- Industries
Transform Professional Services Industry with Connected Business Operations
Connect Your Professional Services Business from Project to Profitability
Professional services businesses need project delivery, resources, customers, billing, and finance to work as one connected operation. When systems stay fragmented, project data gets stuck, resources are misaligned, billing becomes manual, and leadership loses visibility into profitability and performance. DynaSUM starts with how your business actually works. We identify process gaps, data silos, manual effort, and visibility issues, then apply Microsoft Business Applications, AI, data, cloud, and automation where they create measurable business value. Practice management software can support this connected approach by bringing client, project, resource, and operational workflows into one environment.
Professional Services Solutions
Technology, AI, and operational capacity come together at DynaSUM to give professional services firms one connected way of running the business.
Dynamics 365 & Business Applications
Connect finance, sales, customer service, projects, operations, and HR through Microsoft Business Applications.
AI & Automation
Automate routine work, find information faster, and give teams better support with AI built into everyday workflows.
Data & Analytics
Bring business data together and turn it into clear insights on projects, utilization, finances, and overall performance.
Systems Integration
Connect the systems your teams already use so information can move between them without constant manual intervention.
Cloud & Application Modernization
Modernize legacy applications and move to scalable cloud environments without making the transition harder than it needs to be.
Finance & Accounting Operations
Get support with accounting, bookkeeping, AP, AR, payroll, tax, and other day-to-day finance operations.
For professional services organizations looking to connect these functions, ERP for professional services can bring financial management, projects, resources, customer information, and operational processes together on a common platform.
Connect Projects, People & Financials
Project activity shouldn’t sit apart from resources, customers, and financials. DynaSUM’s connected operating model brings these workflows together, giving organizations real control over project and financial operations.
Project to Billing
Project delivery information links directly to billing and financial processes.
Resources to Capacity
Resource planning and project requirements connect, sharpening utilization and capacity visibility.
Customers to Delivery
Customer information and engagement tie back to what’s actually being delivered.
Time to Financials
Time and operational activity feed straight into billing, accounting, and reporting.
Data to Decision-Making
Operational and financial data comes together to give leadership a clearer picture for decision-making.
AI & Automation for Professional Services
AI isn’t treated as some separate innovation experiment here. It’s embedded directly into service delivery, finance, operations, and workflow coordination.
Resource & Service Management
AI supports service delivery, resource utilization, customer responsiveness, and operational control, cutting down on administrative effort as it goes.
Administrative Work
Routine tasks get automated and relevant information surfaces on its own, which eases the administrative load that otherwise eats into workforce capacity and productivity.
Data & Workflow Automation
Connecting data platforms, applications, analytics, and AI turns fragmented enterprise data into intelligence people can use and workflows that run themselves.
Intelligent Agents
Scheduling, Knowledge, Case Management, Expense & Approval, and Reconciliation agents each take on a piece of the service and finance workflow.
For firms managing projects with detailed costs, resources, and delivery milestones, job costing software can help connect project expenditure and resource activity with financial reporting and profitability analysis.
The DynaSUM Advantage
DynaSUM pairs a business-first methodology with expertise across the Microsoft ecosystem. Systems, processes, and people get looked at as one working unit here, not technology bolted onto a business from the outside, because that’s what actually keeps delivering benefit over time.
Business-First Approach
The customer’s problem, processes, and goals get worked through before technology is even part of the conversation.
Microsoft Ecosystem Expertise
One connected operating model holds Microsoft Business Applications, AI, cloud, data, and automation together, instead of scattering them across separate efforts.
Connected Project & Financial Operations
Utilization, profitability, and financial visibility all improve once project delivery, customer management, resource planning, billing, accounting, and reporting are actually connected.
AI Embedded in Workflows
Copilot, agents, and automation live inside finance, sales, service, operations, and data workflows themselves, not bolted on as a side project.
End-to-End Technology Lifecycle
The relationship keeps going well past go-live, through advisory work, transformation, integration, modernization, management, and optimization.
The Impact We Create
Professional Services Operations
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Solution:
Business Outcome:
Service Execution to Financials
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Finance Operations
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Business Outcome:
Ready to Run Your Professional Services Operations Differently?
Bring your projects, people, customers, and financials together, and build a professional services operation that’s more visible, more profitable, and easier to scale.
FAQs
1. Does DynaSUM only implement Microsoft solutions?
No. The work covers the full lifecycle: advising, implementing, integrating, modernizing, managing, and optimizing, across applications, cloud, data, AI, and integrations.
2. How does DynaSUM determine what technology we need?
DynaSUM starts with the operating problem itself, along with existing architecture, processes, data, and business objectives, and only recommends technology once that picture is clear, rather than prescribing products upfront.
3. Can DynaSUM integrate AI into our existing systems?
Yes. Existing business applications and workflows can take on Copilot, AI agents, automation, and AI services, whether that’s finance automation, service operations, data analysis, or exception handling.
4. Can you modernize legacy Dynamics environments?
Yes. DynaSUM assesses Dynamics GP, NAV, and AX environments to figure out whether optimization, integration, upgrade, modernization, or migration makes the most sense.
5. Can you provide technology and finance operations through one engagement?
Yes. Technology transformation and finance and accounting BPO can run through a single engagement, covering accounting, AP, AR, payroll, and related back-office activities.
6. Can DynaSUM work alongside our existing IT team?
Yes. DynaSUM can step in as a transformation partner, a specialist delivery team, or an extension of an existing IT organization, working alongside internal teams, existing architecture, and other technology providers.
7. How does DynaSUM support us after implementation?
Support continues after go-live too, covering application management, cloud operations, data and AI operations, reliability, AI-agent management, and continuous optimization.
Still have questions?
We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.