Dynamics 365 Project Service Automation
Automate projects inside Dynamics 365
Manage all your projects inside Dynamics 365 with Project Business Automation, no other tools required.
With complete operational project management built-in, Adeaca Project Business Automation™ (PBA) helps you achieve better process control and reliable timely performance data.
The Quick Guide to Project Business Automation
A high-level guide to the business system for project-driven organizations
This Quick Guide to Project Business Automation will help you understand PBA and how it applies to your business. What you will learn:
- What is Project Business Automation?
- Who is PBA for?
- What problem does PBA solve and why is it needed?
- What are the core elements of PBA?
- What are the key benefits of PBA?
If a crucial part of your business is about running projects successfully, you need this guide.
Adeaca PBA™ for Operations - See How it Works
Eliminate standalone project management applications and the overhead needed to manage them.
- Leverage the project schedule to accurately build a labor budget, time-phase earned value estimates, and generate cash flow projections
- Apply the timeline directly to MRP for production orders, and automatically constrain the schedule based on procurement or production delays
- Staff projects more efficiently and automatically feed status updates, issues and work estimates back to the schedule from the timesheet
- Evaluate cost to complete with real-time work estimates from the schedule
- Report on the financial impact of schedule changes immediately
Create the optimal project schedule right from the start
The PBA Project Modeler™ offers a superior planning experience compared to Oracle P6, Microsoft Project, spreadsheets and other planning tools.
With the Adeaca Project Modeler your project plans are created faster and with more accuracy than ever before. Gain speed and control. Enhance your sales process by creating the best operational plan from the start.
- Project schedules are constructed through task models that incorporate enterprise best practices
- Enable project managers and planners to quickly generate project schedules you are confident to keep
Manage projects integrated with your ERP system
Project driven organizations spend too much time translating, consolidating and validating data from the myriad of point solutions they employ to manage their project operations. With Adeaca PBA your project operations control is seamless with your ERP solution.
Integrated project planning
Companies where the successful delivery of projects is critical, it is crucial to be able to accurately plan those engagements while managing resources, subcontractors, risks, deadlines and related supply chain activities. A lack of real-time insight into your delivery operations will invariably result in increased risk and decreased profitability.
Adeaca PBA offers a unique and fundamentally different approach to managing project operations. Featuring a sophisticated planning engine, you need no longer rely on external project scheduling applications and can enjoy complete integration between backend ERP functions and your operational project management activities.
The project plan is the central entity against which a host of other operational activities are planned and managed such as: issue & deadline tracking, risks evaluation, staffing, capacity leveling and procurement/production schedules.
Standardize processes and enforce best practices
Key to operational excellence is scalable and predictable business processes. Unless you’re able to manage the process of getting from A to B you cannot accurately measure or appropriately react to the process output. In Adeaca PBA, all critical project operational business processes are executed within a single solution with built-in process and audit control. This enables companies to control process flows throughout the enterprise thereby establishing an enforceable and repeatable business model yielding reliable and actionable KPIs.
Project Business Automation Requirements Template
The most comprehensive business system requirements document for project-driven processes.
400+ criteria you can use immediately to evaluate any ERP/business system for its Project Business capabilities.
- Create or supplement your own RFI or business requirements document
- Set parameters and evaluate vendor demonstrations around the included features
- Rethink your tools and systems strategy supported by tangible criteria
Any company exploring a new ERP, project/portfolio management, project accounting, project analytics or related system needs this template.
Project Business Automation Means Truly Integrated Processes
The all-encompassing architecture of Adeaca Project Business Automation™ means that information flow freely and instantly between inter-dependent processes. For example, changes to the project schedule will automatically filter through to the payment plan, procurement activities, capacity profiles, Estimate at Completion (EAC) and cashflow projections.
Automation and visibility
This provides a degree of automation and visibility which is critical in today’s real-time economy but rarely achieved with mainstream solutions.
Adeaca PBA™ Operational Project Management: Capabilities
Featuring a sophisticated Work Breakdown Structure (WBS), Adeaca PBA manages and streamlines every aspect of your project schedule. Projects can be scheduled with or without capacity constraints (leveling or infinite) and project capacity plans may be based on detailed individual resource assignments or aggregated job function assignments (represented by roles). Likewise, machinery, tools, and equipment can be capacity managed at a detailed or aggregated level.
Projects are scheduled individually or in prioritized batch lists. The rich Gantt chart combined with traffic light sensor points provide instant insight into project plans and potential problems.
Risks, issues, and deadlines
Manage milestones and deadlines to ensure timely delivery and early notification when project plans slide. The issue management system combined with periodic milestone gateway reviews facilitates organized recording of project risks. Linkages between payment plans and supply chain activities to the WBS enable companies to align billing schedules and logistics with project plans and actual progress.
Resources may be assigned to project work directly in the WBS (project manager) or via the resource dispatch board (resource managers). The resource dispatch board provides an easy overview of urgent resource requirements and allows resource managers the freedom to decide which and how many resources to assign based on availability and required skillsets while still maintaining the integrity of the project schedule as defined by the project planner.
With Adeaca PBA™ you can segregate resources and projects into resource departments and configure loan rules to determine which departments may utilize resources from other departments or legal entities.
The loan management dashboard provides resource managers an instant overview of active and pending loan requests as well as loan change requests. At times of resourcing, you can determine if the resource list should include inter-company and inter-department resources or not. When assigning loaned resources, capacity reservations and assignment notifications flow seamlessly between departments and legal entities.
In addition, the self-staffing framework enables project managers to publish unstaffed project work which can then be viewed and requested by individual resources.
The Path to Artificial Intelligence for Project Business
Whitepaper: How Project Business Automation can set the stage for an AI revolution in project-based industries
The definitive document on AI in Project Business. Download this whitepaper to answer these questions:
- How does the right project intelligence data create the foundation for AI?
- What is the right project intelligence data for AI to use?
- Why will my current application landscape not support an effective use of AI?
- What should I do first to set up my company for an effective AI strategy?
Learn how can you get artificial intelligence to work for you in a Project Business, like construction, engineering, ETO/contract manufacturing, or professional services.
Integrate PBA with your ERP
Streamline and accelerate business processes. Make better decisions faster.
Microsoft Dynamics 365 Finance
Adeaca PBA is a native D365 application. For D365 Finance customers, PBA is completely and seamlessly embedded within your ERP.
Bring critical project information into your SAP ERP. Instant access to project costs, revenues, delivery, analysis and more. Get enterprise security and a modern interface with our Dynamics 365 platform.
Send and receive critical project costs, revenues, delivery, analysis and more. Get enterprise security and a modern interface with our Dynamics 365 platform.
Learn more about how PBA can integrate with your business system.
Find answers to your questions
Discover more or engage with our project business experts.
PBA Quick Guide
This Quick Guide to Project Business Automation gives you a high-level overview of PBA and how it can be applied to your project-driven business.
PBA Fit Assessment
Quickly find out if Project Business Automation will work for your company. Based on your company's profile, we will share how PBA will solve your problems and bring value to your business.