Who We Help: Industries & Use Cases

PlanAutomate is engineered to manage the intricate planning, resourcing, and execution challenges of the world’s most demanding project-driven sectors. See how we help your industry thrive.

We Solve the Core Challenges of Project-Centric Industries

For the world’s most complex industries, generic ERP and project tools fail because they treat projects as separate, disconnected components from your core financials, supply chain, human resources, and critical infrastructure.

PlanAutomate is different. We built a single source of truth that connects every project, task, milestone, cost, and resource across your organization.

ETO Manufacturing

For Engineer-to-Order manufacturers, PlanAutomate connects your delivery teams in one platform. Integrate and manage the entire project lifecycle, including all associated processes and financials in one system.

Key Capabilities

Project Modeler: CPQ-like functionality to configure, price, and plan complex, multi-stage projects. ⭢
Integrated BOM & Schedule: Dynamically link your design, procurement, and production schedules. ⭢
Resource & Capacity Planning: Balance design, engineering, and production workloads in real-time. ⭢

Engineering & Construction

Deliver complex capital projects on time and on budget. PlanAutomate provides end-to-end project controls, from initial bid to final closeout, managing risk, resources, and financials across every phase.

Key Capabilities

Advanced Work Planning: Structure projects for optimal execution from design and engineering to construction and installation. ⭢
Project Supply Chain: Dynamically link your project schedule to material schedules for complete in sync delivery. ⭢
Cost-Loaded Schedule: Plan and time phase your labor and material budgets according to the project schedule. ⭢
POC Billing: Track progress against estimates and bill clients based on percent complete. ⭢

Aerospace & Defense

Manage complex programs with ironclad compliance. We provide the high-level program management and detailed project controls required for government contracts, with full traceability and support for standards like EVM.

Key Capabilities

Program & Portfolio Management (PPM): High-level oversight for multi-year, multi-project programs. ⭢
Earned Value Management (EVM): Native support for reporting CPI, SPI, and other contract requirements. ⭢
Compliance & Audit Trails: Enforce workflows and maintain traceable records client requirements.

Energy & Utilities

Optimize the entire asset development projects, from estimation, planning and scheduling, to execution against milestones to deployment.

Key Capabilities

Capital Project Management: Control costs and schedules for new builds and grid modernization. ⭢
Shutdown, Turnaround & Outage (STO) Projects: Detailed planning for complex, high-stakes maintenance projects. ⭢
Regulatory Compliance: Embed auditability and reporting into every workflow.

Biotech, Life Sciences & Pharma

Manage complex R&D, new facility projects, and lab operations with precision. PlanAutomate provides the robust project controls and auditable framework needed to navigate stringent quality standards and accelerate time-to-market.

Key Capabilities

R&D Pipeline Management: Visualize and manage your entire research and development portfolio. ⭢
Complex Project Controls: Plan and execute multi-phase projects, managing resources, timelines, and dependencies. ⭢
Quality & Compliance Workflows: Enforce project gates, manage documentation, and maintain full audit trails.

Public Sector / Government

Deliver public projects with full accountability and transparency. Manage complex public works, IT modernizations, and agency programs while tracking budgets, resources, and procurement workflows in one central system.

Key Capabilities

Fund Management: Track allocation, spend, and reporting for different funding sources. ⭢
Procurement/Subcontract Workflow Automation: Manage RFI/RFP processes and vendor contracts. ⭢
Project Dashboards: Automated transparency reporting for key stakeholders. ⭢

Advanced Professional Services

Maximize utilization and profitability for your most complex client engagements. From architects and engineers to system integrators and management consultants, PlanAutomate helps you model, staff, and manage projects based on complex SOWs, ensuring client success and financial control.

Key Capabilities

Statement of Work (SOW) Modeling: Scope projects and align resource plans directly from your initial quote. ⭢
Resource Management & Utilization: Forecast demand and staff projects with the right skills. ⭢
Project Accounting: Track time, expenses, and billable milestones for accurate invoicing. ⭢
Status Reporting: Automated, professional reports for project stakeholders. ⭢

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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