Why Consulting Firms Choose consulting360 as Their Business Technology Solution: 3 Case Studies from Technology, Marketing, and Design 

Consulting firms face many unique challenges, such as special accounting and revenue recognition requirements, managing resource allocation and human resources, and complex project management needs. Unfortunately, no “one-size-fits-all” solution is readily available. 

That’s why many leading consulting firms are choosing HSO’s consulting360

consulting360 leverages the power of Microsoft Dynamics 365 and is designed specifically for consulting firms. Dynamics 365 + consulting360 addresses the challenges all firms with consulting services share: 

  • Winning more work 
  • Managing client engagements and projects 
  • Handling unique accounting requirements 
  • Attracting and retaining quality talent 

Today, consulting360 is used by firms in industries as diverse as management consulting, marketing, design, and IT consulting. 

Here are just a few examples of how consulting360 has helped consulting firms achieve their ambitious goals: 

International Technology Consulting 

Chemonics International’s over 4,000 employees provide technical solutions ranging from agriculture to health and education in remote areas in more than 70 countries. The firm needed a technology solution that didn’t require on-site servers and could provide real-time access to current data from their project management, finance, HR, and procurement systems for accurate forecasting and resource planning. 

“We realized we needed a single integrated solution that would allow us to operate as a unified, global organization,” said Rob Teitelbaum, Controller at Chemonics. 

The combination of Microsoft Dynamics 365 + consulting360 from HSO offered a scalable solution with an advanced level of integration across functions, provided easy access to data from anywhere across the globe, and met the strict data-management requirements of a U.S. government contractor. 

Chemonics Executive Vice President Eric Reading said, “It was extremely difficult to deploy in an on-premises format in the 70 developing countries where we work, and we didn’t have the connectivity we needed for real-time collaboration with our headquarters offices. The cloud technology and the Internet connectivity came together at the same time to make this solution possible.” 

Design and Innovation Consulting 

This global design and innovation consultancy firm has offices in the U.S., Europe, and Asia and creates innovative designs for clients’ products, services, and digital experiences. When the firm expanded overseas, its mid-market ERP struggled with complex accounting processes and could not integrate with specialized software systems they depended upon.  

The firm chose HSO to help implement Microsoft Dynamics 365 to manage the organization’s global financial management practices along with key project accounting, billing, and revenue management processes. In addition, they deployed consulting360 from HSO to extend native functionality within Dynamics 365 across the entire project lifecycle. The solution from HSO allowed the firm to integrate with other software systems to maximize efficiencies, automate global financial management transactions, streamline billing and revenue processes, and improve reporting and visibility across the business. 

Marketing Consulting 

For over four decades, this firm has been helping leading automotive, healthcare, and retail organizations grow revenues, improve profitability, and increase customer loyalty. As the firm grew, it needed an ERP capable of meeting the requirements of a large, multinational consulting firm. 

The combination of Dynamics 365 + consulting360 has helped the firm streamline its global financial management, improve the management of contracts and projects throughout client engagement and solution delivery, and provide timely information to the firm’s stakeholders across the business. 

Would you like to take the next step in gaining a 360-degree view of your consulting firm?  Contact us to get the conversation started.  

Michael D’Alesio is VP, Customer Care at HSO ProServ | Michael has served in many roles during his tenure in the Microsoft Partner Channel for the past 25-years.  Michael currently is responsible for supporting, enabling and strategically leading the HSO ProServ Team responsible for HSO ProServ D365 installed based customers to accept, adopt the Microsoft platforms to ensure they attain business value and user adoption.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Paramesh Rajan is VP, Technology at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

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In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

Amy Spencer leads the team that is responsible for go-to-market strategies, messaging, and demand generation in the US.

Amy earned a Bachelor of Arts degree in Communications from The College of New Jersey and has 25+ years of experience in marketing management for technology and professional services companies.

As Vice President of Human Resources for HSO, Kristen Ramerini is responsible for initiatives including recruitment, onboarding, professional development/career progression, performance management, culture, and employee retention. Prior to her position with HSO, she worked in human resources and recruiting for Seviroli Foods on Long Island and CCN, Inc. in New York City. She holds an MA in Industrial/Organizational Psychology from Hofstra University and is PHR certified.

Darren Gooding is VP of Delivery for HSO | ProServ, leading the company’s CRM delivery across the legal, AEC, consulting, and accounting markets. Darren applies his 25 years of experience and HSO’s industry focused intellectual property to successfully deliver large-scale, global engagements that ensure customer success.