Showing posts with label business mdm vmdm masterdata management crm projects pmbok agile. Show all posts
Showing posts with label business mdm vmdm masterdata management crm projects pmbok agile. Show all posts

Sunday, July 10, 2011

Unified Delivery System

Unified delivery approach
Systems suck today at supporting the process of delivering professional services.  I define professional services as services provided to organizations for contract.  This typically includes:

  1. Legal contracts
  2. Payment
  3. The delivered work
In order to create this simple type of transaction, several systems are required to support the process (but I can't find one system that does it all for some reason):
  1. Track leads, accounts and opportunities - CRM (SalesForce, Sugar CRM, Sales Force)
  2. Estimate and track work - Project Management (MS Project)
  3. Invoice and track accounts receivable - Accounting (QuickBooks)
It shouldn't sound to this point that professional services delivery is complicated but for some reason it is.  I have not yet found an integrated system that supports the basic functions highlighted above.  This means that  managers are left to procure many of these systems individually and then *somehow* integrate them.  

It's the integration part that's the hard part, I think.  There's some interesting thinking out there like in Master Data Management (MDM) and the like for doing this in an automated way...but this might be the bleeding/cutting edge.

I'm going to start putting together the pieces -- for myself, my companies, and for resale--the systems required to support and automate the process of delivering professional services.  

Please let me know if you know of good-working, all up system integration.