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Business IQ  for AEC: Turn project complexity into decisive action

Gain real-time visibility to protect margin, stay ahead of risk, and make faster, more confident decisions across every project.

Architecture, Engineering & Construction

What is Business IQ?

AEC firms aren’t lacking data. They are lacking a clear, connected view of project performance.

Critical information is spread across ERP, project systems, and spreadsheets. By the time it is consolidated, it is often too late to act, impacting margins, timelines, and outcomes.

Business IQ for AEC brings financial, operational, and project data together into a single intelligent layer. Built on the Microsoft platform and enhanced with agentic AI, it provides real-time insights, highlights emerging risks, and enables teams to take action earlier, before issues impact delivery.

Unify project data. Automate delivery. Protect margin.

Connect your project and financial data with intelligent agents that reduce manual effort, surface risks earlier, and give every team real-time visibility into project performance.

The Challenge:

Many AEC firms still rely on manual processes and disconnected systems with limited visibility across project delivery.

They experience:

  • Heavy manual data entry across project, financial, and operational systems
  • Inconsistent data and rework across teams and phases
  • Delayed visibility into budget, schedule, and performance issues
  • Fragmented insight across project delivery, finance, and leadership
  • Limited scalability as project volume and complexity increase

The result is slower decision-making, reduced control, and increased delivery risk.

As projects grow in complexity across teams, regions, and partners, these challenges lead to margin erosion, schedule delays, resource misalignment, and limited predictability in project and financial outcomes.

The Solution:

Unified Intelligence + Agentic Automation for Microsoft Dynamics 365

Business IQ for AEC unifies data across CRM, ERP, project systems, and operational tools into a trusted Microsoft Fabric data foundation - then activates that intelligence through Microsoft 365–native agents.

HSO agents deliver real-time project insight, decision support, and guided execution. This closes the loop from insight to decision to action, enabling proactive project management, stronger financial control, and more predictable delivery outcomes.

The Impact

Project complexity isn’t what’s holding AEC firms back - lack of visibility is. When critical data is delayed or disconnected, teams are forced into reactive decisions that impact margin, schedule, and delivery. Leading firms are changing that by connecting their data, surfacing risks earlier, and taking control before issues impact performance.

  • Faster Project Execution

    With earlier visibility into risks and performance issues

  • Fewer Manual Touchpoints

    Across project management, finance, and operations

  • Reduced Errors & Rework

    With consistent, connected data across systems

  • Improved Scalability

    Across projects, teams, and regions

  • Better Resource Alignment

    With clearer visibility into capacity and demand

  • Stronger Margin Control

    Through proactive budget and cost management

  • More Predictable Financial Outcomes

    With improved forecasting and real-time project insight

AI Agents Automate and Orchestrate Workflow Complexity

 

Taskers → Execute simple tasks

 

Automators → Handle cross‑system processes

 

Collaborators → Work as adaptive teammates

 

Orchestrators → Manage multi‑agent and multi‑system workflows

 

AEC Agents Included

Optional add ons:
  • 1

    PayFlow Agent

    Automates invoicing, payment matching, and deductions handling to speed cash application and reduce AR workload.

  • 2

    Expense Entry Agent

    Automates expense submission by extracting and categorizing receipt data reducing manual entry and accelerating project cost visibility.

  • 3

    Time Entry Agent

    Simplifies time capture with guided, automated entry improving accuracy, increasing compliance, and reducing administrative burden for project teams.

  • 4

    Proposal Automation Agent

    Accelerates proposal creation by pulling relevant project experience, resumes, and content helping teams respond faster and improve consistency across pursuits.

  • 5

    RFP Analyzer

    Analyzes RFPs and RFQs to extract key requirements, identify risks, and highlight evaluation criteria—enabling smarter Go/No-Go decisions and stronger positioning.

  • 6

    Billing Agent

    Streamlines billing workflows with support for progress-based invoicing, approvals, and adjustments improving accuracy and accelerating revenue cycles.

What’s Included

  • 1

    Unified Intelligence Platform (Microsoft Fabric)

    Industry-specific, accelerator-powered AEC data models spanning project delivery, financials, resources, and operations delivered through Power BI and M365.

  • 2

    Agentic Automation Across Project Lifecycle

    Automates key workflows across pursue, deliver, and monetize, from proposal and RFP analysis to time, expense, billing, and cash application, fully orchestrated, governed, and auditable.

  • 3

    Deep Project & Financial Insights

    Dashboards provide real-time visibility into project performance and health, including budget versus actuals, schedule, and risk, along with insights into resource utilization, revenue, billing, and WIP. They also support margin tracking and forecast accuracy, while improving visibility into cash flow and collections, with a portfolio-level view across projects, teams, and regions.

Why HSO

HSO brings together industry-specific AEC data models, Microsoft Fabric, Dynamics 365, and M365 Copilot into a single, scalable solution that evolves with your business.

Leading AEC firms trust Business IQ to reduce operational friction, improve delivery performance, and drive more predictable, profitable project outcomes.

Ready to improve visibility, protect margin, and deliver with confidence?

See Business IQ for AEC in action - Book a Demo Now

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