ERP Solutions for Professional Services Providers

Industry Overview

No matter if it’s a law firm, a consulting company, a construction business or a marketing agency, the challenges are often the same. Profit depends on how well you plan work, deploy people and control costs. In this new era of the digital AI landscape, your talent is the product. Billable time, clear milestones and steady client communication shape both reputation and margin. Many teams continue to struggle with late projects, idle capacity, manual invoicing and gaps between delivery and finance. When billing rules are complex, resources are competing, and compliance is a must, leaders need a clear view and firm control across the entire operation.

That’s where we come in. Intelisense provides ERP Solutions for Professional Services Providers in the UK, leveraging expertise in Dynamics 365 ERP cloud transformation. By unifying finance, project management, resource planning, time tracking and billing in one platform, Microsoft Dynamics 365 helps firms improve utilisation, deliver projects on time, and maintain accurate financials.
At Intelisense, we understand that lengthy, complex ERP implementations are often ineffective for service firms. With Rapid 90, we deliver a Microsoft Dynamics 365 ERP tailored for professional services in just 90 days, offering a fixed-price, predictable and scalable solution. Whether you are a consulting firm, a legal practice, an accounting firm, or an IT services provider, we help you run smarter, leaner and more profitably.

Our ERP Capabilities for Professional Services Providers

  • Patient Data Management Systems

    Facilitate the centralisation of patient information, care coordination and practices and patient engagement with CRM for Healthcare Providers.

  • Compliance-Ready CRM Solutions

    Achieve compliance with UK regulations, including GDPR, to protect sensitive records.

  • Healthcare Analytics Tools

    Unleash the power of results to follow the flow of patients, target resource use and improve efficiency.

  • Customer Service Automation

    Automate contact with customers to limit manual routines, calls and communication on claims.

  • AI Powering Healthcare

    Turn clinical and administrative decisions into predictive insights based on AI and automated workflows.

Benefits & Why Choose Us

professional services

So Why Choose Intelisense?

Are you eager to modernise your healthcare or insurance organisation? Talk to our experts now on how to use Microsoft Dynamics 365 to implement Patient Data Management Systems, Customer Service Automation and other innovative tools.

Which service industries benefit from Dynamics 365 ERP in the UK
Consulting firms, legal practices, accounting firms, IT service companies, marketing agencies, engineering and architecture practices and managed services providers gain from unified projects, resources, billing and financials.
Yes. Dynamics 365 Project Operations includes various functions, such as project sales, planning, resource management, time and expense tracking, billing and profitability analysis.
Resource scheduling uses skills, roles, availability and calendars within Project Operations. Optional Resource Scheduling Optimisation helps automate assignment, balance workloads and improve utilisation.
Yes. Dynamics 365 Field Service provides works orders, mobile apps with offline mode, route Optimisation, SLAs, inspections and asset histories. It also supports IoT signals for proactive service and integrates with Project Operations and Finance.