Microsoft solutions for business and professional services
From fragmentation to integration: Overcoming the challenges of the BPS industry
Business and professional services firms often face several common challenges that can limit efficiency, productivity and growth. These common issues include:
One connected lifecycle, from win to renewal
RSM connects your whole service business on Microsoft Dynamics 365 — sell, deliver, bill, and renew on one platform, with RSM IP at the stages that matter.
Security monitoring
The problem
Monitoring, service calls and installation projects operate in separate systems. Technician time and parts hit billing late, and margin shows up at month end.
Your solution
RSM Service Centric: This solution bridges field service and project delivery, so every job, contract and dollar runs through one lifecycle—from opportunity to invoice.
Every engagement includes:
- RSM Service Centric
- Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, an AI-powered delivery platform
Built on Dynamics 365 Field Service · Project Operations · Finance and Supply Chain
Field service industrials
The problem
Field service and project delivery are managed separately. Technician hours and parts reach billing late, and margin is a month behind.
Your solution
RSM Service Centric: This solution bridges field service and project delivery, so every job, contract and dollar runs through one lifecycle—from opportunity to invoice.
Every engagement includes:
- RSM Service Centric
- Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, an AI-powered delivery platform
Built on Dynamics 365 Field Service · Project Operations · Finance and Supply Chain
Engineering
The problem
Projects, time tracking and billing are managed across multiple tools. Utilization and project margin may not be visible until after month end.
Your solution
RSM Service Centric: This solution bridges field service and project delivery so every job, contract and dollar runs through one lifecycle—from opportunity to invoice.
Every engagement includes:
- RSM Service Centric
- Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, an AI-powered delivery platform
Built on Dynamics 365 Field Service · Project Operations · Finance and Supply Chain
Fire and life safety
The problem
Inspections, service calls and installation projects are tracked in disconnected tools. Compliance records and billing lag behind the completed work.
Your solution
RSM Service Centric: This solution bridges field service and project delivery, so every job, contract and dollar runs through one lifecycle—from opportunity to invoice.
Every engagement includes:
- RSM Service Centric
- Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, an AI-powered delivery platform
Built on Dynamics 365 Field Service · Project Operations · Finance and Supply Chain
HVAC
The problem
Dispatch, maintenance contracts and installation projects are managed in separate systems. Technician time and parts hit billing late, and margin shows up at month end.
Your solution
RSM Service Centric: This solution bridges field service and project delivery, so every job, contract and dollar runs through one lifecycle—from opportunity to invoice.
Every engagement includes:
- RSM Service Centric
- Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, an AI-powered delivery platform
Built on Dynamics 365 Field Service · Project Operations · Finance and Supply Chain
Professional services
The problem
Engagements, time tracking, contracts and billing are managed in separate systems. Utilization and project margin are a month behind, and contracts are managed through email.
Your solution
Project Operations and Contract Studio: These solutions connect quote-to-cash project delivery with contract lifecycle management on one platform.
Every engagement includes:
- Project Operations and Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, an AI-powered delivery platform
Built on Dynamics 365 Project Operations · Finance and Supply Chain · Customer Engagement
Facilities and environmental
The problem
Recurring service contracts and project work are managed on different systems. Contract profitability may not be visible until after the books close.
Your solution
RSM Service Centric: This solution bridges field service and project delivery, so every job, contract and dollar runs through one lifecycle—from opportunity to invoice.
Every engagement includes:
- RSM Service Centric
- Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, an AI-powered delivery platform
Built on Dynamics 365 Field Service · Project Operations · Finance and Supply Chain
Waste
The problem
Routes, service activities and project work reside in different systems. Billing often lags behind the work, and job-level margin visibility is limited until close.
Your solution
RSM Service Centric: This solution bridges field service and project delivery, so every job, contract and dollar runs through one lifecycle—from opportunity to invoice.
Every engagement includes:
- Service Centric
- Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, an AI-powered delivery platform
Built on Dynamics 365 Field Service · Project Operations · Finance and Supply Chain
Construction
The problem
AIA billing is performed by hand in Excel, prevailing wage is calculated manually, change orders sit in email and job-cost margin shows up at month end.
Your solution
RSM Construction Centric: This solution brings AIA billing, prevailing wage automation, change order management and real-time job cost onto one platform.
Every engagement includes:
- RSM Construction Centric
- Contract Studio
- Project Operations and Project Management and Accounting Essentials
- RSM Velocity, AI-powered delivery platform
Built on Dynamics 365 Project Operations · Finance and Supply Chain
Proven results for BPS leaders: Real transformations, measurable outcomes
Tyler Technologies
Key results:
- Single source of truth established
- Business operations unified
- Foundation for future growth created
"Implementing RSM’s Gov Con product helped ensure compliance with government contract regulations, a growing area of Tyler Technologies’ business."
“There's no reason our internal processes couldn't match the high standard of our technical work. We provide insights, expertise and analysis to our customers and with Dynamics 365, we can do that right here for our own employees."
American Engineering Testing
Geotechnical engineering and construction materials testing
Key results:
- Approximately 400 work hours saved each week
- Unified platform replacing multiple legacy systems
- Real-time visibility into project status and financials
Engineering firm transformation
Multilocation engineering services
Key results:
- 40-plus work hours per week saved on payroll consolidation
- Eliminated paper timesheets for field technicians
- Centralized operations across multiple locations
"RSM's Project Operations and Field Service Accelerator solved our critical business needs. They took what they learned and turned it into a repeatable solution."
Your strategic advisor for digital transformation
The RSM team combines industry insight, skill and extensive knowledge to tailor Microsoft solutions to your specific needs.
- Deep industry experience: Specialized knowledge in business and professional services
- One Microsoft strategy: A unified approach across the entire Microsoft ecosystem
- Commitment to success: Strategic guidance that extends beyond implementation
- Global reach, local touch: International network with personalized service