Dynamics 365 Project Operations
D365 Project Operations: Control your projects from start to finish and improve profitability with real-time data
Tired of not having reliable, real-time data on project progress? Are you still working with outdated Excel spreadsheets? Request a free DEMO and discover how to improve your project management.
THE CHALLENGE
Project Information Fragmented Across Areas
In project-oriented organizations, a lack of integration between areas leads to inefficiencies and loss of control.
This scenario often occurs when:
- Presales, execution, and billing operate on separate systems
- Teams manage projects with Excel or unconnected tools
- There is no real-time visibility into progress or profitability
- Resource planning is not aligned with actual workload
- Project financial control is performed retrospectively
On a day-to-day basis, this translates into:
- Cost overruns not detected in time
- Difficulty meeting deadlines
- Low resource utilization
- Inconsistencies between what was sold and what was delivered
- Lack of control over margins and profitability
Root of the problem
The problem is not the complexity of projects, but the fragmentation of information. Frequently:
- Sales, delivery, and finance work with different data
- Planning tools are not connected to execution
- There is no unified economic control model
- Processes depend on manual intervention
The lack of a specific solution for project-centric organizations limits the ability to scale with control.
SOLUTIONS
How we unify the project lifecycle
Revertis implements Dynamics 365 Project Operations, Microsoft’s solution designed to comprehensively manage the project lifecycle: from opportunity to financial close.
It’s not just about managing tasks, but about controlling the project business.
Unified Solution
Implementation of a unified solution for sales, execution, and finance.
Contract Models
Configuration of contract models (fixed price, time & materials, retainer).
Project Planning
Project planning (WBS, tasks, dependencies).
Resource Management
Resource management and optimization.
Time, Expenses, and Billing
Control of time, expenses, and billing.
Financial Monitoring
Comprehensive financial monitoring (costs, revenues, accruals).
OBJECTIVE
The goal is to have a single source of truth for the entire project cycle.
Transformation
From Dispersed Information to a Unified Project View
Before
Information dispersed across departments
Planning disconnected from execution
Reactive financial control
Low visibility of project status
Difficulty in anticipating deviations
After
Unified data throughout the project lifecycle
Planning connected with execution and finance
Real-time financial control
Complete visibility of progress and risks
Improved forecasting and decision-making
WHAT'S INCLUDED
The service covers all key Project Operations capabilities
Presales and Estimates
- Budget creation
- Detailed estimates
- Contract models (fixed price, T&M, retainer)
Planning
- Work Breakdown Structure (WBS)
- Schedules and dependencies
- Progress visibility
Resources
- Advanced resource management
- Skills and availability
- Allocation optimization
Time, Expenses, and Finance
- Time and expense capture
- Financial control (costs, revenues, accruals)
- Project billing
Integration and Reporting
- Integration with Dynamics 365 Sales
- Integration with Dynamics 365 Finance
- Reporting and analytics
Do you have real visibility into the profitability of your projects?
Request a free DEMO and get a diagnosis of your current model.
METHODOLOGY
How we approach Project Operations implementation
01
Initial Analysis
Evaluation of the current project management model
02
Operating Model Design
Definition of processes, contracts, and financial control
03
Solution Implementation
Configuration of Dynamics 365 Project Operations
04
Integration and Automation
Connection with existing systems and workflow optimization
05
Training and Follow-up
Team training and continuous improvement
RESULTS
Tangible Results for Your Projects
Organizations implementing Project Operations typically achieve:
- Improved cost and margin control
- Reduced project deviations
- Higher resource utilization
- Real-time visibility of project status
- Alignment between sales, execution, and finance
Direct impact on:
- Profitability per project
- Operational efficiency
- Planning capability
SUPPORT
Continuous support to evolve your project management
Ongoing Support
Continuous system support
Model Evolution
Evolution of the project management model
Optimization
Process and resource optimization
Business Adaptation
Adaptation to new business needs
ABOUT REVERTIS
An expert partner for project-oriented organizations
+20 years
of Microsoft Partner experience
Project-centric processes
Focus on project-oriented organizations
Sales, delivery, and finance
Ability to integrate the entire project lifecycle
Complex environments
Experience in demanding scenarios
Support beyond Go-Live
Business-oriented continuity
