Know the project margin while you can still do something about it.
For project-based organizations the business runs on quotes, resources, time, expenses and billing. AIM implements and runs project operations on Dynamics 365 and SAP S/4HANA so those steps happen in one system and the margin is visible during the project rather than after it.
You find out a project lost money when you invoice it.
In most professional services and project-based businesses the quote lives in one tool, resourcing in another, time sheets in a third and billing in the ERP. Work in progress is reconciled monthly by someone in finance who did not work on the project. By the time an overrun is visible, the only decision left is how to explain it.
The same fragmentation makes utilization a guess, revenue recognition a manual exercise, and resourcing a matter of who shouts loudest. Joining quote to cash in one system fixes most of it, provided the project structure and billing rules are designed with the people who run the projects.
Quote to cash, in one system.
Implement
Project contracts, estimates, resourcing, time and expense, billing and revenue recognition, designed around your delivery model: fixed price, time and materials, milestone, or a mix.
Optimize
Project structure and billing rule review, time capture adoption, work-in-progress and revenue recognition clean-up, and utilization reporting that delivery leaders trust.
Extend
Project data in Microsoft Fabric for portfolio and margin analytics, integration with CRM for quote-to-project handover, and client-facing portals on Power Platform.
Support
Month-end and billing-cycle support, release management, and a backlog owned jointly with finance and delivery.
Where AI changes the work on projects.
Status reports drafted from time, cost and milestone data for the project manager to confirm
Time entry and expense exceptions flagged before billing
Resourcing requests matched to skills and availability for a resource manager to approve
Margin risk surfaced across the portfolio rather than found one project at a time
Dynamics 365 or SAP S/4HANA.
Dynamics 365 Project Operations
Project Operations implementation, optimization and support, connected to Dynamics 365 Sales for quoting and Dynamics 365 Finance for billing and revenue. AIM's own implementation includes Project Operations.
SAP S/4HANA
Project accounting and billing within S/4HANA implementation and ECC migration programs, and project data brought into Microsoft Fabric for margin and portfolio analytics.
Signs your project margin is invisible.
- Project overruns are discovered at invoicing
- Time sheets are late, incomplete or reconciled by finance
- Utilization is reported monthly and argued about
- Revenue recognition depends on a spreadsheet
- Resourcing decisions are made in meetings, not in the system
A low-risk first step.
An Executive Value Working Session with the head of delivery or the CFO and the platform owner, focused on the quote-to-cash path for one service line.