We Connect Your Projects to Your Business

PlanAutomate delivers what project-driven companies have always needed: A single, intelligent system for your entire business. We do this using Microsoft Dynamics 365 Finance together with our own solutions and services.

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Our Unwavering Focus: Project-Driven Business

ETO Manufacturing

Engineering & Construction

Aerospace & Defense

Energy & Utilities

Pharma & Biotech

Advanced Professional Services

For most Microsoft partners, projects are just one module. For us, projects are everything.

Our entire company, platform, and methodology are built to solve the unique, complex challenges of industries like ETO manufacturing, engineering, construction, and advanced professional services.

This singular focus means our expertise is deeper, our implementations are more thorough, and our platform is purpose-built to handle the complexities other systems ignore. We are the only partner who understands that in your company, projects aren’t just a part of the the business, they are the business.

Projects are in our DNA

4 Pillars: One End-to-End Solution

We provide the complete ecosystem to master your project-driven business. We don’t just sell you software, nor do we implement a generic ERP and hope it fits. We deliver the core pillars necessary for total control and success.

Dynamics 365 Finance

We are all-in on the Microsoft ecosystem. Dynamics 365 Finance is the world-class, secure, and scalable ERP platform that modern enterprises trust to run their core financials, supply chain, and operations. PlanAutomate transforms D365 from this powerful ERP into a complete Project-Driven Operating System.

Key Features:

Unified Global Financials
Secure & Scalable Platform
Integrated Supply Chain

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Superior Project Technology

We provide the most advanced and comprehensive project system in the Microsoft ecosystem, purpose-built for Dynamics 365 Finance. It scales from the simplest to the most complex projects, unifying financials, operations, and governance. This isn’t just a platform; it’s an intelligent system. Integrated PlanVector AI moves beyond “book-smart” AI and provides “experienced” causal analysis, predictive foresight, and proactive risk mitigation.

Key Features:

The most comprehensive Project Automation System for D365
Integrated “Veteran AI” for causal & predictive insights
Scales from simple to highly complex projects

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Unparalleled Project Expertise

Our team isn’t just IT consultants; they are seasoned project professionals from industries like yours: Engineering and Construction, ETO Manufacturing, Aerospace & Defense, etc. We don’t just understand your pain points; we’ve lived them. We speak your language and know what it takes to succeed. This deep expertise allows us to go beyond software, partnering with you to execute the business process reengineering required to elevate your organization to a new level of maturity and profitability.

Key Features:

Consultants are project industry veterans
Deep understanding of your unique processes
Expertise in strategic business process transformation

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Your Complete End-to-End Partner

As a full-service Microsoft Partner, we are your single, trusted guide for your entire D365 journey. We provide the total solution: our advanced project software seamlessly integrated with a full D365 Finance ERP implementation. This gives you unified accountability. No more vendor blame-games between your software provider and your implementation partner. You get one partner, strategically aligned with your project-driven goals, responsible for delivering a holistic solution that works.

Key Features:

Full D365 Finance implementation & consulting
Total solution (PlanAutomate Project Automation + Core ERP)
Single-vendor accountability

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What This Means for Your Business

This unified approach with Technology + Expertise + Partnership is how we transform your business from a state of reactive firefighting to one of predictable, profitable control.

A Single Source of Truth

Connect all project processes and data in a single system for real-time access to critical information.

Proactive Decision Making

Stop spending your time gathering information and looking for problems. Let our system and AI-driven insight help guide outcomes to success.

Unified Accountability

One partner, one solution, zero excuses.

Scalable Governance

Confidently scale your business on a secure, deterministic, and unified Microsoft platform.

Explore how we enable your people to do more

Augment Your Team with an AI Expert

Amplify your team’s intelligence with causally-aware AI analysis that collaborates and steers projects to success.

Imagine if everyone on your project team had access to a project management veteran with 20 years experience, whose job it is to constantly analyze their projects looking for subtle issues that could turn into big problems later.

That’s what we built.

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Project Modeling

Revolutionize the way you build projects: Faster and with more Control.

Build complex projects in minutes instead of hours, days, or even longer.

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High-Performance Project Scheduling

Capable for even the biggest, most complex projects.

A robust, high-performance cloud-based scheduling engine that can seamlessly manage projects with thousands of tasks, resources, and dependencies spanning multiple years.

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Project-Driven Supply Chain

Seamless coordination of production and procurement with your projects.

ETO manufacturers, construction, and various project businesses that depend on accurate and timely delivery of materials need a project-driven supply chain.

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Schedule-Driven Estimation

Seamlessly Connect Your Project Schedule with Estimation & Budgeting

In complex projects, accurate estimation is everything. PlanAutomate ensures your estimates aren’t just guesses—they’re built directly from your project schedule.

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Schedule-Driven Month End

Precise Financial Control

Seamlessly integrate project schedules with financial data, ensuring real-time visibility into cost and revenue numbers.

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Project Autopilot

Intelligent Automated Oversight for Projects

Project Autopilot provides an intelligent, automated monitoring system that continuously scans project data for risks, anomalies, and deviations—giving project leaders real-time insights and proactive alerts before problems escalate.

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