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Project margin visibility
Margins reported a month after a project closes are too late. Real-time WIP and EAC tracking is non-negotiable.
Services firms live or die on utilization and project margin. We deploy Dynamics 365 Project Operations and CE to turn time, expense, and resource planning into a closed loop — so leaders see margin slippage before the month closes.
Services firms live or die on utilization and project margin. We deploy Dynamics 365 Project Operations and CE to turn time, expense, and resource planning into a closed loop — so leaders see margin slippage before the month closes.
Margins reported a month after a project closes are too late. Real-time WIP and EAC tracking is non-negotiable.
Spreadsheet bench reports cause double-booking, missed deadlines, and bench time that erodes profitability.
If logging time takes more than 30 seconds, it doesn't get logged. Mobile-first capture is mandatory.
When CRM and PSA don't share data, scope creep and resource gaps eat the margin sales promised.
Unified opportunity-to-cash flow: pipeline → quote → project setup → resourcing → time → invoice → revenue recognition.
Skills-based resource matching, capacity heatmaps, and demand-vs-supply forecasting in a single view.
Native iOS/Android capture with receipt OCR via Power Platform — approvals routed to the right manager automatically.
Power BI dashboards on WIP, EAC, billable utilization, and project-level P&L, refreshed nightly or live.
If yours isn’t here, ask in the consultation. We’ve probably answered it five times this month.
Free 30-minute consultation. We’ll walk through your current stack, identify the highest-leverage gaps, and tell you whether Dynamics 365 is the right fit.
Schedule consultation+1 434 443 7571