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Problems we solve
Services
Where to start
Readiness Assessment
Help you understand where you stand and what you need for successful transformation.
Deep Needs Analysis
We analyze your current processes and provide recommendations on what to fix.
Transformation Project Setup
Help you setup a proper project for completing a successful transformation, including requirements, stakeholders, budget, and evaluation process.
Project Business Transformation
Business Process Redesign
We help you reengineer your processes to maximize the value from your new system.
Solution Blueprint
Design the optimal solution coupled with BPR and validate the approach before full implementation.
Change Management
Change management strategy and executive coaching, focusing on user adoption and value maximization.
Continuous Improvement & Optimization
Ensure you continually optimize your project business performance with expert support and strategic guidance.
Technology Implementation Services
Ultra Projects
Proven methodology for success with our technology.
Microsoft Dynamics 365
Though projects is central to your company, we can also help with the rest of your ERP implementation to ensure complete alignment.
Extensions & Customizations
Ensure the solution meets your specific business requirements.
Microsoft Dynamics 365 Enablement
Current D365 Finance Users
Currently using or implementing Microsoft Dynamics 365 Finance ERP.
Evaluating D365 Finance
Currently evaluating Microsoft Dynamics 365 Finance ERP.
Solutions
Project Automation
The most advanced project automation capabilities.
Project Modeling
Dynamically generate estimates and schedules through curated and configurable project models.
High-Performance Project Scheduling
Advanced cloud-based project scheduling for the most complex projects.
Project-Driven Supply Chain
Your schedule automatically tells MRP what you need and when, with delivery progress constantly aligned.
Schedule-Driven Estimation
Dynamic, data-driven approach to estimating labor, material, and expenses.
Schedule-Driven Month End
Streamline period close by seamlessly integrating project schedules with financial data.
Project Workflow Engine
Projects progress automatically so assignments keep flowing.
Project Autopilot
Automated intelligence to manage projects by exception.
Executive Performance Scorecard
Spot problem areas and track progress against strategic initiatives, for executive level management.
Project Organizational Structure
Standardize access and controls across large project organizations.
Enterprise ERP Powered
Secure, scalable, extendable and 100% embedded with your ERP, connecting your entire project organization.
Coming: Predictive AI
The AI revolution in projects is prediction. Get prepared today.
Core Capabilities
Our core project automation capabilities go beyond the norm.
Financials
Cost Breakdown Structure
The backbone of your project financials, an independent but fully integrated CBS.
Advanced Cost Controls
A sophisticated costing sheet supporting all aspects of the EAC process and month-end budget review.
Earned Value Management
Completely integrated budget and schedule metrics for automated earned value analysis.
Integrated Subcontract Management
Manage and control subcontracts with real-time integrated data between project operations and financials.
Operations
Work Breakdown Structure
Manage and streamline every aspect of your project schedule.
Resource Management
Full demand and capacity planning with automated conflict and overload detection.
Governance
RAIDO System
Full Risk, Issue and Opportunity tracking with resolution framework.
Change Control
Comprehensive operational and financial variation controls that record and manage approvals of all project changes.
Project & Portfolio Analytics
Instantly understand how your projects are performing across a number of financial and operational areas.
ERP Capabilities
Microsoft Dynamics 365 ERP
Project Operations
Microsoft’s core project application for Dynamics.
Finance & Accounting
Central ERP capabilities to maximize financial visibility and profitability.
Supply Chain
Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfillment.
Manufacturing & Shop Floor
Facilitate discrete, process, and lean manufacturing with various production strategies.
Asset Management
Proactively manage business-critical equipment using predictive, corrective, condition-based, and preventative maintenance.
Warehouse Management
Establish new warehouses quickly with a warehouse management-only mode. Use wizards to replicate configurations across warehouses.
Product Lifecycle Management
CAD + PLM + ERP for seamless data flows across: Sales, Engineering, Purchasing, Manufacturing and Service.
Capabilities for SAP and Other ERP's
Integrate PlanAutomate with your business on SAP or other enterprise ERP.
Customers
Blog
About
Contact
Menu
Problems we solve
Services
Where to start
Readiness Assessment
Help you understand where you stand and what you need for successful transformation.
Deep Needs Analysis
We analyze your current processes and provide recommendations on what to fix.
Transformation Project Setup
Help you setup a proper project for completing a successful transformation, including requirements, stakeholders, budget, and evaluation process.
Project Business Transformation
Business Process Redesign
We help you reengineer your processes to maximize the value from your new system.
Solution Blueprint
Design the optimal solution coupled with BPR and validate the approach before full implementation.
Change Management
Change management strategy and executive coaching, focusing on user adoption and value maximization.
Continuous Improvement & Optimization
Ensure you continually optimize your project business performance with expert support and strategic guidance.
Technology Implementation Services
Ultra Projects
Proven methodology for success with our technology.
Microsoft Dynamics 365
Though projects is central to your company, we can also help with the rest of your ERP implementation to ensure complete alignment.
Extensions & Customizations
Ensure the solution meets your specific business requirements.
Microsoft Dynamics 365 Enablement
Current D365 Finance Users
Currently using or implementing Microsoft Dynamics 365 Finance ERP.
Evaluating D365 Finance
Currently evaluating Microsoft Dynamics 365 Finance ERP.
Solutions
Project Automation
The most advanced project automation capabilities.
Project Modeling
Dynamically generate estimates and schedules through curated and configurable project models.
High-Performance Project Scheduling
Advanced cloud-based project scheduling for the most complex projects.
Project-Driven Supply Chain
Your schedule automatically tells MRP what you need and when, with delivery progress constantly aligned.
Schedule-Driven Estimation
Dynamic, data-driven approach to estimating labor, material, and expenses.
Schedule-Driven Month End
Streamline period close by seamlessly integrating project schedules with financial data.
Project Workflow Engine
Projects progress automatically so assignments keep flowing.
Project Autopilot
Automated intelligence to manage projects by exception.
Executive Performance Scorecard
Spot problem areas and track progress against strategic initiatives, for executive level management.
Project Organizational Structure
Standardize access and controls across large project organizations.
Enterprise ERP Powered
Secure, scalable, extendable and 100% embedded with your ERP, connecting your entire project organization.
Coming: Predictive AI
The AI revolution in projects is prediction. Get prepared today.
Core Capabilities
Our core project automation capabilities go beyond the norm.
Financials
Cost Breakdown Structure
The backbone of your project financials, an independent but fully integrated CBS.
Advanced Cost Controls
A sophisticated costing sheet supporting all aspects of the EAC process and month-end budget review.
Earned Value Management
Completely integrated budget and schedule metrics for automated earned value analysis.
Integrated Subcontract Management
Manage and control subcontracts with real-time integrated data between project operations and financials.
Operations
Work Breakdown Structure
Manage and streamline every aspect of your project schedule.
Resource Management
Full demand and capacity planning with automated conflict and overload detection.
Governance
RAIDO System
Full Risk, Issue and Opportunity tracking with resolution framework.
Change Control
Comprehensive operational and financial variation controls that record and manage approvals of all project changes.
Project & Portfolio Analytics
Instantly understand how your projects are performing across a number of financial and operational areas.
ERP Capabilities
Microsoft Dynamics 365 ERP
Project Operations
Microsoft’s core project application for Dynamics.
Finance & Accounting
Central ERP capabilities to maximize financial visibility and profitability.
Supply Chain
Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfillment.
Manufacturing & Shop Floor
Facilitate discrete, process, and lean manufacturing with various production strategies.
Asset Management
Proactively manage business-critical equipment using predictive, corrective, condition-based, and preventative maintenance.
Warehouse Management
Establish new warehouses quickly with a warehouse management-only mode. Use wizards to replicate configurations across warehouses.
Product Lifecycle Management
CAD + PLM + ERP for seamless data flows across: Sales, Engineering, Purchasing, Manufacturing and Service.
Capabilities for SAP and Other ERP's
Integrate PlanAutomate with your business on SAP or other enterprise ERP.
Customers
Blog
About
Contact
PMO
Executive
Perspectives
PMO
Project Business
Strategy
Technology
4 Steps to Get Started with Project Business Transformation
October 7, 2024
View Article
Executive
Perspectives
PMO
Project Business
Strategy
Technology
Why Project Business Transformation: Unlocking the Benefits and Value
September 30, 2024
View Article
Executive
Perspectives
PMO
Is Your Project Business Ready for Risk?
November 21, 2023
View Article
PMO
Project Manager
How to Manage Projects by Exception
November 20, 2023
View Article
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