Case Study: Wipfli LLP achieves real-time resource visibility and faster time-to-revenue with Microsoft Azure

Wipfli LLP - Customer Case Study

Wipfli LLP, a top-25 U.S. accounting and business consulting firm, faced a staffing challenge: its 300 technology consultants, developers, and project managers were spread across 42 U.S. offices and two in India, making it hard to track availability, book resources, and meet client commitments. Reliance on Excel and a costly, hard-to-use scheduling system led to overlaps, gaps, missed deadlines, and slowed revenue realization.

Wipfli deployed Microsoft Dynamics 365 for Project Service Automation—integrated with its Dynamics CRM, Azure Active Directory, and Azure SQL Database—and uses Power BI dashboards for visibility. The out-of-the-box solution was implemented quickly, drove strong user adoption, and gives resource and project managers color-coded, real-time capacity views. Results include more accurate staffing, faster time-to-revenue, deeper client trust, and $60,000 in annual savings, plus new revenue opportunities from offering the service to clients.

Wipfli LLP

Ryan Swiderski

Senior Manager, CRM/BI Service and Delivery