The next generation of cloud-based project management.
Project Service Automation helps your organization optimize resources and deliver exceptional project experiences.
A module of Microsoft Dynamics 365, Project Service Automation integrates with Office 365 and other Microsoft cloud solutions and extends the power of Dynamics 365 — providing an end-to-end project management solution that integrates internal administration and customer-facing collaboration, into one unified platform.
Project Service Automation works “out of the box” and can be extended to meet distinct business needs. Standard tools include templates and dashboards, Gantt charts, drag-and-drop functionality, machine learning and data visualizations.
How can Project Service Automation transform your business?
Project Service Automation equips you to plan and manage projects, optimize resources, track profitability, deliver insights and increase employee productivity. From sales, planning and delivery to after-sale service, managing the complete customer life cycle in just one application helps you manage profitable projects, with confidence.
- Simplify estimating, contracting: A unified sales dashboard provides visibility into open opportunities, in-progress jobs, and profitability. Connect directly with the customer on quotes, scope and contracts through a secure portal.
- Speed project launch: Project Service Automation enables you to plan while you’re closing an opportunity. Map out expected timelines and tasks, estimate budget and “soft-book” appropriate resources. When the opportunity closes, you can hit the ground running.
- Modernize project management: Equip your teams with a modern platform to manage tasks, log time and view timelines and budget consumption. Data visualizations help determine how you’re performing to goals so you can adjust and stay on track.
- Boost productivity: Automate personalized, at-a-glance task management for every member of the team. Your delivery team sees what they need to complete and when.
- Optimize resource management: With its machine learning capabilities, you can identify talent and equipment resources based on skills and availability. Simplify coordination between sales, resource managers and project managers to forecast demand. And get the right people on the right projects.
- Deepen customer engagement: Easy-to-use collaborative project management tools can be shared with project teams and clients. Build trusted relationships with customer-responsive tools.
- Analyze profitability: On project closeout, aggregate financials to display data visualizations that track revenue across people, regions, customers and projects. Get accurate metrics on billable resource utilization and project profitability.
Why Wipfli?
We understand your industry and your organization, and we’re here to make your implementation a smooth one and optimize your use of Project Service Automation right from the start.
Find out if Project Service Automation fits your business needs with Wipfli’s complimentary four-hour assessment. Our specialists will analyze your core processes and business challenges, provide industry best practices and help determine if this application is right for you. Learn more about Wipfli’s Project Service Automation assessment, as well as our other complimentary Dynamics 365 assessments and workshops.
Our team
Dane Koepke
Dane Koepke provides business and channel development acumen, along with a strategic and innovative approach to bringing the best experience to clients. He serves as the practice director of the Microsoft Dynamics 365 Business Central team, one facet of the overall back office practice at Wipfli. Dane has been involved with Microsoft business applications since 2003, which allows him to bring a myriad of experiences and solution knowledge in various industries and related best practices.
Brad Collard
As a leader in our financial and operational systems practice, Brad Collard’s goal is to deliver excellence to clients through market-leading software systems that are optimized to meet organization- and industry-specific needs. With tools like Microsoft Dynamics, Oracle NetSuite, and Sage Intacct, he and his team deliver innovative, hassle-free solutions to the market, focused on a business’s accounting and operational functions.
Mark Christie
Mark’s role supports Wipfli’s focus on industry by developing holistic solutions that provide both technology and business services, helping our clients simplify their business challenges and effectively achieve their goals. He brings diverse experience; a focus on vision and strategy; a desire to build relationships with clients, partners, and teammates; and commitment and enthusiasm that his clients have come to rely on.
