large international consultancies run proposals, project planning and staffing in Dynamics 365 and hand the order to SAP.
KYC checks and Chinese walls are implemented in the CRM and the interfaces.
Implementation questions
Does AI replace our experts?
No. It supports preparation, research and structured handling. Professional judgement, commitments and approvals stay with responsible people.
Must all sources be migrated first?
Not necessarily. We assess accessible sources and their access rules. Migration is not an end in itself.
Which workflows do you want to improve?
Discuss your requirements with process consultants, developers and specialists from our entire expert team.
