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ERP Solution for Professional Services Lead
Valuable insights to help you manage service delivery

Your title might be VP of Professional Services, Chief Operations Officer, or Director of Client Services, but you oversee the professional services provided by your company. Whether establishing your service delivery methodology or ensuring your staff is trained and available to meet demand, you need to stay on top of your service delivery quality and timeliness.

Your Responsibilities

You’re responsible for your company’s service delivery. Your duties include:

  • Establishing the service delivery methodologies and tools
  • Ensuring prompt, accurate service to clients
  • Working with project managers and client support teams to resolve issues blocking successful project completion
  • Serving as the executive escalation point for critical customer issues

You need access to critical information on all aspects of service delivery, from availability of service staff and equipment to client satisfaction.

KPIs Professional Service Leads may want to set up and monitor:

Average Bill Rate


Realized Bill Rate


Asset/Employee Utilization (hrs)


Projects Completed on Time/Budget


Services Revenue


Services Profitability


Average Deal Size


Bid-to-Win Ratio


LOGIX ERP is an integrated financial and business management solution that helps you run your business more effectively. From accounting to CRM to manufacturing and distribution, LOGIX is an Enterprise Resource Management (ERP) solution that provides a full view of your company in real time. Built on a robust technical platform, LOGIX ERP can run on premise or in the cloud.

Best of all, you are charged by the resources your company needs, not by the number of users that access the system (like other ERP vendors do). That means that everyone in your organization can be granted access to the information they need for their role without incurring additional expense to your business.

  • One system that integrates your company’s financial management, operations, and CRM.
  • Built using industry standard technology.
  • Run on premise or in the cloud.
  • Charged by the resources needed, not per user.
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