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IT solutions for professional services firms

Professional services solutions we build

We deliver web, mobile, and desktop applications tailored to the needs of professional services companies, enabling them to streamline back-office and customer-facing operations, improve the delivery of professional services, and gain a competitive advantage.

ERP solutions

Itransition implements comprehensive ERP systems that provide visibility into your operational activity and enable you to centrally manage key aspects of your business.

  • Business data consolidation
  • Project and resource management
  • Accounting and financial management
  • Customer relationship management
  • Human resources management
  • Supply chain management

We deliver CRM software that helps you optimize marketing and sales operations, automate administrative tasks, and personalize customer communication and services you provide.

  • Customer data consolidation and management
  • Lead and opportunity management
  • Sales automation
  • Marketing campaigns creation and launch management
  • Customer interaction tracking

Customer portals

We build B2B and B2C web portals that serve as centralized hubs for interacting with your clients and enabling them to conveniently access your services and get support.

  • Self-service tools, knowledge bases, etc.
  • Service request placement and status tracking
  • Payment management
  • Help desk and customer support service
  • Peer communication tools (chats, forums, etc.)

Project management software

Our team delivers software that facilitates oversight of project tasks, teams, and timelines as well as streamlines stakeholder collaboration, enabling you to deliver services on time and within budget.

  • Project planning
  • Task assignment and progress tracking
  • Project budget and resource management
  • Time and productivity tracking
  • Project collaboration

Document management solutions

Itransition implements software that helps automate the entire document lifecycle from creation to archiving, securely store and collaborate on documents, and ensure the company’s regulatory compliance.

  • Document creation
  • Document storage and categorization
  • Document search and retrieval
  • Document processing, routing, and version control
  • Document sharing
  • Access control and permissions

Accounting software

We deliver software solutions with functionality covering all major aspects of financial management or specific accounting processes to help you gain a clear view of your business’s financial health and ensure compliance with accounting and tax regulations.

  • Account payables and receivables
  • General ledger
  • Budget and expense management

Billing & invoicing solutions

We build solutions for the creation of accurate invoices and automating the billing process to help you receive payments from clients on time and better track financial performance.

  • Invoicing

  • Billing scheduling
  • Recurring and subscription payments
  • Payment processing and tracking
  • Payment reminders

HR management solutions

Itransition creates software systems that help human resources teams optimize diverse administrative and strategic tasks across the entire employee management lifecycle while fostering a satisfied, productive workforce.

  • Recruitment and onboarding management
  • Payroll and benefits calculation
  • Attendance tracking and vacation planning
  • Employee performance management
  • Corporate learning support

Data analytics tools

We implement solutions that enable you to get a holistic view of your business operations, find areas for process optimization, and facilitate strategic planning to drive sustainable business growth.

  • Insights based on customer, financial, sales, marketing, and operational data
  • Interactive data visualization tools
  • Customizable reports and dashboards
  • Automated reporting

Collaboration tools

We build solutions that help employees effectively collaborate on tasks and conveniently communicate within and across teams, speeding up the overall work processes and enhancing team productivity.

  • Digital whiteboards
  • Live chats
  • Conferencing
  • File sharing
  • Feedback forms

Streamline your business processes with reliable software

Turn to Itransition

Selected projects from Itransition’s portfolio

Web portal for legal information management

500,000+

legal documents managed

Web portal for legal information management

Itransition developed a B2B web portal that provides lawyers and accountants with convenient access to legal documents, enables real-time content publishing, and facilitates the search for legal information. Being the largest database of regulatory documents in its country, the portal serves more than 150,000 unique users, with 10,000 visitors daily.

CRM for engineering consultancy

70%

license cost reduction

CRM for engineering consultancy

We helped ECCI, an engineering and environmental consulting firm, replace their outdated CRM software with a modern cloud solution. The new CRM system offers rich data search, reporting, and visualization capabilities, streamlining customer data management and sales tracking, reducing manual efforts, and ensuring positive user experience.

ML PoC for plant pathology recognition

ML PoC for plant pathology recognition

We delivered a proof of concept for an ML-powered application that enables field scientists and laboratories to scan, analyze, and compare plant photos and determine plant diseases. The PoC allowed our client to get investments and partner with several scientific institutes to work further on the solution.

BI for incident management

BI for incident management

Our team built a scalable BI system with NLP algorithms to help Lloyd’s Register collect and analyze incident data and present it in customizable dashboards. The solution helped our client increase user satisfaction among their existing customers and attract new ones.

BPM solution for medical staffing services

BPM solution for medical staffing services

Itransition delivered a comprehensive business process management solution with CRM, ERP, and HR management capabilities for Maxmed Healthcare. The software enables our client to conduct all their tender- and contract-related business operations and store data in one place, significantly simplifying these processes.

Сonsulting for an international marketing agency

Сonsulting for an international marketing agency

We provided all-around IT consulting services for a group of event management and marketing agencies to improve their business agility and process transparency. We conceptualized an effective platform-based solution that would integrate disparate software systems and their data, automate workflows, and facilitate collaboration and prepared comprehensive documentation to guide our client through the software implementation.

Our customers say

Throughout our collaboration, Itransition demonstrated their commitment to delivering results. They successfully delivered a mobile application within the agreed-upon timeframe, which is now being utilized by patients nationwide. This achievement showcases their dedication and proficiency.

Botros Toro

CTO, Vironix Health

I have thoroughly enjoyed working with the team of developers at ITransition as they were each truly valuable to the success of our new software. They worked incredibly hard and went above and beyond our expectations.

Joanne Jacks

Office Manager, ECCI

Services we offer

Consulting

Itransition helps you conceptualize a software solution that best meets your company’s needs, recommends technologies aligned with your IT ecosystem and project requirements, and plans and oversees each stage of software implementation to the project’s success.

Software implementation

We implement platform-based solutions, customizing and configuring them in line with your business goals, or build custom software fully tailored to your unique processes and workflows.

Support & maintenance

Our team helps professional services providers keep their software functional, stable, and up-to-date with continuous performance monitoring and optimization, troubleshooting, regular security patching, and on-demand functional updates. We also assist in setting up disaster recovery strategies to minimize software downtime and ensure your IT systems recover quickly in the event of incidents.

Our implementation roadmap for professional services software

We follow a time-tested software development process to deliver high-quality professional services software solutions that fully align with your requirements.

1

Discovery

We start by analyzing your business needs and defining functional and non-functional software requirements to conceptualize your future professional services solution.

2

Software design

Based on the collected requirements, we design the software’s architecture, map out integrations, and deliver UX/UI mockups and clickable prototypes.

3

Planning

We plan development and testing activities, select the software development methodology, assemble the team to work on your project, and establish a risk management strategy.

4

Development/Customization

Our developers customize and configure off-the-shelf platforms to tailor them to your needs or create the frontend and backend for solutions built from scratch. We also set up integrations with other internal systems and third-party services.

5

Quality assurance

Our QA engineers run various types of tests throughout the entire software development lifecycle to ensure your solution is secure, reliable, and performs as expected.

6

Deployment

We roll out the solution to the target cloud or on-premises environment, make it available to end-users, and perform user onboarding to facilitate software adoption.

7

Post-launch support

Upon request, we monitor your software’s performance, resolve detected and reported issues, improve security, and provide functional and UX/UI updates in line with your evolving needs.

Essential features of our professional services software

Cybersecurity

We equip your professional services software with robust mechanisms, such as data encryption, role-based access control, and multi-step authentication, to strengthen data security and prevent unauthorized access. We also perform rigorous app testing at each stage of the development process to detect and eliminate potential vulnerabilities and safeguard your solution against cyber threats.

Compliance

Depending on your business field and software type, we ensure your solution complies with all relevant standards and regulations, helping you avoid penalties and foster client trust and credibility. Our expertise spans internationally applicable frameworks as well as industry- and region-specific regulations, including ISO 27001, GDPA, PCI DSS, HIPAA, FINRA, KYC/AML, etc.

Focus on user convenience

Our UX/UI designers create elegant, user-friendly interfaces with intuitive navigation, facilitating software adoption and ensuring smooth user flows. We follow platform-agnostic and responsive design practices to make sure that your solution provides consistent, enjoyable experiences across operating systems, devices, and browsers.

Reliability

When creating professional services software, we design resilient, scalable architectures, perform rigorous performance testing throughout the development lifecycle, and implement fault-tolerance mechanisms to ensure uninterrupted access to your applications and data and prevent workflow disruptions even as data volumes and business operations expand.

Sustainability enablement

Our solutions help professional services companies better adhere to ESG principles through process digitization for paperless workflows, audit trails for ESG reporting, and optimized IT infrastructures for reduced carbon footprint of digital operations.

Team up with Itransition to build a tailored solution

Get a quote

Artificial intelligence for professional services software

We integrate AI capabilities into solutions for professional services companies to help them achieve higher operational efficiency, provide more value to customers, and stand out in the market.

AI agents

Automate routine manual tasks to free up employees’ time, eliminate human errors, and reduce costs caused by process inefficiencies.

AI chatbots

Deliver efficient customer support by enabling the provision of instant human-like, context-aware responses and 24/7 assistance through selected communication channels.

Smart data validation

Predictive analytics

Forecast future demand for services to optimize resource allocation, identify churn risks or upsell opportunities to target clients with relevant offerings, and anticipate financial risks to timely mitigate them.

Technologies we use

With hands-on experience in diverse technologies, our team selects the most suitable platforms, programming languages, and frameworks for each software development project.

Platforms
Salesforce Microsoft Dynamics 365 Odoo NetSuite Atlassian Power BI Tableau Adobe Commerce (Magento) SAP Commerce

Shopify

Backend
.NET

ASP.NET Core

Python Django

Flask

Java

Spring

Kotlin

Ktor

JavaScript Node.js

NestJS

PHP Symfony Laravel

Ruby

Ruby on Rails Golang

Serverless

Firebase

Frontend

HTML

CSS

JavaScript

TypeScript

React.js Angular Vue.js Next.js

jQuery

Svelte

Mobile

Swift

Objective-C

Kotlin Java React Native Flutter

Kotlin Multiplatform

.NET MAUI

Cloud services
Microsoft Azure Amazon Web Services

Google Cloud Platform

Cloudflare

DigitalOcean

Oracle Cloud Infrastructure

Why partner with Itransition

Delivering software engineering and consulting services since 1998

3,000+ skilled IT professionals in our talent pool

Clients from startups to Fortune 500 companies across 40+ countries

10 company-wide Centers of Excellence to deliver maximum business value to our clients

Partnerships with AWS, Microsoft, Salesforce, Oracle, Atlassian, and SAP

Holding ISO 9001 and ISO 27001 certificates validating our mature quality and information security management practices

Received a Silver Stevie Award for Achievement in Customer Satisfaction

Acknowledged for our software development expertise by Forrester, Everest Group, Gartner, Zinnov Zones, ISG, Quadrant Knowledge Solutions, and Global Sourcing Association

FAQs

By implementing dedicated technology solutions, professional services organizations automate multiple time-consuming tasks, consolidate data, and streamline workflows. This brings an increase in employee productivity and overall operational efficiency, enabling teams to deliver projects faster and more cost-efficiently, improve customer satisfaction with the company’s services, and increase profitability.

With hands-on experience across 20+ industries, Itransition delivers robust software solutions adapted to the business specifics of professional services providers from any sector, including but not limited to law firms, accounting services providers, financial advisors, IT consultancies, healthcare providers, architecture, engineering, and construction companies, marketing agencies, and education services providers.

Aiming to meet specific needs of our clients, we offer different engagement options.

  • IT project outsourcing
    to handle the automation of your business processes from start to finish and ensure business continuity through uninterrupted operation of your software and IT infrastructure
  • A dedicated development team
    to support the continuous improvement of your business workflows
  • Staff augmentation
    to provide the required technical expertise to your in-house team

The cost of developing an IT solution for the professional services industry majorly depends on the type and complexity of the software to be built, development approach (custom vs platform-based), technology stack, and the development team’s pay rate. The pricing of IT management services also varies based on the scope of services provided, the size and complexity of the IT environment, and the required level of support. Reach out to our consultants to get a quote for the solution you plan to implement or IT support services you need.

The development timeline for professional services software varies significantly depending on the software type, the number and complexity of features, the selected technologies, and the development team’s size and skills. Contact us to estimate the time needed to develop your desired solution.

Contact us

Sales and general inquires

info@itransition.com

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