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 Benefits

Unified Business Operations: Eliminate silos by running projects, supply chain, and financials in one seamless system.
Real-Time Margin Control: Protect project profitability with live visibility into actual labor, material, and production costs as they occur.
Streamline Quote-to-Delivery: Increase win rates and accuracy by connecting sales configurations directly to engineering and production plans.

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 Benefits

Align Ops and Finance: Replace disconnected spreadsheets with a single source of truth that syncs site progress with financial reporting.
Proactive Cost Management: Forecast final margins accurately by tracking committed costs and budget variances in real-time.
Optimized Supply Chain: Improve cash flow and productivity by driving material procurement directly from the project schedule.

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 Benefits

Total Program Visibility: Connect high-level program milestones to detailed execution data for complete traceability across multi-year contracts.
Automated Compliance: Reduce overhead by natively handling EVM and government reporting standards within your core business system.
Audit-Ready Governance: Enforce process workflows and maintain records for every decision, ensuring you are always audit-ready.

Energy & Utilities

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

Key Benefits

Maximize Capital Efficiency: seamlessly bridge construction data into operations to lower long-term maintenance costs and improve ROI.
Precision STO Execution: Minimize costly downtime by integrating resource and material planning for critical maintenance events.
Unified Asset Lifecycle: Manage the full financial and operational life of your assets alongside your project controls in one integrated platform.

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 Benefits

Profitable Contract Delivery: Accurately track complex service engagements to ensure client billing aligns perfectly with work performed and costs incurred.
Accelerate Quote-to-Cash: Connect scientific milestones directly with financial triggers to speed up invoicing and revenue recognition.
Validated Operational Control: Maintain strict compliance and traceability on client projects without sacrificing the agility needed for R&D.

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 Benefits

Fiscal Transparency: Link every procurement and labor transaction to specific project outcomes for real-time accountability and visibility.
Automated Budget Control: Eliminate misappropriation risk by automating complex budget allocation logic to ensure spending adheres to approved budgets.
Streamlined Procurement: Accelerate vendor selection and contract management while enforcing workflows.

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 Benefits

Maximize Utilization: Forecast resource demand based on live project data to ensure your most valuable talent is always deployed profitably.
Seamless Revenue Cycle: Eliminate leakage by triggering billing milestones directly from the project plan for faster, more accurate invoicing.
Protect Engagement Margins: Manage complex contracts directly within your financial system to track burn rates and prevent profit erosion.

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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