Services: Technology Implementation
Seamless Implementation for Maximum Business Impact
Transform your project business with our expert-led technology implementation services. Whether you’re deploying PlanAutomate Project Automation or Microsoft Dynamics 365 Finance, we ensure a smooth, efficient transition tailored to your business needs.
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Our Proven Implementation Methodology
A Structured Approach to Success
Beyond delivering software, we provide the expert services and delivery consulting needed to ensure a seamless implementation. We will take you through the steps to ensure a successful deliver of your system.
Setup – Laying the Foundation
- Project kickoff & solution overview
- Define project goals, timeline, and scope
- Initial installation and access to the system
Survey – Understanding Your Needs
- Gather user stories and formulate requirements
- Evaluate system gap/fit
- Refine project scope, budget, and delivery approach
Design & Develop – Creating the Future State
- Map requirements to business processes
- Reengineer business processes for efficiency
- Define system configurations and master data
- Iterative process to refine future-state design
Accept – Preparing for Adoption
- User training and onboarding schedule
- System Integration Testing (SIT) & User Acceptance Testing (UAT)
- Data migration and readiness testing
Deploy – Executing with Confidence
- Cutover planning and execution
- Go-live transition and support handover
- Project closeout and performance review
PlanAutomate Implementation
Accelerate Your Project Business Transformation
Deploying PlanAutomate Project Automation is more than a software installation—it’s a business transformation. Our experts guide you through every step, ensuring your implementation is aligned with your strategic goals and optimized for performance.
- End-to-End Deployment: A structured, phased approach to ensure seamless adoption with minimal disruption.
- Business Process Integration: Align PlanAutomate with your project workflows for maximum efficiency.
- Data Migration & System Configuration: Securely transition your data and tailor system settings to fit your business.
- Training & User Adoption: Empower your team with the knowledge and tools to leverage PlanAutomate effectively.
Critical project business processes we systemize during implementation
Financials
- Estimating & Budgeting: how do you produce initial estimates and establish cost breakdown structures (CBS)
- Costing: how do you track budget vs. actuals, EAC, CTC, variance, revenue, margin, burn rate
- Subcontracting: how do you manage subcontract budgets and compliance
- Earned Value Management: how do you track planned vs earned value, CPI, SPI
- Billing & Revenue Recognition: what is your monthly financial reporting process
Operations
- Schedule Management: how do you produce the WBS and replan, conduct scenario analysis, and track progress
- Resource Management: how do you assign roles and resources, manage capacity vs. demand, and handle conflicts and overload
- Project Supply Chain: how do you produce item requirements and then manage procurement and production delivery against the project schedule
Governance
- Change Management: how do you track and control scope and cost variations
- Risk Management: how do you identify, evaluate, and mitigate risks
- Monthly/Weekly Reporting: how do you gather input and provide reports to stakeholders on a regular basis
Dynamics 365 Finance Implementation
Enterprise-Grade Financial Management for Project-Driven Businesses
We specialize in implementing Microsoft Dynamics 365 Finance, ensuring your financial operations are fully integrated with your project business. From planning to execution, we help you unlock the full power of Dynamics 365 for end-to-end financial control.
- Seamless ERP Integration: Ensure your financial system is fully connected with project operations for real-time insights.
- Optimized Financial Processes: Improve budgeting, forecasting, billing, and revenue recognition.
- Compliance & Risk Management: Ensure regulatory compliance and reduce financial risks with robust controls.
- Advanced Reporting & Analytics: Gain deep financial visibility with customized dashboards and AI-powered insights.
Why PlanAutomate for Your D365 Finance Implementation?
When it comes to implementing Microsoft Dynamics 365 Finance, choosing the right partner makes all the difference. At PlanAutomate, we bring unparalleled expertise, deep industry knowledge, and a project-first perspective to ensure your implementation is seamless and optimized for success.
Project-Based Business Perspective
We are project business experts. We know what’s important to your operations, and we understand how financial management should work within a project-driven organization.
20+ Years of Dynamics Expertise
We’re not just a D365 implementation partner—we have been working with Dynamics for over two decades, dating back to its origins as Axapta by Damgaard Data, before Microsoft acquired it.
One Unified Team from Start to Finish
Unlike traditional implementations where multiple vendors manage different aspects, PlanAutomate delivers a fully integrated approach—managing both your project automation and core ERP functionality under one roof.
Extensions & Customizations
Tailor Your Technology for a Perfect Fit
Every project business is unique. One of the primary advantages of the Microsoft Dynamics platform, and therefore PlanAutomate, is its extensibility. Building custom capabilities to suit your business’ needs is a common occurrence for our customers.
- Custom Features & Workflows: Extend system functionality to match your business processes.
- Third-Party Integrations: Seamlessly connect PlanAutomate and Dynamics 365 with other critical business applications.
- Performance Optimization: Ensure your customizations are scalable, efficient, and future-proof.
- Ongoing Support & Enhancements: Continuously evolve your system with new capabilities as your business grows.
Whether you need custom workflows, integrations, or extensions, our experts design and implement solutions that enhance your system’s capabilities while maintaining performance and scalability.
Ready to talk about project automation?
Reach out to us today to schedule a consultation.
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