Request
Teams submit a structured operational request with the information needed for review.
Industry playbookTessera ERP for Professional Services
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Industry Solutions
Tessera ERP for Professional Services
Connect finance, inventory, purchasing, and approvals with workflows designed for professional services teams.
Key metrics
UtilizationProject marginRevenue visibilityExpense controlDelivery predictability
OverviewBook a demo
Overview
What Tessera ERP helps you achieve
A connected operating system for professional services organizations: inventory, purchasing, approvals, reporting, and controls in one place.
01
Project budgeting with real-time margin insights.
Connects inventory, purchasing, and approval workflows for end-to-end operational visibility.
02
Time and expense tracking tied to billing.
Connects inventory, purchasing, and approval workflows for end-to-end operational visibility.
03
Resource planning across client engagements.
Connects inventory, purchasing, and approval workflows for end-to-end operational visibility.
04
Expense approvals and spend governance workflows.
Connects inventory, purchasing, and approval workflows for end-to-end operational visibility.
05
Cost-center profitability reporting for leadership.
Connects inventory, purchasing, and approval workflows for end-to-end operational visibility.
Integrations
Email/SMS notificationsAccounting exports
Challenges
Common pain points we solve
Most professional services teams struggle with visibility, controls, and reporting. Tessera brings those workflows together.
01
Time tracking and billing are inconsistent.
Tessera ERP addresses this with structured workflows, multi-location controls, and real-time reporting.
02
Project profitability not visible in real time.
Tessera ERP addresses this with structured workflows, multi-location controls, and real-time reporting.
03
Resource allocation lacks clarity.
Tessera ERP addresses this with structured workflows, multi-location controls, and real-time reporting.
04
Approvals and expense control are manual.
Tessera ERP addresses this with structured workflows, multi-location controls, and real-time reporting.
05
Reporting is delayed across teams.
Tessera ERP addresses this with structured workflows, multi-location controls, and real-time reporting.
Workflows
Key workflows for Professional Services
These are the most common workflows professional services organizations implement first for fast ROI.
Project tracking
Standardized across branches and sites with approval controls and audit-ready reporting.
Billing support
Standardized across branches and sites with approval controls and audit-ready reporting.
Approvals
Standardized across branches and sites with approval controls and audit-ready reporting.
Expense controls
Standardized across branches and sites with approval controls and audit-ready reporting.
Reporting
Standardized across branches and sites with approval controls and audit-ready reporting.
Client visibility
Standardized across branches and sites with approval controls and audit-ready reporting.
Common use cases
Utilization and billability dashboards.
Client invoicing automation.
Project pipeline and forecasting.
Expense approvals and billing support workflows.
Profitability reporting by service line.
Receivables tracking and ageing dashboards.
Capabilities
What you get with Tessera ERP
A practical feature set designed for professional services teams, with controls and reporting built in.
01
Sales to invoicing workflow
Handle quotations, orders, deliveries, invoicing, and credit notes with clear controls and drill-down reporting.
02
Inventory + warehouse visibility
Multi-warehouse stock, transfers, reorder levels, negative stock controls, and stock movement history.
03
Procurement management
Requisitions, supplier comparisons, POs, GRNs, supplier invoices, and returns with approvals and traceability.
04
Financial controls + audit trail
Budgets, approvals, VAT/statutory reporting, and audit trails that keep governance consistent across teams.
05
Item master built for reality
Units of measure, batches/serials, BOM/recipes, warranties, weights, and barcode labeling where needed.
06
Dashboards + alerts
Operational dashboards and event-based notifications (email/SMS) so teams act faster on exceptions.
07
Integrations + extensibility
Connect POS, HR, and third-party systems using APIs/files so data flows end-to-end.
08
Cloud or on-premise
Deploy on your own servers or the cloud, with multi-location central management.
Reporting
Dashboards and insights
Get visibility that helps teams act faster: drill-down reporting, analysis views, and exportable outputs.
Common dashboards & reports
Drill-down dashboards (summary to transaction)
Stock valuation (latest/weighted average/standard cost)
Stock movement, ageing, and reorder alerts
Sales profitability and slow/fast moving items
Customer ageing/outstanding and credit limit exceptions
Supplier performance and purchasing variance
VAT/statutory reports and audit-ready exports
Pivot-style analysis across branches/cost centers
Built for teams
Secure reporting and controlled exports
Share the right view with the right people using role-based access. Export and schedule reports for finance, operations, and leadership.
Role-based visibilityDrill-down viewsExports (PDF/Excel)Scheduled sharing
Modules
Recommended Tessera modules
Start with the core ERP foundation, then add modules that match your professional services workflows.
Tessera ERP
Core workflows: purchasing, inventory, approvals, reporting.
Learn moreAccounting & Finance
Reporting, controls, and financial visibility across teams.
Learn moreHR & Payroll
People operations, payroll workflows, and compliance support.
Learn morePoint Of Sale
Sales, stock updates, and branch performance visibility.
Learn moreWorkflow example
See how the work moves through Tessera
A practical example of how professional services teams can connect requests, approvals, operations, and reporting.
Approve and process
Role-based controls route the transaction to the right people and retain its approval history.
Report
Operations and finance see the completed transaction in shared dashboards and exports.
FAQ
Questions we hear from Professional Services teams
If you want, we can walk through your exact workflows in a short demo.
Yes. Dashboards help you see profitability and cost drivers earlier.
Yes. Approvals improve governance and reduce delays.
Yes. Consolidate performance across teams and services.
Get started
Get a professional services demo
We will map your workflows, recommend a rollout plan, and show the dashboards your team will use day-to-day.
In the demo
- Inventory, purchasing, and operations workflows
- Approval controls and reporting dashboards
- Implementation timeline + support plan
- Module recommendations for your team