Implementation & Deployment
Get it right the first time. Because there's no easy undo.
Deployment Type Selection
Microsoft offers three deployment types: Lite, Resource/Non-Stocked, and Stocked/Production. Each has fundamentally different capabilities, and there is no supported migration path between them. We help you evaluate your requirements against each deployment type so you make the right choice before committing.
End-to-End Implementation
From discovery workshops through configuration, data migration, testing, and go-live, we manage the full implementation lifecycle. Our approach emphasizes getting the foundational architecture right so you're not reworking it later.
Environment Setup & Configuration
Proper environment strategy, security configuration, solution layering, and Power Platform integration setup. We configure D365 PO to match how your project teams actually work.
Multi-Company & Legal Entity Configuration
For organizations operating across multiple legal entities, we configure inter-company transactions, resource sharing, and consolidated financial reporting within Project Operations.
Did you know? You can run stocked/production and non-stocked/resource-based scenarios on the same environment through legal entity-level configurations.
PSA to Project Operations Migration
Your PSA is end-of-life. Here's how to move forward safely.
Why Migrate Now
Microsoft ended commercial cloud support for Project Service Automation in March 2025. Every month you stay on PSA increases the risk of running unsupported software in your production environment.
Upgrade Path Assessment
We evaluate your current PSA configuration, customizations, integrations, and data to determine the cleanest upgrade path, whether that's a Lite deployment upgrade for existing invoicing workflows or a full Resource/Non-Stocked migration.
Pre-Validation & Data Migration
Before upgrading, we run pre-validation checks to identify potential issues, clean up data inconsistencies, and ensure your metadata is upgrade-ready. This prevents the painful post-upgrade surprises that catch most organizations off guard.
Post-Upgrade Optimization
After migration, we optimize your new Project Operations environment: tuning workflows, configuring the new AI-powered agents for time and expense, and training your team on what's changed.
Integration & Architecture
Making D365 PO work with everything else in your tech stack
The #1 integration issue we see: dual-write sync failures caused by incorrect initial mapping configurations. Getting the initial setup right eliminates 90% of ongoing sync problems.
Dual-Write Configuration
Dual-write keeps your Customer Engagement and Finance & Operations environments in sync. When it works, it's seamless. When it doesn't, it's a nightmare of data inconsistencies. We set up stable dual-write configurations and troubleshoot existing sync failures.
Power Platform Integration
Project Operations runs on Dataverse (Power Platform). We configure Power Automate flows, custom connectors, and Power Apps to extend PO's capabilities without breaking the upgrade path.
Microsoft Teams Integration
Enable project collaboration through Teams: linking project channels, enabling time entry from Teams, and connecting project communications to the PO record.
Dataverse Data Quality for Copilot
Microsoft's Copilot AI features in D365 are only as good as your data. We audit your Dataverse data quality, clean up inconsistencies, and ensure your data foundation supports accurate AI-generated insights.
“We don’t just implement software. We transform how your teams deliver projects.”
Katie Steele, Founder
Optimization & Rescue
Already live but struggling? We fix implementations others left behind
Implementation Rescue
If your D365 PO implementation isn't delivering what was promised, we diagnose the root causes, whether it's misconfigured deployment type, broken integrations, or gaps between the system and your actual business processes.
Performance Tuning
Slow time entry approvals, laggy resource scheduling, bottlenecked expense workflows. We identify performance issues and optimize configurations, workflows, and data structures to speed things up.
Resource Management Optimization
Configure resource proficiency models, skill-based matching, and capacity planning dashboards so you can actually see who's available, who's overbooked, and who has the right skills for incoming projects.
Financial Reporting & Revenue Recognition
Budget-to-actual tracking, WIP calculations, revenue recognition by accounting model. We set up the financial reporting that project-driven organizations need to understand true project profitability.
Copilot Readiness
Prepare your D365 PO environment for AI features by auditing data quality, configuring AI grounding, and ensuring your Dataverse data will produce accurate, useful Copilot outputs.
Training & Change Management
The best system in the world fails if nobody uses it
Role-Based Training
Project managers need different training than resource managers, and both need different training than the finance team. We build training programs tailored to each role's daily workflows in Project Operations.
Admin & Configuration Training
We train your internal team to handle ongoing configuration changes, user management, and basic troubleshooting so you're not dependent on external consultants for every adjustment.
Change Management Strategy
We help you build adoption plans that address the real reasons people resist new systems: unclear benefits, workflow disruptions, and fear of the unknown. Our frameworks focus on showing each role what's in it for them.