I have been asked by my colleagues in a five partner consultancy practice to see if we can replace our hybrid PMS comprising Xero/Dynamics/Teams/SharePoint/Excel and possibly more that I have overlooked, with a more cohesive purpose-built PMS. My colleagues are IT people and I am the only accountant. Our work is partly project-based and partly trusted retained advisors. Having tried to research the market, I have not yet found any site(s) that guide or advise - only single product sales sites.
Our needs are:
- Cloud - probably public - based
- time recording - we invoice monthly
- expenses recording - travel etc
- invoicing - to be done by each consultant
- MI to inform each other and remind ourselves about outstanding balances
- General Ledger - with automated bank feed
- Document Management - to file and easily find work already undertaken
- Case Management - to add customisable work flows for our project work
There may be more that I have not thought of but I think that's it. If you are in the trade, I am happy to take pure sales calls. If you are not, your advice might be even more valuable! Even if you only want to provide a name that specialises in this area. I hope you can help.