Assured Profitability in Services: Cost Control per Resource and Deliverable.
Overseer ERP structures operational and financial management in professional services firms. Supervise the allocation of man-hours, travel expenses and subcontracts in real time to guarantee that each contract or project (OTM) meets the stipulated profit margin.
Strategic Management of the Professional Project Life Cycle
Implement the financial rigor and operational standardization your firm needs to grow in an orderly manner while keeping margins under strict control:
Real Man-Hour Costing (Time Tracking)
The system accounts for the effective hours invested by consultants and specialists. By comparing the accrued hourly cost against the base budget, it detects profitability deviations before closing.
On-Site Travel Expense and Reimbursement Management
Manage travel costs, consumables and per diems allocated directly to the project phase. The mobile app speeds up reporting and CFDI tax validation of receipts.
Automated Milestone Billing
Structure your collections linked to physical progress or report delivery. Milestone completion triggers the automatic issuance of the invoice, accelerating accounts receivable recovery.
Review and Standardization Workflows (BPM)
Systematize your service or development methodology. The BPM engine standardizes the review phases, ensuring that each deliverable meets the acceptance criteria before being sent to the client.
CRM, Finance and General Accounting Connection
The cycle starts from the commercial proposal and flows seamlessly to expense control, payroll and closing journal entries, offering a comprehensive view of the income statement per project.
Request a Services ERP Consultation
Talk to a professional firm automation specialist about how to guarantee the profitability of your contracts with Overseer ERP.
Frequently Asked Questions about Overseer Services
Each team member is assigned a standard cost per hour for their profile. When reporting their activities against the project folio, the system accumulates the direct labor cost and warns if the budgeted threshold is exceeded.
Yes. Its flexibility allows configuring the service concepts, billing milestones and deliverable review workflows specific to any type of professional firm.
No. DataMine's institutional SAAS licensing model establishes a fixed fee per company with unlimited users, allowing the entire firm to participate in time recording and control.