A perfect salesperson, surpassing their objectives, taking care to sell the right products to the right people whilst ensuring a comfortable margin and all in line with your strategy and with respect for colleagues and clients?
Of course, this picture of perfection isn't a true reflection of your sales and marketing team.
Analysis of the why and the how.

Companies applying the management by project business model should monitor their margins by project or product, based on multiple extremely finely-tuned criteria. The gain in productivity for the company is understood based on internal and external budgets, which must coincide with the contractual commitments accepted. This precise management of margins, customer by customer, enables the monitoring of the company's productivity and margins at every stage of a project.

Although the volume of purchases within a company organised by project is not the first cost centre, unlike trading companies, it is still necessary to have an accurate picture of costs where the repercussions would have a direct impact on the company's margins.

In this context, the purchasing module in a management by project ERP system has proven to be indispensable, in the same way as project monitoring.

The estimate is an essential step in any contract between a client and a service provider. Although its form is relatively standardised, a well-produced estimate can prove to be a strategic tool for the company. So, how do we optimise estimates to improve provisional invoicing and therefore long-term management?

Receiving payment is generally far removed from the signing of a contract and is often subject to the vagaries of the project. It is also sometimes necessary to increase production capacity in order to complete a project, involving added investment and, by extension, expenditure. How can we best anticipate cash flow requirements to ensure that the business runs smoothly?

Whether you're a user, integrator or publisher, you will already have said or heard the phrase "It's a classic need in our type of business, I don't understand why your ERP doesn't manage it as standard!”. Whether that makes you smile or wince, what lies behind it?

When you decide that it's time to review your management system, it's essential to appoint a project manager, to put together a project team in-house to integrate an ERP, and to roll out the following process:

Collaborative management in a service company goes beyond the completion of the project itself. It affects the organisation of the structure. Collaboration must be universal, from the layout of the premises, to the method of production, even the economic management of projects. Here are the three stages of developing the ‘collaborative mode’.

As a matter of fact, setting up limits is never an easy thing to do. When it comes to money, it's all the more difficult. Travel expenses have a direct impact on your team's working conditions and hence on their commitment. Nevertheless in service provider companies, the impact on your benefits is also crucial. So, let's take a closer look at this topical issue: bill management.