Jerry Robinson from SBS Group presented on improving professional services operations. He discussed how the industry is constantly changing and they must adapt to the "new normal". He highlighted SBS Group's best-in-class performance metrics and introduced their new organizational structure and processes. The presentation focused on how their Microsoft-based solution will help with guided planning, effective project execution, and accurate financial management.

1. Host: SBS Group
Presenter: Jerry Robinson, Professional Services
Industry Consultant

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– The worst is behind us. But
• we have to ask ourselves:
– “What is the new normal?”

6. The only constant is change
• • Heraclitus-500 BC
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– Best in Class Performance
• • 91% on Time
– • 96% Within Budget
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Be With New Org Be Here

7. Finance
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– Sara,
CFO Operations
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• Sales & Marketing
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– Julia,
• Systems
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IT
Inga,
Purchasing

8. Project Managers/Teams Resource Managers
Skills-based resource utilization, improved
Accurate status reporting, resource/skill
employee satisfaction, training and
optimization, improved PM life cycle
recruiting
controls and IT alignment
Executive Stakeholders
Project profitability, ROI, portfolio and
business alignment, responsiveness
to change
External Clients,
Accounting Staff Partners, Suppliers…
Time and expense capture, budget Accurate invoicing,
controls, resource productivity, improved customer
shorter billing cycle service, collaboration
and dispute resolution

9. Sell Plan Deliver Collect Support
“Lead to Account & Resource & Project Project Service
Support” Opportunity Project Management
Processes Management Management Execution Financials
• Identify and • Project Plan & • Profitability Analysis • T&E capture • Help Desk
evaluate Schedule
opportunities • Project Status • Billing, Invoicing • Contract
• Resource Management
• Manage availability and • Shared Documents • Revenue
pipeline scheduling Recognition • Warranty
• Issues tracking Management
• Soft-book • Skills matching • Payroll
• Collaboration • Service
Core resources • Financial
• Risk management • Manage Sub- Scheduling
Functions • Manage reporting,
• Portfolio contactor controls • Service
contracts deliverables
Management Dispatch
• Assess costs, • Payables
• Performance • Budgeting
potential • Receivables
revenue Management • Cost Mgmt
• Recruiting • Cash Mgt.
• Leverage past • T&E capture
proposals & • Training
learning's
Microsoft
Assets Microsoft CRM Microsoft Project Microsoft Time, Expense & Billing, Microsoft CRM
MBS HRM MS Project, MBS Financials MBS Field Service

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Plan Execute Earn
– Intelligently Effectively Accurately
• Guided Planning One time entry Financial Integration
– Granular Time & Expense Financial Reporting
Budgeting Portfolio Visibility Shorten Billing Cycles
– Standardization Resource Flexible Invoicing
Resource Mgt Utilization Revenue Recognition
Resource Collaboration Contract Mgmt
Optimization Document Mgmt
Demand
Planning

11. Microsoft Dynamics for Professional Services

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