Solution
Project Operations
Professional services profitability depends on knowing where time goes, which projects are healthy, and whether billing reflects reality. We implement Dynamics 365 Project Operations to give your firm a single platform for resource planning, time tracking, expense management, and client billing. Leadership sees utilisation and profitability in real time — not reconstructed at month-end.
Solution
Project Operations
Professional services profitability depends on knowing where time goes, which projects are healthy, and whether billing reflects reality. We implement Dynamics 365 Project Operations to give your firm a single platform for resource planning, time tracking, expense management, and client billing. Leadership sees utilisation and profitability in real time — not reconstructed at month-end.
WHY PROJECT OPERATIONS
Why Workflow Orchestration
The Foundation of Services Profitability
You sell time. If you can’t see where it’s going in real time, you’re managing profitability on a delay.
Resource Visibility
See who’s available, what skills they have, and where they’re allocated. Staff projects from data, not hallway conversations.
Resource Visibility
See who’s available, what skills they have, and where they’re allocated. Staff projects from data, not hallway conversations.
Accurate Billing
Time and expenses flow directly into invoicing. Billing is generated from approved entries, not reconstructed from memory or spreadsheets.
Accurate Billing
Time and expenses flow directly into invoicing. Billing is generated from approved entries, not reconstructed from memory or spreadsheets.
Early Warning on Project Health
Real-time dashboards show budget consumption, milestone status, and profitability by project. Problems surface while there’s still time to act.
Early Warning on Project Health
Real-time dashboards show budget consumption, milestone status, and profitability by project. Problems surface while there’s still time to act.
Capabilities
What This Looks Like in Practice
The building blocks behind every Project Operations implementation we deliver.
Resource Planning
Assign team members based on skills, availability, and capacity. See the full resource picture across the firm in one view.
Resource Planning
Assign team members based on skills, availability, and capacity. See the full resource picture across the firm in one view.
Time & Expense Tracking
Team members log time and expenses against projects with correct billing codes. Submissions route for approval before flowing to billing.
Time & Expense Tracking
Team members log time and expenses against projects with correct billing codes. Submissions route for approval before flowing to billing.
Milestone Management
Track project milestones, deliverables, and completion status. Clients and project managers see progress without requesting updates.
Milestone Management
Track project milestones, deliverables, and completion status. Clients and project managers see progress without requesting updates.
Profitability Dashboards
Real-time project profitability based on actual hours and costs. Report at project, client, practice area, or firm level.
Profitability Dashboards
Real-time project profitability based on actual hours and costs. Report at project, client, practice area, or firm level.
Client Billing
Generate invoices from approved time and expense entries. Supports hourly, fixed fee, milestone-based, and retainer billing models.
Client Billing
Generate invoices from approved time and expense entries. Supports hourly, fixed fee, milestone-based, and retainer billing models.
CRM Integration
Sales and delivery live on the same platform. When a deal closes, project setup flows automatically — no manual handoff between business development and delivery.
CRM Integration
Sales and delivery live on the same platform. When a deal closes, project setup flows automatically — no manual handoff between business development and delivery.
our Process
We Understand Your Challenges
Track Time. Protect Margins.
We implement Dynamics 365 Project Operations to give your firm a single platform for resource planning, time tracking, and client billing — with real-time visibility into utilisation and project profitability.
01
Discovery Call
We listen to your operational challenges, identify where the biggest friction sits, and assess whether there’s a fit. No pitch deck — just an honest conversation.
01
Discovery Call
We listen to your operational challenges, identify where the biggest friction sits, and assess whether there’s a fit. No pitch deck — just an honest conversation.
02
Process Review & Scoping
We map the specific workflows causing the most pain, define what automation looks like, and deliver a fixed-price scope with clear deliverables and timeline.
02
Process Review & Scoping
We map the specific workflows causing the most pain, define what automation looks like, and deliver a fixed-price scope with clear deliverables and timeline.
03
Proof of Concept
Before committing to a full engagement, you see a working prototype built on your actual process. You evaluate it, give feedback, and decide whether to proceed.
03
Proof of Concept
Before committing to a full engagement, you see a working prototype built on your actual process. You evaluate it, give feedback, and decide whether to proceed.
04
Build & Deliver
We build the full solution, train your team, and hand over documentation. Your team owns the result — no ongoing dependency on us to keep it running.
04
Build & Deliver
We build the full solution, train your team, and hand over documentation. Your team owns the result — no ongoing dependency on us to keep it running.
05
Training & Ongoing Maintenance
We provide training for your super users, and keep maintaining and extending your solution.
05
Training & Ongoing Maintenance
We provide training for your super users, and keep maintaining and extending your solution.
Technology
Built on Microsoft Power Platform
We leverage Microsoft's enterprise-grade platform for workflow automation. This means seamless integration with your existing Microsoft tools and a platform your team can maintain.
Native integration with Microsoft 365
Enterprise security and compliance
Low-code platform your team can evolve
Hundreds of pre-built connectors
FAQ
Frequently Asked Questions
Everything you need to know about working with us.
Still have questions? We're here to help.
How is this different from a generic project management tool?
Generic project management tools track tasks and timelines. Project Operations is designed specifically for services firms that sell time. It connects resource planning, time and expense tracking, and client billing in a single platform. The difference is that project health is measured in terms of utilisation, billability, and profitability, not just task completion. Leadership sees the commercial reality of every engagement in real time.
Can the system handle different billing models?
How does resource planning work across the firm?
Will our team actually use it, or will it feel like overhead?
How is this different from a generic project management tool?
Generic project management tools track tasks and timelines. Project Operations is designed specifically for services firms that sell time. It connects resource planning, time and expense tracking, and client billing in a single platform. The difference is that project health is measured in terms of utilisation, billability, and profitability, not just task completion. Leadership sees the commercial reality of every engagement in real time.
Can the system handle different billing models?
How does resource planning work across the firm?
Will our team actually use it, or will it feel like overhead?
How is this different from a generic project management tool?
Generic project management tools track tasks and timelines. Project Operations is designed specifically for services firms that sell time. It connects resource planning, time and expense tracking, and client billing in a single platform. The difference is that project health is measured in terms of utilisation, billability, and profitability, not just task completion. Leadership sees the commercial reality of every engagement in real time.
Can the system handle different billing models?
How does resource planning work across the firm?
Will our team actually use it, or will it feel like overhead?
Get Started
Ready to Transform Your Business Operations?
Schedule a consultation to discuss how AMPLIFY IT can accelerate your digital transformation journey with measurable results.
Get Started
Ready to Transform Your Business Operations?
Schedule a consultation to discuss how AMPLIFY IT can accelerate your digital transformation journey with measurable results.
Get Started
Ready to Transform Your Business Operations?
Schedule a consultation to discuss how AMPLIFY IT can accelerate your digital transformation journey with measurable results.