Enterprise Project Management (EPM) for Professional Services for Dynamics 365 Finance

The Specialized Solution for Project-Centric Service Firms.

The Professional Services Kit is an advanced operational module for PlanAutomate’s Enterprise Project Management (EPM) system. Designed specifically for IT consulting, management consulting, architecture, and other billable service organizations, this kit extends Dynamics 365 Finance to maximize utilization and streamline complex client engagements.

As a boutique System Integrator and project specialist, PlanAutomate knows that for professional services, your people are your product. This kit provides the tools to optimize how those resources are planned, deployed, and billed, ensuring every hour is accounted for and every project is profitable.

Why Add the Professional Services Kit?

• Purpose-Built for Services: Addresses the specific nuances of billable work, including complex rate structures and retainer management, which standard ERPs often lack.

• Maximize Utilization: Balances consultant workloads across the entire portfolio to prevent burnout and bench time.

• Seamless Integration: Works natively with PlanAutomate EPM and Dynamics 365 Finance for a single source of truth from time entry to invoice.

Key Capabilities

⚖️ Optimize Workforce Allocation

Resource Capacity Leveling: Stop struggling with resource conflicts. Smooth out peaks and valleys in consultant schedules across your entire portfolio. Ensure the right skills are on the right projects at the right time to maximize billable utilization.

• Benefit: Reduce bench time and prevent resource burnout with intelligent capacity planning.

💲 Automate Complex Invoicing

Task-Driven Billing: Eliminate manual billing adjustments. Automate billing rates and invoice properties based specifically on the task or service line being performed. Whether it’s senior consulting or junior analysis, the system applies the correct rate automatically.

• Benefit: Ensure accurate, timely invoicing that clients trust, reducing disputes and accelerating payment.

🏦 Simplify Retainer Management

Retainer & Drawdown Control: Easily manage client retainers and automate the drawdown process against billable work. The system tracks remaining balances in real-time, preventing service overages and simplifying financial tracking.

• Benefit: Gain total visibility into client account standing without manual reconciliation.

📊 Real-Time Revenue Visibility

Advanced Revenue Forecasting: Gain instant insight into future revenue for both Time & Material and Fixed Price contracts. Forecasts are derived directly from the latest operational plans and resource schedules, not just historical spreadsheets.

• Benefit: Predict financial outcomes with confidence and make proactive decisions to protect margins.

Transform Your Service Business

Move beyond basic time-tracking. Empower your organization with the Enterprise Project Management (EPM) for Professional Services by PlanAutomate, the solution built by experts to drive profitability in project-driven service firms.