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Professional services automation as a cloud service

Improve the utilisation rate of employees and the profitability of your company.

Succeed better in your job

Build your own dashboard to have quick access for information you need.

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See the big picture

The greatest challenge for a CEO is how to manage a professional services firm as a whole. The sales estimates, resource utilisation rate and invoicing forecasts are the key information that helps CEO make better decisions.

Visma Severa provides the management with real-time reports:

  • Sales pipeline and forecast
  • Ongoing projects and profitability
  • Resource utilisation rate
  • Invoicing forecast

READ MORE ABOUT REPORTING

Automate reporting and invoicing

According to a survey commissioned by Visma Severa in Finland and Sweden, an average of 7% of work performed by professional services firms is left uninvoiced. The most common reasons for this are missing hour records and the fact that information relating to invoicing is compiled manually.

Key tools for financial and invoicing staff:

  • Automate invoicing of fixed fees, hours and expenses
  • Clear management of project pricing
  • Profitability and invoicing reports
  • Timesheets and work hour approvals

READ MORE ABOUT FINANCIAL MANAGEMENT

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Complete projects within the schedule and budget

Project managers face a challenging task. The projects and services sold must be provided to customers within the agreed schedule, scope and budget. With Visma Severa, you can create and distribute projects quickly. Progress of the projects, working hours and margins are always monitored in real time.

How Visma Severa helps project managers:

  • An overview of your own projects, profitability and working hours
  • More transparency towards the customer and project group
  • Optimise sales with available resources
  • Improved profitability through quicker and more accurate invoicing

READ MORE ABOUT PROJECT MANAGEMENT

Sell more and keep your customers satisfied

In project-based business operations, securing a good deal does not guarantee that the deal will be profitable for the company. With Visma Severa, resources can be efficiently allocated to the sales of the most profitable work and services. Since resource management and sales take place in the same system, customers can be provided with reliable estimates of delivery dates.

How to achieve more sales with Severa:

  • Information about the customer’s agreements, invoices, projects and communication
  • Monitor sales activities and the sales funnel
  • Clear management of pricing from offer to invoicing
  • Allocate sales on the most profitable customers or services
  • React to profitability challenges by changing the pricing

READ MORE ABOUT CRM

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Find information quickly and record your work efficiently

As a specialist, engineer or designer, you want to concentrate on your duties without spending time on finding information or recording matters. At its simplest, the Severa dashboard may consist of just the hour record view and the tasks you have been assigned. In addition, we recommend that all employees be provided with goal indicators that they can use to monitor the efficiency of their own work.

How we help all employees:

  • Three different hour record views (stopwatch, daily and weekly view)
  • Record hours and travel expenses using a mobile device
  • Record work performed or trips made directly from the hour record view
  • Base hour records on calendar entries
  • Create your own lists of tasks, schedules and meetings on your dashboard

READ MORE ABOUT TIMESHEETS AND EXPENSE TRACKING

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+358 10 5058 420| sales.severa@visma.com| Support


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