We are PlanAutomate: The Project-Centric Partner for Microsoft Dynamics 365

We don’t do everything for everyone. We do Finance, SCM, and Enterprise Project Management for project-driven companies, and we do it better than anyone else.

The “Boutique” Difference

We use the term “boutique” deliberately. It means we are specialized, focused, and selective. We do not attempt to be everything to everyone. Instead, we have mastered a specific domain: the complex intersection of project management, finance, and supply chain operations.

When you work with us, you work directly with experts who understand your specific business model. You will not find layers of junior staff learning on your dime. You will find a tight-knit team of specialists who deliver high-touch, precision service.

We Are Project Experts

We know the pain of running a project-based business because we have lived it.
Our consultants are not just career technologists. They come from the industries we serve. We are former project controllers, program managers, and operations leaders from construction, engineering, and manufacturing firms.

We understand the chaos of disconnected spreadsheets, the difficulty of forecasting revenue, and the pressure of thin margins. We don’t just know how to configure software; we know how to apply it to solve the real-world operational challenges you face every day.

Project-Centric Companies Require Project-Centric Technology

A standard ERP implementation often fails to capture the nuances of project delivery, leaving teams to rely on offline workarounds. We provide a complete technology stack. We implement Microsoft Dynamics 365 Finance and SCM as the powerful foundation, and we integrate our core Enterprise Project Management (EPM) system as the engine that drives your projects.

This combination delivers a single, unified source of truth. It bridges the gap between the shop floor and the finance department, ensuring that your technology works the way your projects actually run.

Customize with optional advanced packages

Empower your people with advanced features you won’t find anywhere else.

Adv. PM

Insight

Governance

RAIDO

Modeling

Select your optional industry kit

Tailor your system to your industry with additional capabilities that support your specific workloads.

Construction

ETO Manufacturing

Pro Services

Enterprise Project Management (EPM) Essentials

Essential Enterprise Project Management (EPM) capabilities embedded in Dynamics 365 Finance that align projects with finance, supply chain and HR.

EPM Essentials

(Estimation, Scheduling, Costing, Resource Management)

The Foundation: Microsoft Dynamics 365 ERP

We implement your D365 ERP with projects at the core. We can also build from your existing implementation.

Finance

SCM

HR

Who we serve

We work with project-driven organizations across all industries. Some of the most common companies we work with run projects in:

  • ETO Manufacturing
  • Engineering
  • Construction & Modular Building
  • Aerospace & Defense
  • Pharmaceutical & Biotech CDMOs
  • Energy & Utilities
  • Professional Services

If your business runs on projects, but your systems weren’t designed for it, we built PlanAutomate for you.

Our Promise

We don’t just deliver software. We deliver transformation, with empathy, clarity, and deep expertise in how project-driven businesses actually operate.

When you partner with PlanAutomate, you gain more than a platform. You gain:

  • A strategic guide for change
  • A champion for your people
  • A system that actually works the way you work

Because at the end of the day, it’s not about technology.
It’s about giving your people the power to perform at their highest level.

Our History: The Journey to PlanAutomate

PlanAutomate began in 2007, building on Axapta, which became Microsoft Dynamics AX and is now Microsoft Dynamics 365 Finance, for leading enterprise-grade stability and scalability. From the start, our solution went beyond traditional project tools, offering capabilities that empowered people to do more than they thought was possible.

We realized that technology alone wasn’t enough. To fully leverage our system, companies needed to redesign their processes and rethink their operations. Transformation wasn’t optional, it was essential.

That’s why we built our services team, composed of industry experts who guide customers through their transformation. Today, PlanAutomate delivers the ultimate system for project-driven businesses who want to enable their teams to achieve more.

Plan for profits. Plan for risk. Plan for growth. That’s PlanAutomate.

Ready to empower your team with PlanAutomate?

Reach out to us today to schedule a consultation.

Get Started