Case Study: Wipfli LLP achieves better resource forecasting and faster time-to-revenue with Microsoft Corporation Dynamics 365 for Project Service Automation

Wipfli LLP - Customer Case Study

Wipfli LLP, one of the largest accounting and business consulting firms in the United States, struggled to track resource availability across 300 developers, consultants, and project managers spread over 42 U.S. offices and 2 offices in India. Using Microsoft Dynamics 365 for Project Service Automation, the firm needed a better way to manage staffing, forecasting, and project commitments after relying on Excel and an expensive, hard-to-use scheduling tool.

Microsoft Corporation implemented Dynamics 365 for Project Service Automation, integrated with Azure Active Directory, Azure SQL Database, Office 365, and Power BI, to streamline resource booking and reporting. The result was faster, more accurate scheduling with visual capacity warnings, improved client trust, and better time-to-revenue; Wipfli also cut costs by $60,000 annually and gained a solution it could extend into new client offerings.

Wipfli LLP

Patrick Dillon

Project Manager