Project Service Automation

with Microsoft Dynamics 365 Project Operations

Optimize resources and forecast project outcomes through a technology-augmented solution.

Deliver outstanding projects.

Deliver profitable projects in a timely manner, within budget, through Dynamics 365 Project Operations. The platform allows for a unified way to increase overall employee productivity, while ensuring that customer relationships are strengthened through high-quality project outputs

0 %
of project overruns are caused due to incorrect estimations
0 %
Client penetration has decreased by 9% over the last 3 years
0 %
Number of billable employees has dropped by 5% in the past year

Deliver outstanding projects through Digital Transformation.

In a world full of customer relationships, ensure that yours are the best that they can be through delivering excellent project experiences, while being able to keep an eye on budgets and the overall productivity of employees. 

How we do it.

The key components of digital transformation.

Project Management

Manage capabilities of Microsoft Project to complement the collaborative sales planning process for efficient organization-wide scheduling. Visualize cost, effort, and sales value of the work for credible ‘estimate to completion’ planning, and financial integrity. Make use of cost, effort and sales value visualisations with project templates for sales and project managers..
Screenshot of Dynamics 365 for Project Service Robust Project Scheduling

Robust Project Scheduling

Interactive Proposal Management

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Screenshots of Dynamics 365 for Project Service Resource Alignment

Resource Alignment through Dynamics 365

Simplified Resource Engagement

Advanced Scheduling Engine

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Resource Management

Allow project managers, resource managers and sub-contractors to forecast demand, manage talent and allocate resources. Optimize resource assignment through a consolidated scheduling engine across modes of service and ensure the right people on the right projects at the right time. Integrate business development and portfolio investments to ensure that the relevant resources are always available.

Collaboration

Portals allows your customers to engage with account managers real-time on the status of quotes. Respond quickly to scope changes and project risks by adding and managing critical KPIs while ensuring consistent and profitable service delivery. Incorporate ‘social, mobile, analytics and cloud’  technologies to enable timely and relevant communication and collaboration.
Screenshot of Dynamics 365 for Project Service KPI Dashboarding

KPI Dashboarding for Collaboration

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Screenshot of Dynamics 365 for Project Service

Efficiency through Dynamics 365 

Accountability for Expenses

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Expenses

Track all project and non-project schedules on either mobile application or through integration between exchange and project calendars. Reduce the time your seller spends searching for data and creating personalized sales documents by providing streamlined expense processes. Streamline the submission, approval, processing and reconciliation of expenses, as well as making use of Office365 integration to ensure timely billing.

Billing

Simplify billing processes through automatic approval and distribution of invoices through both email as well as online. Connect project managers and customers through a one-stop-shop dashboard to enable reviews, overrides, tracking overruns and the approvals of all costs and times impacting the current projects. Enable integration with back-office applications to increase functionality and flexibility of financial accounting.
Screenshot of Dynamics 365 for Project Service, Billing Dashboard

Automated Billing

Billing Dashboard

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Screenshot of Dynamics 365 for Project Service, Unified Platform

360° Project View

Unified Platform for Analytics

Trends & Forecasting

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Analytics

Connect project managers and customers through a unified dashboard to enable reviews, overrides and approvals of all costs impacting the current projects​. Simplify billing processes through automatic approval and distribution of invoices through both emails as well as online, granting a clear, global view of each project. Enable integration with back-office applications to increase functionality and flexibility of financial accounting.

Digitally Transform Your Business

Learn more about Project Operations

Contact our experts to learn more about how we can help you fulfil your business’ digital potential!

Resources.

Learn more about our solutions.

 

Service Delivery Performance Drivers for Customer-facing Orgainisations

Optimize Project Outcomes

Digitally Transform Your Business.

Are you ready to take your business to the next level? Contact our experts to learn more about how we can help you fulfil your business’ digital potential!

Ready for a demo?

Have any questions about your digital transformation journey? Our Inspired Minds are here to help!

Get in touch with us.

Have a support query, or looking to chat with us about how
we can help your business? We’d love to hear from you

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