Professional Services challenges
Navigate complex planning in Professional Services
The Professional Services industry is experiencing strong underlying demand for specialised expertise, but despite the opportunities for growth, it is also a difficult sector to manage from a financial and strategic planning perspective.
The sector includes a broad range of services including legal, accounting, management consulting, architectural, engineering, advertising, marketing, information technology, environmental, scientific research and development, and more.
Revenue forecasting risk
Disconnected systems and data increases the risk of missing forecasts and labour cost over-investment
Capacity and skills alignment
Without unified skills matrices, you risk costly under-utilisation or employee burnout
Manual inefficiency
Finance teams spend 45% of time cleaning data rather than adding strategic value
Solutions for Professional Services finance teams
Move beyond inefficient and limited spreadsheets. We provide pre-configured solutions specially catered for challenges faced by Professional Services organisations.
FINANCE SOLUTION
Financial Planning and Analysis solution
Explore how Workday Adaptive Planning enables better budgeting, forecasting, planning and reporting. Integrate source systems, collaborate across departments, plan scenarios, and gain visibility with dashboards.
FINANCE SOLUTION
Capacity Planning
Ensure the right people with the right skills are available at the right time. Identify and catalogue employees, and match them with projects and plans, allocate budget according to utilisation, and analyse attrition rates.
FINANCE SOLUTION
Financial Close and Automation solution
Adra by Trintech streamlines the financial close by automating key tasks. It integrates with ERPs and financial systems, enabling you to close faster with greater confidence.
Solutions for Professional Services data management teams
Solve the challenge of data fragmentation across ERP, CRM, and project tools. We help you consolidate and uplift data quality, establishing a solid foundation to build initiatives on.
DATA SOLUTION
Data Quality and Governance solution
Ataccama is an AI-driven platform that helps you govern, manage, and improve data effectively. It offers data cataloguing, lineage, observability, and more to ensure strong governance and full control of your data assets.
DATA SOLUTION
Master Data Management solution
Unify disconnected data into one trusted source of truth with Profisee. Strengthen your data strategy and scale it confidently for long-term impact.
Our platform expertise: Accelerating
your finance and data management capabilities
We specialise exclusively in a select group of market-leading platforms. From eliminating spreadsheet reliance to mastering complex data hierarchies, we help you achieve meaningful results.
Workday Adaptive Planning
Partnering with QMetrix liberates your finance team from frustrating spreadsheet pain, enabling faster, confident, data-driven decisions that elevate you to strategic business partners.
Adra by Trintech
Streamline and automate your financial close process, guaranteeing accurate reconciliations so your team gains valuable time back and improves overall governance.
Ataccama
We deliver comprehensive Data Quality and Governance solutions, ensuring your data assets are consistently reliable, mitigating risk, and enabling accurate, competitive decision-making.
Profisee
Transform fragmented enterprise data into a single, trusted source of truth, establishing a robust governance foundation with a market leading Master Data Management platform.
Microsoft Fabric
Optimise your Microsoft Fabric investment – get enterprise-grade data management in Azure alongside advanced Power BI data visualisation to drive confident decisions.
Why QMetrix
Partnering with Professional Services
We blend deep Finance and Data Management expertise with a consultative approach to deliver value for Professional Business Services organisations. Our clients include CyberCX, Slater & Gordon, Douglas Partners, and Thomas Taylor Whitting.
OUR CLIENTS
Testimonials
“We have 13 practice areas generating revenue… With Workday Adaptive Planning, we can now do a reforecast in a week and it’s far more accurate. Not only are we updating drivers, we can involve each practice and challenge their thinking, and get their input to ensure they own the numbers.
The amount of time it saves is the best thing about it. The data we need for planning comes from our finance system, HR system and operations system. We have thousands of legal cases at any one time so it’s great to have it all integrated.”
Trent Grabham
FP&A Manager
“There was a complete shift. Our senior management team can now see the power of information, insights and analysis – and they want more of it.
We were able to do it because we have Workday Adaptive Planning. The company’s financial literacy has grown and they see how finance can drive a culture of accountability, transparency and ownership.”
Tania Amalen
Finance Manager
Clients who partner with us
WHITEPAPER
Financial and Strategic Planning in Professional Services
How can finance teams navigate the complexities of financial planning in Professional Services organisations? In this whitepaper we discuss the challenges, solutions, and role of finance.
Professional Services case studies
A win for the Slater and Gordon finance team
Discover how Slater and Gordon got more business partnering and value-add with QMetrix and Workday Adaptive Planning.
Douglas Partners: from number crunchers, to business partners
Here’s how Workday Adaptive Planning enabled Douglas Partners’ finance team turn from number crunchers to business partners.
Broadspectrum case study: Designing intuitive Power BI dashboards that give meaning to data
Discover how Slater and Gordon got more business partnering and value-add with QMetrix and Workday Adaptive Planning.