Microsoft Dynamics 365 for Energy
Adeaca couples Dynamics 365 with PlanAutomate EPM to offer the most capable and flexible solution for energy infrastructure firms.
Adeaca is an exclusive Microsoft partner for project-centric businesses. The PlanAutomate foundation and AEC Industry Kit embed project control directly into Microsoft Dynamics 365 Finance, giving you a single source of truth from design through build out to final handover.
Microsoft Dynamics 365 for Energy: Adeaca brings it together with PlanAutomate
Adeaca is a full-service Microsoft Partner who specializes in implementing Dynamics 365 Finance for project-centric businesses, including energy and utilities companies. We utilize PlanAutomate, a solution is made especially for project-driven businesses and serves as the core component of the Dynamics 365 implementation for energy businesses.
Energy companies we serve:
Energy Infrastructure
Energy Engineering
Renewable Energy Developers
Electric Utilities
Energy Equipment Manufacturing
Oil & Gas
Integrated Energy Companies
Energy Infrastructure Project Management
A complete solution for energy & utility companies
With growing demand from AI and other sources, energy projects are growing in size and complexity. From managing these projects and their financials to collaborating with contractors and project owners, we cover your business end-to-end.
Manage 360
Manage projects for the design and install of systems for oil, gas, solar, wind, biomass, geothermal, or ethanol on one platform.
Increase agility
Adapt quickly to changing market conditions and legislation.
Manage risk
Integrate your business processes so you always know your situation instantly.
Energy is a Project-Driven Business. We Help You Run It Like One.
Adeaca’s unique approach combines your D365 Finance ERP with essential enterprise project management capabilities that provide the structure your business needs. It transforms Dynamics 365 Finance from a standard back-office system into a project-centric command center.
The PlanAutomate Foundation Includes:
Unified Schedule & Finance
Integrate the Work Breakdown Structure (WBS) with a dedicated Cost Breakdown Structure (CBS), ensuring your operational reality always matches your financial reporting.
Real-Time Financial Control
Move beyond month-end surprises. Utilize embedded Estimate at Completion (EAC) forecasting and real-time variance analysis to spot margin fade weeks before it becomes critical.
Single Source of Truth
Optionally replace disconnected tools (like Primavera P6 or MS Project standalone) with a single, high-performance scheduling engine that lives inside Dynamics 365. When dates shift, you know about it in real time.
The Dynamics 365 Energy Industry Solution with PlanAutomate
For Energy & Utility Companies
Designed for custom project-based builders and manufacturers PlanAutomate bridges the critical gap between project schedules and the supply chain, ensuring that engineering timelines are perfectly aligned with procurement, production, and installation realities.
Automatically connects your project schedule with procurement and production to ensure materials arrive exactly when needed.
Links task execution to material availability, preventing work from starting until the necessary parts are on site or in stock.
Runs scenarios to predict how material delays or production bottlenecks will impact the your project schedule, resource loads, and final delivery date.
Move beyond simple financial buckets. Create detailed bottom-up estimates based on operational quantities (e.g., cubic yards of concrete, linear feet of piping) to track productivity and variance with precision.
Provides accurate revenue-to-complete forecasting derived directly from the operational Work Breakdown Structure (WBS).
Seamlessly manage subcontractor agreements, scope, and payments within your main project view. Track subcontractor deliverables against the schedule and control payment applications based on verified compliance and submittals.
Add advanced features to fit your business’ needs
Insight & Analysis Add-on
Transform raw project data into actionable intelligence, providing executives and PMOs with the visibility needed to optimize project and portfolio performance.
- PlanVector AI: Leverage artificial intelligence to uncover hidden factors driving project success and predict future outcomes before they occur.
- Portfolio Analytics: Instantly aggregate views of health, progress, and financial status across the entire enterprise to identify trends and outliers.
- Performance Indices: Automatically roll up key KPI (Sensor Point) data into an executive dashboard that tracks performance and progress in key operational and financial views.
Advanced Project Management Add-on
Designed for more complex and large-scale ventures, this package unlocks deep capabilities in rigorous financial control, advanced scheduling, and Earned Value Management (EVM).
- Earned Value Management: Automatically calculate and track EVM metrics to measure project performance against the baseline with precision.
- Complex Scheduling Logic: Utilize advanced scheduling features like strict constraint types (e.g., “Must Start On”), unlimited baselines, and embedded sub-projects for master planning.
- Deep Financial Control: Manage rigorous period-close procedures, model detailed cash flows, and track burn rates to ensure fiscal discipline.
- Variance Analysis: Require reason codes for budget or schedule deviations to systematically track and analyze the root causes of project variances.
Governance Add-on
Ensure standardization, compliance, and control across project portfolios, providing the strict security and automated monitoring essential for enterprise governance.
- Project Autopilot: Automates management-by-exception with an intelligent system that continuously scans projects to flag risks, anomalies, and deviations automatically for stakeholders.
- Project Organizational Structure (POS): Enforces strict security and access controls based on organizational hierarchy, ensuring users only access the projects and data they are authorized to manage.
- Sensor Points: Automated data monitor that tracks KPIs and watches for specific threshold deviations (e.g., budget variance or schedule slippage) for proactive intervention.
- Stakeholder Workspace: Provides a dedicated, streamlined portal for stakeholders to view project status, risks, and KPIs for ease of use.
Project Modeling Add-on
Revolutionize your planning process by dynamically generating accurate project estimates and schedules in minutes, not hours.
- Dynamic Configuration: Build complex project plans by answering simple configuration questions (e.g., specifications, dimensions), which automatically generate the Work Breakdown Structure (WBS) and Cost Breakdown Structure (CBS).
- Speed & Accuracy: Eliminate manual data entry errors and “wishful” estimates by automating the creation of optimal project structures every time.
- Standardized Best Practices: Enforce enterprise-wide standards by using curated models that ensure every project starts with the best possible plan.
- Sales Acceleration: Empower teams to generate accurate, feasible proposals instantly without needing deep technical engineering support for every quote.
Risk Management Add-on (RAIDO)
Move beyond simple risk logs with a complete RAIDO framework that integrates Risks, Assumptions, Issues, Dependencies, and Opportunities directly into your project management workflows.
- Full RAIDO Framework: Centralizes the management of all uncertainty factors—not just risks and issues, but also critical assumptions, dependencies, and potential opportunities.
- Operational Integration: Links specific risks and issues directly to project tasks (WBS) and financial lines (CBS) to visualize the true impact on schedule and budget.
- Opportunity Tracking: Proactively identifies and manages positive opportunities for cost savings and efficiency, allowing you to capture value rather than just mitigating threats.
- Automated Response Workflows: Streamlines the resolution process with automated workflows for mitigation plans, ensuring that every identified risk has an owner and a deadline.
Create the optimal energy project estimates right from the start
The Project Modeler™ offers a superior budgeting experience on Dynamics for energy companies compared to other tools, spreadsheets and estimating apps.
With PlanAutomate’s Project Modeler, your project estimates are created faster and with more accuracy than ever before. Gain speed and control. Enhance your sales process by creating the best project budget from the start.
- Energy infrastructure project estimates are formulated through carefully curated cost models
- Enable your estimators and controllers to produce optimal budgets in minimal time and with minimal errors
Dynamics 365 for Energy Customer Stories Using Adeaca and PlanAutomate
Industries: Energy, Construction, ETO Manufacturing
ICM, a leader in the biofuels industry, faced a critical challenge: their project-driven production was a complex web of thousands of tasks, disconnected from their procurement and supply chain. Leadership and project managers were trapped in a reactive cycle, unable to gain a real-time, unified view of their operations. Their most skilled people were constantly “firefighting” instead of leading strategically.
Industries: Energy, Construction, Engineering
Anaergia is a global leader in waste-to-energy innovation, transforming solid waste, wastewater, and agricultural byproducts into renewable energy. At Anaergia, every initiative is a project, and Adeaca’s PlanAutomate is at the core of managing them. PlanAutomate delivers full financial visibility and control, ensuring projects stay on track and profitable.
Ready to empower your team with Adeaca and PlanAutomate?
Reach out to us today to schedule a consultation.
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