Case Study: Wipfli LLP achieves accurate resource visibility and faster time-to-revenue with Microsoft Dynamics 365

Wipfli LLP - Customer Case Study

Wipfli LLP, a top-25 U.S. accounting and business consulting firm with a 300-person technology consulting practice spread across 42 U.S. offices and two in India, struggled to track resource availability and forecast staffing. Relying on Excel and a difficult, costly scheduling tool led to booking overlaps, missed commitments, slower time-to-revenue, and reduced profitability.

Wipfli implemented Microsoft Dynamics 365 for Project Service Automation—integrated with Dynamics 365 CRM, Azure Active Directory, Azure SQL Database, and Power BI—giving resource and project managers one-click booking, color-coded capacity warnings, soft-booking, and role-based dashboards. Better adoption and visibility improved scheduling accuracy, client trust, and time-to-revenue, saved about $60,000 annually, and opened new revenue opportunities by packaging the service for clients.

Wipfli LLP

Patrick Dillon

Project Manager