From Silos to Strategy: Aligning Projects, People, and Profits with Microsoft-Powered PSA + ERP
Service-based firms are under more pressure than ever to deliver measurable client value while protecting margins. Traditional siloed systems slow firms down and make it difficult to compete.
consulting360, built on Microsoft Dynamics 365, unifies sales, project delivery, resource planning, and finance on a single platform infused with AI. It empowers consulting firms to:
- Win more work by leveraging relationships and experience
- Deliver projects on time and on budget
- Optimize resources and talent strategies
- Strengthen client relationships with insights and analytics
- Scale profitably with confidence
Visual: Hero infographic showing “One Platform” with four pillars (Sales, Project Delivery, Finance, Resourcing) all connected by AI.
The Consulting Reality: A Story of Disconnect
Picture this.
Your sales team just won a high-profile engagement. The proposal promised senior talent, clear delivery milestones, and a budget your client felt good about. Everyone is excited.
Then reality hits.
- The project manager cannot find updated resource availability. Staff are either double-booked or underutilized.
- Finance is tracking billing in a separate system. Invoices are delayed, revenue recognition slips, and margins shrink.
- Marketing and BD have no way to feed client feedback back into the pursuit cycle. Valuable insights vanish.
- Executives are running blind. They cannot see profitability or client satisfaction until it is too late.
The engagement that started with excitement ends in missed deadlines, write-offs, and strained client relationships.
This story is all too familiar. It is exactly why consulting360 was built.
Core Pain Points We Solve
- 1
Winning Work in a Saturated Market
Firms struggle to differentiate proposals when everyone claims to have “experience.” BD teams waste hours recreating bios, case studies, and project histories.
With consulting360: Proposals are auto-generated using your firm’s actual data, polished with AI, and delivered faster than competitors.
- 2
Delivering Projects Without Margin Erosion
Scope creep, poor resource planning, and disconnected project tracking eat away at profitability. Consultants spend more time chasing spreadsheets than delivering value.
Imagine knowing halfway through a project that your utilization is slipping and being able to fix it before your margins vanish.
With consulting360: AI-driven planning, real-time project health dashboards, and automated billing workflows keep projects profitable and teams focused on delivery.
- 3
Unlocking Financial Visibility
Disconnected finance systems make it impossible to answer simple questions: Are we profitable? Which projects are at risk? Which clients are most valuable?
With consulting360: Finance leaders gain a connected, real-time view of revenue, collections, forecasting, and profitability at every level.
- 4
Finding and Keeping Top Talent
Consultants are your product. Without the right people, projects fail. Without development, your best people leave.
With consulting360: Recruit, onboard, manage performance, and retain talent in one connected platform. People analytics reveal flight risks and help align career growth with firm goals.
Smarter Decisions, Faster: AI + consulting360
Your top consultant just spent an hour retyping project history for a client pitch. With consulting360, that history is already ready, refreshed by AI, and available with one click. That consultant now has an hour back to focus on strategy, not on admin.
With Microsoft Copilot and consulting360, firms can:
- Generate polished consultant bios, case studies, and project summaries in minutes
- Automate time capture with the Time Entry Copilot Agent
- Create client-ready briefs using natural language prompts
- Maintain always-current project histories and experience data
Customer Success Story: Chemonics International
When Chemonics, a global development consulting firm, sought to modernize project delivery, they turned to consulting360.
Challenge: Limited visibility across hundreds of global projects
Solution: consulting360 unified project management, finance, and HR on one platform
Impact: Faster setup, unified operations, and real-time visibility
"Dynamics 365 will increase staff satisfaction, allowing employees to focus more on the work they are passionate about. In the end, we will provide the ultimate outcome: helping people live healthier, more productive, and more independent lives."
— Eric Reading, Executive VP, Chemonics
Built for Consulting, Powered by Microsoft
consulting360: Built for Consulting Firms, Powered by Microsoft
consulting360 connects every part of the consulting lifecycle. From business development to delivery to finance, all data lives in one Microsoft-powered platform.
Key Differentiators:
- Purpose-built for consulting and services firms
- Deep Microsoft ecosystem integration: Dynamics 365, Power Platform, Teams, Outlook, Copilot
- Unified platform spanning CRM, PSA, ERP, HR, and AI
- Enterprise security, compliance, and global scalability
- AI agents that work where consultants work, in Outlook, Teams, and the flow of business
Business Outcomes with consulting360
- Win more work with AI-driven proposals and insights
- Deliver profitable projects with connected delivery and finance
- Match the right people to the right projects with predictive resourcing
- Enhance client experience with built-in feedback and engagement tools
- Scale confidently with Microsoft security and global reach
Next Steps
The firms that will define the next decade won’t be those with the most people or the longest legacy. They’ll be the ones bold enough to reimagine how work flows—from pursuit to delivery to impact. They’ll operate on insight, not instinct. They’ll empower consultants to create, not chase spreadsheets. And they’ll build client relationships on outcomes, not promises.
consulting360 is more than a platform—it’s the foundation for a connected firm. A firm where AI anticipates need, data fuels every decision, and every engagement becomes a blueprint for the next. It’s how you move from scrambling for answers to shaping what’s possible.
The future of consulting is already taking shape. Will your firm be built to follow it—or define it? Start your consulting360 vision journey today.