Project Business Automation Evaluation

Step 2 in your journey to PBA gives you the necessary information to make a sound business decision to select PBA for your company.

The goal of Step 2 is to ensure PBA meets your business requirements as well as your general budget and timeline.

1. In-dept PBA Demonstrations

As required, Adeaca will deliver a series of PBA demonstrations to your specifications, covering required project business functionality.
There are three objectives to these demonstrations:


Cover the Project Business functional areas required by your business, identify gaps and present plans to close them.

User Personas

Demonstrate how each type of user for your company will use PBA and how their jobs will improve.


Generate consensus among all stakeholders that PBA is the right solution for your company.

To help you determine what your business requirements should be, we have created an easy-to-use template to get you started.

2. PBA Validation

After the PBA demonstrations we must ensure that PBA meets your business requirements and that we all agree on a general budget and timeline for acquiring and implementing PBA.

3. Platform Demonstrations

Adeaca PBA works exclusively on Microsoft Dynamics 365 Finance ERP. Therefore, after deciding to move forward with PBA, Adeaca will set up the necessary Microsoft Dynamics 365 platform demonstrations, covering the standard ERP functionality required for your business. These will include areas such as general ledger, accounts receivables/payables, inventory management, production control, master planning, and general platform administration and integrations.

Why do we cover the ERP only now?

While standard ERP functionality is important, it is not core to Project Business. Most of your business processes will be managed in PBA and that is where you will find the most value. Depending on your industry and business, standard ERP functionality may be more or less critical. Therefore, we believe it is important to establish PBA as the right solution for your business first before moving on to standard ERP areas.

4. Platform Validation

Now we all need to agree that the Microsoft Dynamics 365 ERP platform meets your business requirements. Then we can move on to the final step: PBA Execution.