Project lead times, employee utilization, accurate billing, and reliable service levels are the key factors in the service industry.
If you lose track of projects, employees, or services, you not only risk financial losses but also long-term customer relationships.
We work with you to combine your sales, project, service, and financial processes into an integrated solution. This seamlessly links planning, execution, and invoicing. This allows you to record times and services as they occur, manage resources intelligently, and automate billing for services and licenses, even in demanding multi-project environments. This gives you transparency across projects, customer relationships, and profitability – in real time and across company boundaries.
Plan and prioritize parallel customer projects in a portfolio board to safeguard capacity utilization, deadlines, and margins.
Manage availability, utilization, and vacations centrally to identify bottlenecks early and proactively compensate for them.
Record times, expenses, and billable services on the move or in the browser and generate verifiable service records for each customer.
Define milestones, approvals, and dependencies, and keep an eye on progress, budget, and risks at all times.
Create quotations, framework agreements, and amendments with versioning and approval processes.
Store price lists by customer, contract, skill level, and service level, and manage discounts according to rules.
Develop leads into orders, forecast sales based on probability, and align your capacities early.
Charge on a time-and-materials or fixed-price basis. Manage your licenses and automate their billing.
Create your service level agreements automatically from catalogs and link them to tickets, contracts, and KPIs.
Bundle all your communication channels, such as e-mail, telephone, portal, and chat, into a single customer view and document all interactions in a structured way.
Combine contacts, history, contracts, projects, tickets, and invoices in a complete customer record.
Generate rule-based, recurring, and audit-proof invoices from recorded services, milestones, or licenses.
Process fixed-price, T&M, and SLA projects in a single system and even map mixed models per contract.
Use predefined project, budget, and billing templates.
Provide your customers with a portal for quotation requests, bookings, status tracking, and document exchange.
Manage recurring subscriptions, renewals with notice periods, and electronic invoices.
Integrate platforms for consulting and service bookings and synchronize prices, availability, and appointments.
Conclude digital contracts in a legally compliant way and archive documents securely in the integrated document management system.
Provide booking calendars for consulting appointments and synchronize them with resource planning and project calendars.
Maintain skills, certifications, and seniority levels, and automatically assign suitable experts to your projects.
Monitor your employees’ workload and overtime in real time and initiate stabilization measures when needed.
Schedule employees using suggestion logic based on skills, availability, location, and cost, including automated alternative suggestions for bottlenecks.
Store substitution rules for vacation or sick days and maintain your service capability without manually searching for available resources.
Increase first-time resolution rates through knowledge bases, remote support, and allocation of the most appropriate resources.
Analyze margin, burn rate, and earned value per project in real time and correct deviations at an early stage.
Assess costs and contribution margins by service type, skill level, and contract to make fact-based pricing decisions.
Consolidate projects, services, and finances across companies – including intercompany invoicing and eliminations.
Invoice in multiple languages and currencies – including tax rates, retainers, and local requirements.
Forecast cash flows from projects, subscriptions, and contracts to reduce your DSO and optimize your company’s working capital.
Manage incoming tickets by priority, impact, and SLA to speed up response and resolution times.
Manage your recurring services in one interface.
Answer standard queries automatically, route complex cases, and take the pressure off your teams.
Support your customers’ support requests via remote access, co-browsing, and centrally shared workspaces and document solutions.
Monitor response, resolution, and availability targets in real time and escalate cases automatically before critical deadlines expire.
Visualize pipeline, utilization, burn rate, margin, and customer satisfaction with intuitive dashboards.
Compare your profitability at the customer, project, and portfolio levels and prioritize actions based on data.
Forecast demand, capacity, and skills, and align your recruiting, training, and sales activities accordingly.
Create audit-proof reports on contracts, services, approvals, and invoices.
Secure master data, roles, permissions, and processes using automated validation rules.
Manage employee data – contracts, qualifications, and shift assignments – centrally and in compliance with data protection regulations.
Fill vacancies efficiently with a digital application process that includes screening for manufacturing skills.
Provide a digital portal where employees can request leave, view shift schedules, or access their payslips – simply, securely, and on the move.
As a foundation company with permanent teams, we are geared towards maximum continuity over the entire duration of the project. You benefit from constant contact persons, short coordination channels – and convincing results.
Consistent teams, long-term support
Our specialists for the services industry combine planning, execution, and invoicing into a streamlined flow. This reduces interfaces and frees up time for added value.
We know the service industry very well – after all, we are successfully active in this industry ourselves!
Whether you have an initial project idea, specific questions or would like a live demo – we will make time for you. Arrange your personal meeting now.
Workshop
More efficient. More connected. Future-proof.
Learn how digital technologies can make your production and logistics processes more efficient. In our compact workshop, we identify optimization potential together and show practical solutions for your industry.
Arineo – your multi-award-winning Microsoft partner
Microsoft Dynamics 365
Fast Track Portfolio Partner
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