Industry Solutions

Professional Services.

Professional-services firms make their margin in the gap between sold and billed. The Dynamics 365 work that pays for itself here is Project Operations — connecting quoting to delivery to time entry to billing, without a spreadsheet at the seam.

What we're seeing

What we're seeing in professional services right now.

  • Utilization is the single margin lever left.
    Pricing pressure on professional services is real and not reversing. Firms that want to protect margin are doing it through utilization, realization, and project-level visibility — not through rate increases. The platforms that surface that data daily, not monthly, are where leadership is investing.
  • AI is reshaping what "leverage" means in services.
    The traditional pyramid — one senior architect, ten associates, fifty offshore — is being pressured by AI tooling that does what the lower tiers used to do. Firms are restructuring around senior consultants augmented by AI. The ones that get there first are pricing for outcomes, not hours.
  • Buyers want outcome accountability, not just hours.
    Enterprise buyers of professional services have stopped accepting time-and-materials engagements without outcome metrics attached. The firms with the platforms to track delivery against committed outcomes — not just timesheet hours — are winning the work and the renewals.
  • Project complexity is rising faster than firms can staff for it.
    The mix of work is shifting toward larger, longer, more cross-functional engagements. Firms that used to win on rate are now winning — or losing — on whether they can coordinate a multi-month engagement without the system getting in the way.
The Opportunity

Where the platform pays back inside one fiscal year.

  • Bring quoting, resourcing, and billing onto one platform — so the seam between sold and delivered stops costing margin.
  • Design time entry that consultants will actually do daily, so revenue recognition runs against live data instead of Friday's scramble.
  • Move utilization, realization, and margin onto a dashboard partners can open in the same session as the pipeline — and decide on, while it still matters.
  • Bring subcontractor billing into the platform with shared rules, so any controller can run the close — not just the one who built the spreadsheet.
How we approach it

Senior architects, deep domain depth, a Microsoft Engineering line.

We do not staff this work with a delivery pod learning the vertical on your timeline. Our consultants have shipped Dynamics in professional services before — including the gnarly parts. We bring a real architecture, an honest risk register, and the option to escalate into Microsoft Engineering when a platform question shows up. The engagement is sequenced so the business never trades operational continuity for the migration.

Solutions for Professional Services

What we typically run.

Project Operations

Quote-to-cash, resourcing, time, expense, and project accounting on one platform.

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Solution Architecture

The integration layer between Project Operations, Finance, and whatever HRIS the firm decided to keep.

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Power Platform

Custom apps for the firm's own intake, staffing, and partner-review workflows.

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Implementation Framework

A rollout that does not park new business while the system goes in.

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Finance & Supply Chain

The financial close, intercompany flows, and project accounting for multi-entity professional-services firms. Where Project Operations meets the GL.

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Want to talk about this?

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