Case Study: Global Strategy Group achieves real-time project, staffing, and revenue insight with Microsoft Dynamics 365

Public affairs leader gains instant insight into projects revenue with cloud software

Global Strategy Group (GSG) is a U.S. public affairs and research firm that helps organizations understand public opinion and shape communications. Despite a strong client track record, GSG lacked real-time visibility into its project-based revenue and staffing—senior VPs both sold and delivered work, Salesforce offered no out-of-the-box project automation, reporting relied on spreadsheets, and rising Salesforce costs made the situation unsustainable.

GSG implemented Microsoft Dynamics 365 for Project Service Automation and Sales with partner Socius and Microsoft FastTrack, gaining a unified view of related projects, clear separation of sales and project pipelines, detailed cost and time tracking, and better staff-utilization insights. The change improved forecasting and planning, cut licensing costs by 34%, and freed funds to invest in Power BI and further digital initiatives.

Global Strategy Group

Andrew Ho

Chief Information Officer