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Manage projects and project teams efficiently
With Microsoft Dynamics 365 for project-based businesses
Why do project-based businesses need an integrated platform?
Now, you could be using a custom, homegrown ERP solution or disparate systems for project management, time tracking, invoicing, resource planning, business intelligence and collaboration, or even spreadsheets to manage these functions. In an IT environment filled with multiple systems, your data is residing in multiple tools, which are not connected, leading to a lack of a consolidated view of projects.
An integrated platform addresses these challenges by bringing together all your functions – project management, resource management, billing and invoicing, human capital management and time recording. Connecting these functions gives you an extra layer of visibility to help you make decisions based on real-time information from across the project life-cycle.
An integrated platform that connects what matters most to you
project management needs under one hood.
evergreen + empower: A single platform for your project-based business
- Integrate customer relationship management tools with proposals, contracts, and billing
- Determine the relationship strength of a contact with a scoring system that measures the different interactions
- Find the best connection path to the prospect
- Take decisions based on scores of who is best to progress an opportunity with the prospect
- Identify up-sell opportunities into project accounts
- Manage pipeline with a unified sales and marketing dashboard
Get up to date, accurate, and intelligent client analytics with empower client 
Efficiently plan resources to ensure maximum utilization with empower resource
- Align the right people to the right projects by leveraging easy-to-use resource planning tools that support both centralized and decentralized resourcing scenarios (remote working) to staff projects more efficiently as well as resolve resource conflicts instantly.
- Ensure higher utilization rates and greater project margins with a solution that supports collaboration and communication.
- View projects in pipeline and plan resources
- Gain visibility into the status of projects
- Reduce overservicing by identifying a project at risk of budget overrun
- Shorten the project-planning cycle
- Increase productivity with effective time capture and approval processes
- Track billable and non-billable hours by project
Efficiently plan resources to ensure maximum utilization with empower resource
Manage timekeeping and track work hours across projects with empower time
Reduce inefficiencies in approval workflow with empower approval
- Improve cash flow by invoicing clients quickly
- Support global, varied, and complex client billing with a powerful billing rules engine
- Create accurate and efficient invoices with the ability to constantly view any additional scope/change to the project
- Facilitate real-time access to inventory, WIP, sales, purchasing, and financial information across multiple locations
- Monitor project budgets to actuals, eliminating overruns
- Gain visibility into project financial data including revenue, profitability, and cash flow with integrated finance and operations
- Assess financial performance indicators against strategic plans
- Predict future financial outcomes with Microsoft Power BI and built-in AI capabilities
Get up to date, accurate, and intelligent client analytics with empower client
Get data-driven financial insights with key metrics with empower finance
- Organize and manage employee data effectively, for example, tracking employment contracts, tracking employee start/ leaving data, monitoring working hours, etc.
- Analyze the skills gap to proactively hire or retrain resources and bridge the capacity vs demand gap
- Create learning programs to improve engagement, productivity, and reduce employee attrition
- Introduce self-service functions to reduce costs and increase employee satisfaction
- Perform 360-degree employee reviews
- View and maintain working patterns for employees and contractors
- Perform payroll processing functions with ease by exporting employee data from evergreen to the third-party payroll system in specific templates, with updated details on starters/ leavers
- Enable additional security roles within the organization to accurately reflect the make-up of HR Teams
- Leverage HR functions that are embedded in the ‘flow of work’ – in Microsoft Teams, where employees spend most of their workday
Efficiently plan resources to ensure maximum utilization with empower resource
Get an intelligent assistant embedded in Microsoft Teams with empower assistant
Karo Healthcare enhances employee experience with sa.global and Microsoft. Watch the webinar
and enhance productivity.
Book your no-cost Microsoft Catalyst workshop now
If you have a vision for your project-based business but don’t know where to start, schedule a Microsoft Catalyst-certified workshop with our consultants – to investigate your project lifecycle for areas to accelerate, prioritize your challenges, and identify how to improve your project processes.
This no-cost session is a great opportunity for you to rethink your existing systems and see how Microsoft Dynamics applications can strengthen your project management processes.
Agenda |
Show and Tell: Overview and business impact of Microsoft Business Applications |
Dynamics 365 for Professional Services: Walkthrough of evergreen + empower from sa.global |
Data and Insights: Ready business apps, assistants, and report packs for Professional Services |
Quick time to value: Get running in weeks, not months with sa.go! |
Realize the value of evergreen + empower for your business within 3 months with sa.go!
evergreen + empower for your business
For law firms
Transform the way your law firm works with evergreen + empower – a single solution that covers all the critical areas of your practice: from business development to finance and operations.
For IT Services companies
evergreen for IT Services serves the entire value chain of an IT Services firm managing core functions like project management, time and billing, scheduling, and onboarding.
For Ad & Mktg agencies
Turn the priorities of your advertising and marketing agency into growth with evergreen + empower – a cloud-based single-platform that supports you from bidding to billing.
For AEC firms
evergreen for AEc offers a single, integrated platform that connects all project data giving AEC firms the visibility to make teams more productive, and the firm more profitable.
project-based business?
