Microsoft Dynamics 365 for Professional Services
Adeaca couples Dynamics 365 Finance with PlanAutomate to deliver the definitive solution for professional services firms.
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 proposal to final invoice.
Microsoft Dynamics 365 for Professional Services: Adeaca brings it 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 professional services.
Professional Services organizations we serve:
IT and Technology Consulting
Management Consulting
Accounting and Financial Services
Architectural and Engineering Services
Research and Development Firms
BPO and Outsourcing Providers
Software Developers
A complete solution for professional services
Delivering high-value professional services requires managing your business through volatile client demands and fiercely constrained talent pools. Consulting and service firms need one unified platform to govern operations from end to end. PlanAutomate from Adeaca is that software solution.
Maximize utilization
Align your most valuable asset directly with client demand. Deploy the right skills precisely when needed to prevent bench time and protect billable hours.
Protect margins
Eliminate revenue leakage. Connect time and expense entry directly to your financial ledger to ensure you capture and bill every single hour accurately.
Scale operations
Standardize project execution across global portfolios. Integrate your business processes completely so you always know your financial position instantly.
Professional Services is a Project-Driven Business. We Help You Run It Like One.
In professional services, people are your product. Time is your inventory. Disconnected systems cause margin bleed. When your scheduling tool does not speak directly to your financial ledger, you lose money. Revenue leaks through unbilled hours. Utilization rates drop. Month-end reporting becomes a tedious reconciliation exercise.
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 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). Your operational reality always matches your financial reporting. You see the exact margin impact of every scheduled hour.
Real-Time Financial Control
Move beyond month-end surprises. Utilize embedded Estimate at Completion (EAC) forecasting and real-time variance analysis. Spot margin fade weeks before it becomes critical. Protect your bottom line.
Single Source of Truth
Eliminate disconnected Professional Services Automation (PSA) tools. Use a single, high-performance scheduling and financial engine that lives inside Dynamics 365. When a resource shifts, your financial forecast updates instantly.
The Dynamics 365 Professional Services Industry Solution with PlanAutomate
Critical features for consulting and service firms working with Dynamics 365 Finance:
Optimize workforce allocation by smoothing out peaks and valleys in consultant schedules across the entire portfolio.
Automate billing rates and properties based specifically on the task or service line being performed to ensure accurate invoicing.
Easily manage client retainers and automate the drawdown process against billable work to simplify financial tracking.
Gain real-time visibility into future revenue for Time & Material or Fixed Price contracts based on the latest operational plans.
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 service 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.
- Engagement managers produce project estimates through carefully curated cost models
- Enable your estimators and controllers to produce optimal budgets in minimal time and with minimal errors
A Dynamics 365 for Professional Services Customer Story Using Adeaca and PlanAutomate
Industries: Professional Services, IT Consulting, Software Development
Tessitura Networks is a global software provider whose complex projects were bogging down their expert teams. Their people were spending valuable time battling rigid tools to manage intricate project plans and track revenue. This wasn’t just inefficient; it was a drain on their talent, diverting them from high-value tasks like strategic client engagement.
Ready to empower your team with Adeaca and PlanAutomate?
Reach out to us today to schedule a consultation.
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