Discover how Sagacity transformed their professional services business with Dynamics 365.
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For business management solutions email us or call 020 3004 4600
Your clients come to you for expertise, not excuses. But when your systems are fragmented, your data is hard to access, and your team is buried in manual processes — delivering the service your clients expect becomes harder than it needs to be. Advantage helps professional services firms modernise the way they work, using AI, Microsoft technology and cloud solutions to free up your people to focus on what they do best.
Professional services firms — whether consulting, recruitment, legal, training or beyond — share a common set of pressures. Growing client expectations, tighter margins, hybrid teams, and the constant need to do more with less.
The pain points we hear most often:
With multiple professional services firms supported across the UK, we understand the operational realities of your sector. We bring together the right combination of technology — ERP, CRM, AI, security and managed services — configured around how your business actually works.
Project & Financial Control Real-time visibility across projects, budgets, timesheets and billing. Know exactly where every engagement stands — and catch margin risk before it becomes a problem. Powered by Dynamics 365 Business Central and integrated project management tools.
Client Relationship Management A single view of every client, opportunity and interaction. Track pipeline, manage renewals, automate follow-ups and ensure nothing falls through the cracks — with Dynamics 365 Customer Engagement at the core.
AI & Microsoft Copilot Put AI to work across your firm. Microsoft Copilot helps your team draft proposals, summarise meetings, analyse data and respond to clients faster — without cutting corners on quality. We'll assess your readiness and get you deploying Copilot with confidence.
Microsoft 365 & Modern Workplace Give your team a connected, collaborative environment that works whether they're in the office, at a client site, or working remotely. Teams, SharePoint, and the full Microsoft 365 suite — deployed and managed properly.
Reporting & Business Intelligence Replace spreadsheet reporting with live Power BI dashboards. Understand utilisation, profitability, client health and pipeline at a glance — and present the same clarity to your own clients.
Security & Cloud With Advantage Secure365™ and Advantage CloudVault365™, your client data, communications and financials stay protected, compliant and always recoverable — without the overhead of an in-house IT team.
Managed IT Support Our AI-enhanced managed support keeps your systems running, your team productive, and problems resolved before they escalate.
We're not a generalist IT supplier. We've spent years working with professional services firms, and we know the difference between a business that runs on spreadsheets and gut feel, and one that's built on clean data, smart automation and the right tools for growth.
Not sure where the biggest opportunity lies? Our free Advantage Transformation Sprint™ gives you a personalised, no-obligation session with our team. We'll map your current challenges, identify where AI and technology can drive the most value, and leave you with a clear, prioritised roadmap.
The technology you use should help you move faster, not hold you back. At Advantage, we help SMEs unlock the full power of Microsoft - from cloud and security to AI and automation. Whether you're modernising systems or exploring Copilot, we'll help you transform the way you work. Let's build something smarter. Together.
Contact Us Today 020 3004 4600
