Case Study: KPMG Australia streamlines business development and boosts productivity with Microsoft Dynamics 365 for Project Service Automation

Top global professional services firm transforms business development with project service automation

KPMG Australia, part of the global KPMG network of professional services firms, faced slow, manual business-development processes that made generating proposals, finding relevant project references, and locating staff with specific skills time-consuming. With thousands of staff and diverse, independently run member firms, the company needed a way to profile projects and resources quickly to target new industry opportunities and improve responsiveness.

KPMG Australia ran a year-long pilot using Microsoft Dynamics 365 for Project Service Automation alongside its CRM tools to automate project and resource profiling. The solution lets proposal writers generate project snapshots and staff biographies in minutes (reducing what used to take hours), quickly find specialists worldwide, perform skill and market gap analysis, and build industry-specific offerings—helping win new engagements such as a student engagement platform and enabling expansion into sectors like higher education and public-sector case management.

KPMG

Neil Benson

Director of Customer Engagement