Client
Ergo
Technology
Dynamics 365 Project Operations
Introduction
Microsoft Dynamics 365 Project Operations seamlessly manages an organisations Sales, Resourcing, Project Management & Invoicing / Billing business processes into a single cloud-based scalable platform. This powerful platform empowers organisations to win more deals, accelerate project delivery & maximise utilization / profitability.
Ergo adopted Dynamics 365 Project Operations to optimise its processes across the core business functions organisation wide. This case study explores the challenges Ergo faced, the solutions delivered through Dynamics 365 Project Operations & the transformative impact that this platform had on internal operations at Ergo.
Challenge
As the Ergo organisation scaled, a number of key operational challenges around Sales Management, Resourcing, Project Management & Billing were identified. These challenges centered around having the ability to combine data from multiple sources, some gaps from a business process perspective & access to a holistic view of operational activities. These challenges led to a number of cumbersome manual processes & unnecessary inefficiencies.
Solution
To address these challenges, the Ergo team implemented Microsoft Dynamics 365 Project Operations as a unified platform across our operational landscape. By integrating directly with our existing Dynamics 365 Sales implementation, the solution provided a consolidated view of sales pipelines & aligned them with resource planning activities & invoicing / billing processes.
Project Management
All Ergo Project Management activities were centralised within the Dynamics 365 Project Operations platform, consolidating all Project Management activities such as project timelines, team roles, project tasks & invoicing. This centralisation enhanced visibility & control enabled better coordination between departments, improved responsiveness through real-time updates & access to a Programme level view of all projects. As a result, projects stayed on track & within budget more consistently.
Project Resourcing
The platform’s powerful scheduling engine brought significant improvements to resource management, capacity planning & team projections. Team members were allocated more efficiently, minimising underutilisation & overbooking. By having access to real-time data, weekly resourcing calls became more streamlined & the team had the ability to proactively review, plan & adjust bookings based on customer & project demands.
Time Tracking
For time tracking, Ergo introduced the Ergo Team Member model driven app which streamlined & automated the timesheet entry process. This greatly improved the accuracy & timeliness of billable & non-billable hour capture, while also ensuring that time data seamlessly rolled up to project financials. The improved data integrity contributed to better decision-making & more accurate financial reporting.
Billing & Invoicing
In the area of billing & invoicing, the integration of project data enabled the generation of timely & accurate invoices. This not only improved cash flow & financial management but also increased customer satisfaction by delivering greater consistency & transparency in billing.
Impact
The implementation of Dynamics 365 Project Operations delivered measurable improvements across Ergo’s internal operations:
- Improved Sales Forecasting: Increased visibility into sales pipelines enabled more accurate planning & alignment with resource availability.
- Optimised Resource Utilisation: Centralised scheduling reduced underutilisation & overbooking, enhancing overall team productivity.
- Enhanced Project Management: A unified system provided better coordination, real-time tracking & improved delivery timelines.
- Accurate Timesheet Tracking: Automation reduced manual errors & delays, improving the reliability of billable hour data.
- Streamlined Billing & Invoicing: Timely & precise invoicing strengthened cash flow & boosted client satisfaction.
- Centralised Reporting: The ability to access & report on key data from all core Ergo business functions in a centralized fashion.
Conclusion
By adopting Microsoft Dynamics 365 Project Operations, we have significantly enhanced our internal processes, achieving greater efficiency, agility, productivity, & financial performance. While Dynamics 365 Project Operations offers a comprehensive solution on its own, it also serves as a foundation that can be extended through other Dynamics 365 applications such as Customer Insights – Journeys, Human Resources & Customer Service. For Ergo, this transformation not only solved immediate operational challenges but also laid the groundwork for scalable, future-ready growth.
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