If you are a project-based company your bottom line is directly determined by how efficiently you plan, deliver and manage projects. As such, PlanAutomate EPM should always be included in the first phase of a Dynamics 365 Finance implementation.
While implementing PlanAutomate EPM can be done in later phases, it is not advisable because some level of reimplementation of the Dynamics project platform is involved and it is more disruptive to the users. It is better to make the switch all at once and train everyone on the new platform at the same time.
For some companies, the transition from a highly manual and siloed environment to a completely integrated and automated PlanAutomate EPM environment may seem daunting and a phased approach to initiating the use of PlanAutomate EPM may be a good option. For instance, while the entire PlanAutomate EPM application is available, you could begin using the financial controls to start and the operational controls in later phases or vice versa. We will help advise you as to the best approach.
