2 modules
Sales, patient care, and service all in one solution.
Projects and Profitability
We combine project planning, resources, work hours, costs, and billing into a single process. This makes it easier to monitor project progress, team utilization, and project profitability.
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A project becomes profitable when time, cost, scope, and invoicing form a single process.
+20%
team productivity
−50%
Time from order to invoice
+25%
billing accuracy
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Distinguishing Features
Why is a project's profitability not known until after it has been settled?
The margin is quietly declining
The budget, actuals, and commitments are tracked in separate files. The variance becomes apparent after the period is closed, when there is little room for maneuver.
Supply is not driven by demand
The sales team promises a deadline without confirming capacity or expertise. The project starts off with a shortfall, and the cost of overtime or subcontractors erodes the margin.
The work hours are posted too late
Timesheets and expenses are reported after several days or weeks. The manager sees an incomplete cost picture, so forecasts and decisions are based on underestimated data.
The forecast overlooks the risk
The forecast copies the budget or the manager's opinion without a history of variances or scope changes. Management receives a false sense of certainty instead of a risk range.
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What's Changing
From Post-Facto Monitoring to Active Project Margin Management
The project-to-profit process integrates the proposal, baseline, resources, execution, actuals, changes, settlement, and forecast. Every variance has an owner and a decision.
The cost estimate, project plan, and financial budget are based on different assumptions, so the projected margin disappears when the project is transferred from sales to delivery.
A winning bid establishes a controlled baseline for scope, revenue, cost, and resources, and any deviation remains visible in the margin forecast.
The sales team confirms the deadline without checking the current availability of roles and competencies, and the resource manager does not resolve the conflict until just before the work begins.
Demand from the pipeline and active projects is compared with capacity, allowing the timeline, team composition, and cost to be verified before a commitment is made.
Time, expenses, and purchases are entered into the accounts with a delay, so the manager compares the budget with incomplete cost data and outdated progress figures.
Regular reporting and approval of actuals update costs, usage, work in progress (WIP), and readiness for invoicing according to an agreed-upon management schedule.
The monthly report shows how the budget is being executed, but it does not indicate how much it will cost to complete the project or what margin will remain after accounting for risks.
A rolling forecast combines actuals, commitments, remaining effort, and risks to update the EAC, ETC, and the margin at the end of the period.
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Technologies
A single architecture integrates design, finance, analytics, and forecasting
Project Operations It manages the project cycle; Business Central handles accounting; Power BI supports decision-making; and Fabric , with AI forecasting, develops portfolio forecasts.
Project Operations
Dynamics 365 Project Operations integrates project-based sales, planning, resources, execution, and billing. We help you manage your budget, team utilization, and project profitability from quote to invoice.
Business Central (ERP)
Dynamics 365 Business Central is an ERP system for finance, sales, purchasing, inventory, and manufacturing. We help you migrate data, integrate processes, and gain real-time control over cash, inventory, and margins.
Power BI
Microsoft Power BI transforms data from multiple systems into reports, models, and KPIs, all accessible in one place. We help build business analytics that streamline reporting and support decisions based on reliable data.
Fabric
Microsoft Fabric is an integrated data and analytics platform that includes integration, lakehouse, data warehouse, real-time analytics, and Power BI. We help streamline your data architecture and shorten the path from source to decision.
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Services
From an economic audit to scaling the project-to-profit model
We start by defining margins and decisions. Next, we organize the process, data, and roles; implement the solution; and develop forecasting and portfolio management capabilities.
Business Consulting and Digital Strategy
We help translate business goals into a concrete roadmap for change, priorities, and technology decisions. We integrate perspectives on processes, data, and systems to ensure that investments support the company’s actual needs.
Implementations and Migrations
We carry out new implementations, migrations, and remediation projects, organizing data, processes, and integrations before the solution goes live. We manage the project from analysis and configuration through testing, production launch, and stabilization.
Business Process Automation
We automate repetitive tasks, workflows, and processes across systems using Power Automate, RPA, and workflow tools. This enables teams to reduce manual work and handle routine operations more quickly.
System Audits and Optimization
We assess how current systems, licenses, integrations, and security measures work, and identify where unnecessary costs or risks arise. Based on this, we recommend what to simplify, improve, or redesign.
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Case Study
Billing time reduced by 50% and invoice accuracy increased by 25%
A global consulting firm was consolidating acquired companies and various accounting systems. After implementing Project Operations, Finance, Azure Analytics, and Power BI , productivity increased by 20%, time to invoice decreased by 50%, and invoicing accuracy increased by 25%.
INDUSTRY
Consulting firm
REGION
Globally
PRODUCTS
Dynamics 365 · Project Operations · Power BI
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How We Work
First, the economics and baseline. Then, the system, forecast, and scale.
Project Economic Audit
We agree on the definition of margin, contract models, decisions, roles, data sources, and KPIs. We measure the baseline and identify process gaps.
Project-to-Profit Implementation
We design the workflow from quote to billing, integrate data, and launch a pilot of the portfolio, including roles, controls, and training.
Scaling and Optimization
We develop rolling forecasts, analytics, and governance. We measure adoption, forecast error, margin, and decision time, and we refine the model.
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Numbers, not slides
What Works for Clients Who Have Placed Their Entire Company's Trust in Us
Five end-to-end projects from various industries. The same Microsoft tools, different results—because the initial questions were different.
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20–30%
Less time spent searching for information every day.
–40%
Less time needed to verify customer data in public records.
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2× faster
Operations and processes completed in half the previous time.
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LET'S TALK
Let's see what we can improve in your business
A brief conversation is all it takes to understand the challenge, evaluate possible approaches, and identify solutions that make real sense for your organization.
