How to Add Adeaca PBA to an Existing Microsoft Dynamics 365 Finance Solution
Project-based companies, aka Project Businesses, tend to manage their project financials, operations, and analytics data in a siloed environment with multiple point solutions that fail to integrate with one another. Oftentimes, executives of Project Businesses are making important decisions based on data that is unreliable and outdated.
To effectively manage the business side of the projects they deliver, it’s critical to implement a solution that automatically integrates project financials, operations and analytics on one platform.
Project Businesses using D365F often find the project management and accounting module in D365F wholly inadequate to support their business and end up utilizing disparate applications and tools to meet their needs. While D365F may seem at first glance to include features to support many critical processes in a typical project-based organization, the truth is that these capabilities are very basic, and provide insufficient sophistication and substance to effectively manage a Project Business.
That assessment is not surprising since D365F was originally developed for manufacturers and supply chain centric organizations. Although D365F offers some project accounting and billing functionality, it provides little support for financial and operational project management for Project Businesses.
Adeaca Project Business Automation
Project-based companies are not like traditional business in retail, manufacturing or distribution. Project Businesses have unique system requirements to support their business processes. That said, they need more than what D365F offers.
Adeaca Project Business Automation (PBA) brings the primary project functions of a Project Business inside the Dynamics ERP. What does that mean? PBA unifies and fully integrates all business processes on one platform to specifically meet the needs of project-driven companies. Instead of operating in D365F ERP and other point solutions to meet your needs, PBA allows you to get rid of different applications and operate within an all-in-one solution that allows you to instantly connect business processes across the company, resulting in real-time insight, lower risk and better outcomes.
If you’re already using D365F, no worries. Adeaca PBA can be added to an existing D365F solution without much disruption.
If you have already implemented the standard D365F project accounting module, you can still take advantage of Adeaca PBA and we will help with the transition. We will have to close off existing projects and re-create the projects including opening balances within the Adeaca PBA data model. A modest level of re-implementation will be required as many of the processes you’ve attempted to implement within the standard accounting module will be replaced by Adeaca PBA capabilities. However, the process is straightforward.
That said, if you have not already implemented D365F, it’s advisable that you acquire and implement Adeaca PBA at the same time as Dynamics and create that comprehensive business system from the outset.
Henrik is Adeaca's Head of Product Development. Henrik has deep roots in Microsoft Dynamics, having been part of the original Axapta ecosystem and Microsoft’s team after it was acquired. His knowledge of project industries and his systematic process design approach is a crucial component of Adeaca’s customers' success.
