For finance and project leaders
Protect project margins
See project costs, delivery progress, time and expenses together—so your team can investigate margin pressure before the next reporting cycle.
Book a 30-minute diagnosticWhen this is the right conversation
Construction, housing, field service and other project-led organisations using Microsoft 365 or Dynamics 365.
Timesheets arrive late. Scope changes sit outside the budget. Finance spends the reporting cycle chasing project updates. A shared view helps teams agree what needs attention and who owns the next action.
What the engagement covers
- Discovery and a process blueprint covering project, resource, time and expense workflows.
- Configuration of the agreed workflows and finance visibility.
- An executive dashboard covering project margin, overdue approvals, utilisation and invoice blockers.
- An adoption plan for project and finance teams, with training and handover.
How delivery takes shape
- Map the process and establish which data can be trusted.
- Configure the agreed workflows and validate them with your team.
- Review the dashboard, train users and agree an adoption cadence.
Scope and commercial terms
The proposal defines the entities, workflows, dashboards and integrations included. Licensing, extensive data cleansing, legacy migration and additional development are scoped separately. Delivery dates and discovery timing are agreed after reviewing access, readiness and availability.
Pricing is provided in a proposal after we agree the scope.
Technology supporting the offer
Relevant delivery experience
Existing compliance and finance projects illustrate our delivery experience. They are not case studies of this newly packaged accelerator.
Explore client work →Your questions
Do we need to replace our finance system?
Not necessarily. We first map your current systems and agree where project and finance information should be maintained.
Will you guarantee a margin improvement?
No. We help establish visibility and operating controls. Results depend on data quality, adoption and the commercial decisions your team makes.
What happens in the diagnostic?
We discuss how costs, time, approvals and changes reach finance, identify the largest visibility gap and agree whether a scoped accelerator is appropriate.
People. Process. Technology.
Make the handoffs visible.
Follow costs, time and approvals through the project. Identify the gaps before agreeing the operating view.
Start with the problem that matters most.
Tell us where work slows down, what your team uses today and what needs to change. We’ll use a focused conversation to establish whether we can help.
Book a 30-minute diagnostic