Microsoft Dynamics 365 for Pharmaceutical Companies
Adeaca couples Dynamics 365 Finance with PlanAutomate to deliver the definitive solution for pharmaceutical and life sciences companies.
Adeaca is an exclusive Microsoft partner for project-centric businesses. The PlanAutomate foundation embeds rigorous project control directly into Microsoft Dynamics 365 Finance. You get a single source of truth from initial R&D to final product launch.
Microsoft Dynamics 365 for Pharmaceuticals: Adeaca brings it all together with PlanAutomate
Adeaca is a full-service Microsoft Partner. We specialize in implementing Dynamics 365 Finance for project-centric enterprises. We utilize PlanAutomate. This solution is built specifically for project-driven operations. It serves as the core component of your Dynamics 365 implementation for pharmaceutical research and manufacturing.
Pharmaceutical Organizations We Serve:
Biotech and Biopharma Firms
Clinical Research Organizations (CROs)
Research and Development Labs
Medical Device Manufacturers
Generics Manufacturers
Active Pharmaceutical Ingredient (API) Producers
Contract Development and Manufacturing Organizations (CDMOs)
A complete solution for pharmaceutical companies
Bringing a new drug to market requires managing your business through immense regulatory hurdles, unpredictable clinical trials, and massive capital expenditure. Pharmaceutical companies need one unified platform to govern these highly complex project lifecycles end to end. PlanAutomate is that software solution.
Accelerate clinical pipelines
Align your clinical trial schedules directly with financial resourcing. Prevent bottlenecks in testing phases to shorten your time to market.
Control R&D spend
Stop burning cash blindly. Connect complex research phases directly to your financial ledger to track exact burn rates against planned capital budgets.
Govern regulatory stage gates
Standardize project execution across global research portfolios. Enforce strict review processes before capital is released for the next phase of trials.
Pharmaceuticals is a project-driven business, we help you run it like one.
Drug development is inherently project-based. Clinical trials span years and consume billions. Disconnected systems obscure the true cost of R&D. When your trial management tools do not speak directly to your financial ledger, you lose control of cash flow. Unforeseen delays destroy capitalization schedules. Month-end reporting becomes a guessing game.
Adeaca prevents this. We combine your D365 Finance ERP with essential enterprise project management capabilities. We transform Dynamics 365 Finance from a standard back-office system into an R&D command center.
The PlanAutomate Foundation Includes:
Unified Schedule & Finance
Integrate the Work Breakdown Structure (WBS) with a dedicated Cost Breakdown Structure (CBS). Your operational reality always matches your financial reporting. You see the exact financial impact of a delayed clinical phase.
Real-Time Financial Control
Move beyond month-end surprises. Utilize embedded Estimate at Completion (EAC) forecasting and real-time variance analysis. Spot budget overruns in R&D weeks before they become critical. Protect your capital.
Single Source of Truth
Eliminate disconnected scheduling tools. Use a single, high-performance scheduling and financial engine that lives inside Dynamics 365. When a trial phase shifts, your financial forecast updates instantly.
The Pharmaceutical Industry Solution with PlanAutomate
Critical features for pharmaceutical and biotech firms working with Dynamics 365 Finance:
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 in stock.
Runs scenarios to predict how material delays or production bottlenecks will impact the your project schedule, resource loads, and final delivery date.
Provides accurate revenue-to-complete forecasting derived directly from the operational Work Breakdown Structure (WBS).
Add advanced features to fit your pharma 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 pharma project estimates with our Project Modeler (CPQ)
The Project Modeler™ offers a superior quoting experience on Dynamics for pharmaceutical 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.
- 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 Pharmaceutical Customer Stories Using Adeaca and PlanAutomate
Industries: Pharmaceutical, CDMO, Biotech
ArrantaBio (now Recipharm) executes complex pharmaceutical development and contract manufacturing across a massive global footprint. Operating sixteen distinct facilities in eight countries leaves zero room for error. By implementing PlanAutomate within Microsoft Dynamics 365 Finance, Adeaca gives Recipharm complete financial and operational control over its projects.
Industries: Pharmaceutical, R&D, CROs
The Jackson Laboratory operates at the bleeding edge of biomedical research and customized genetic modeling. Managing global research operations, complex clinical partnerships, and highly specialized breeding programs requires absolute precision. By implementing PlanAutomate within Microsoft Dynamics 365 Finance, Adeaca gives JAX a rigorous project business system to build and manage its complex research portfolios.
Ready to empower your team with Adeaca and PlanAutomate?
Reach out to us today to schedule a consultation.
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