Dynamics 365 PSA
A cloud-based foundation for project planning, execution, tracking, resource management and billing.
Organisation overview
Project delivery made clearer for teams and leaders
The organisation delivers business applications that help teams improve customer satisfaction, productivity and decision-making. It needed a more efficient way to manage projects, resources, budgets and delivery expectations.
Growing delivery complexity made it harder to maintain project visibility, manage costs and ensure timely delivery. The organisation needed a practical PSA solution that could support its evolving operations.
The business challenge
Disconnected project management was slowing service delivery
Delivery teams needed a clearer way to plan projects, allocate resources, manage costs and keep stakeholders informed of progress.
01
Limited project visibilityWithout real-time tracking, teams could not easily see
project status, resource utilisation or budget position.
02
Complex resource managementProject managers needed a better way to allocate
skills, reduce downtime and balance workloads across initiatives.
03
Manual billing and administrationManual time tracking, invoicing and
transactional processing increased effort and slowed financial control.
The connected solution
One connected platform for projects, resources and financial control
Vaden Consultancy implemented a tailored Professional Services Automation solution that brings project management, resource allocation, billing and real-time reporting into one connected operating model.
Real-time project tracking
Live visibility into project progress, resource utilisation, budgets and delivery status.
Automated resource allocation and billing
Configured workflows that support the allocation of skills and resources, time tracking and invoicing.
Process automation and integration
Integrated existing information and automated transactional processing, data analysis and workflow triggers.
AI-powered data validation
AI and machine-learning cognitive services improve data quality, accuracy and productivity for service teams.
Identity validation controls
Facial-recognition technology supports identity validation and helps improve the accuracy of verification processes.
A connected PSA process helps customers move from project scope to successful delivery
with less effort.
Implementation approach
Designed for efficient projects and confident delivery
The solution introduced a connected PSA operating model, from initial project scoping to ongoing optimisation, while integrating existing data and supporting user adoption.
01
Planned and scoped the solutionAligned stakeholders on project goals, delivery needs and
the operating processes the PSA solution needed to support.
02
Configured Dynamics 365 PSATailored workflows, resource allocation and billing
structures to match the organisation's project-management processes.
03
Integrated, trained and validatedIntegrated existing data, trained users and tested the
solution rigorously before go-live.
04
Optimised after go-liveProvided ongoing support, used feedback to refine workflows and
improved performance over time.
PSA project workspace
Project status overview
▤
Project delivery planWork packages on track
IN
REVIEW
▤
Resource allocationSkills matched to demand
APPROVED
▤
Billing workflowInvoice ready
READY
Benefits delivered
Stronger project delivery and service operations
The integrated platform improved how teams plan projects, allocate resources, monitor financials and deliver services with greater confidence.
✓
Improved project visibilityReal-time insights into project progress,
resources and financials support more informed decisions.
↗
Enhanced resource managementOptimised allocation of skills and
resources helps reduce downtime and improve utilisation.
◉
Streamlined billing and invoicingAutomated time tracking and billing
processes support accurate, timely invoicing.
⌘
Greater productivity and collaborationIntegrated workflows automate
routine tasks, accelerate decisions and strengthen collaboration across teams.
“The solution brought project planning, resources, time tracking, billing and reporting into
one connected digital operation—supporting more efficient professional service delivery.”