Microsoft Dynamics 365 PSA Professional Services Automation
Project Business Automation™
Professional services organizations tend to underestimate their own complexity. Most never focus beyond basic accounting, timesheets & invoices. But the lack of integrated systems and real-time insight hurt resource utilization and outcomes.
Learn how ADEACA PBA™ + Dynamics 365 can help to change this.
From Point Solutions to Project Business Automation
Standardize, integrate, automate project business processes with ADEACA PBA™ + Microsoft Dynamics 365
Real-time insight, lower risk, better outcomes
Eliminate Reliance on Point Solutions
Point Solutions = Inefficient
Professional services companies tend to rely on 3rd party project planning tools and heaps of spreadsheets to compliment their ERP solution. This results in significant inefficiencies from not having integrated financial and project management data. Specialty business applications for estimation, scheduling, resourcing and variance analysis may serve their own isolated business purpose but do little to improve productivity and profitability or to provide much needed timely and actionable business intelligence.
ADEACA PBA™ is a complete business solution for professional services companies managing the entire project lifecycle from marketing and sales, through planning and execution and resource management to timesheets, invoices and month-end processes.
Why PBA Makes Sense for Professional Services
Disconnected Processes & Data Lead to Poor Performance
Professional services companies generally suffer from massive inefficiencies arising from siloed operations, systems and data. Disconnected processes and poor visibility result in errors, inflated costs, stagnant productivity and declining profitability.
PSOs Need Integrated Financial and Operational Project Management
To thrive in an increasingly competitive business environment with slimmer margins, professional services companies need sophisticated operational and financial project management capabilities far beyond mainstream ERP. What’s more, operational and financial project plans must be inter-linked and connect tightly with back-office activities, like procurement, time sheets and expense reports, rate cards, cash-flow projections, and payment plans.
By embedding sophisticated project capabilities in Microsoft’s flagship ERP, ADEACA PBA™ enables professional services companies to run their entire business in a single solution. Streamlining and automating end-to-end business processes improves the organization’s ability to react to changing circumstances, minimize costly mistakes and effectively manage disruptions to project schedules and financial performance.
More Than Just Timesheets and Billing
While accounting for time and expense for billing purposes is important, it is equally important to accurately estimate efforts at project inception and effectively monitor productivity, progress, milestones and BAC throughout the project lifecycle. This is becoming increasingly true as time & material contracts are being replaced by fixed price or do-not-exceed engagements.
Manage Entire Client Engagement
As fixed scope engagements become more common, companies must raise their game when estimating engagements and processing and approving contract variations. Organizations must manage not only the financial but also the time and resource dimensions of a fluid scope of work within the framework of a fixed price and scope contract.
Optimize Resource Utilization
Professional services companies live and die by their ability to attract and retain talent while maintaining profitable resource utilization. Furthermore, it is critical not to overextend their capacity to the extent that projects, clients or employees suffer. Managing resource commitments in Excel and relying on unstructured hiring/onboarding processes simply does not cut it anymore. To effectively balance requirements from ongoing and incoming projects with resource availability, you need a central and fully integrated project and talent management solution.
ADEACA PBA™ enables professional services companies to react and adapt in real-time, resulting in fewer mistakes, reduced mitigation costs and ultimately completing more engagements at the agreed quality and within established budgets and deadlines.
- Work Breakdown Structure (WBS) management
- Project scheduling & resource management
- Risk and issue management
- Sensor point status (early detection)
- Cost Breakdown Structure (CBS) management
- Budget management & costing
- Contract variations and change management
- EAC and variance projections
- Timesheet management
- Month-end process
- Project performance analytics
Human Capital Management
- Transform talent acquisition
- Find the right people with LinkedIn
- Improve the candidate experience
- Welcome new team members
- Accelerate time-to-impact
- Improve cross-functional collaboration
- Core HR
- Absence and leave management
- Benefit and compensation administration
- Improve collaboration and share insights
- GL, AR, AP and fixed assets
- Human Capital Management
- Procurement & Sourcing
- Sales & Marketing
- Project accounting & billing
Read more about enterprise class ERP from Microsoft, Dynamics 365 Financials and Operations here.
- Sales process management
- Lead tracking
- Opportunity management
- Account and contact management
- Social media tracking
- LinkedIn sales navigator integration
- Outlook integration
- Mobile access
- Dashboards and analytics