Bring clever customer-centric solutions to life on the Microsoft Dynamics 365 PSA platform.

Dynamics 365 PSA (Project Service Automation) is an integrated customer experience for organisations delivering customer facing, revenue-focused, project-based services. The solution enables planning, estimating and pricing for multi-day projects. It offers powerful resource scheduling, tracking and approval of project tasks and finances, and delivers performance metric monitoring (such as profitability).

SOLUTION

PSA Roadmap

Start with a Sensei assessment of your existing Dynamics 365 investment (if you have one). We’ll help you understand where PSA (Professional Service Automation) fits in, bringing many years of Project & Portfolio Management expertise into the equation. We’ll provide a roadmap which sets you on the path for getting more from your investment.
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BENEFITS

Built for purpose

Dynamics 365 Professional Services Automation is built with customer-facing, revenue-generating projects in mind. Streamlined scheduling, cost and effort management and reporting around profitability and staff utilisation are just some of the "out of the box" features that will provide an immediate capability uplift to your project delivery business.

SOLUTION

Custom Solution

Alternatively, you can solve more challenging productivity and process problems with custom Dynamics 365 solutions. Dynamics 365 is a flexible, rapid development platform for creating business applications. With access to Microsoft Flow and Microsoft PowerApps, tight integration to Office 365 and a common data model, Dynamics 365 offers compelling solutions for multiple business scenarios.
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Functionalities

  • Opporunity Management - Custom Solution - Sensei Project Solutions

    Opportunity Management

  • Plan - Empower PPM

    Project Planning

  • Resource Management - Custom Solution - Sensei Project Solutions

    Resource Management

  • Collaborate - Empower PPM

    Collaborate

  • Time and Expense - Custom Solution - Sensei Project Solutions

    Time & Expense

  • Invoice - Custom Solution - Sensei Project Solutions

    Customer Billing

  • Integrate - Empower PPM

    Integrate

  • Security - Empower PPM

    Security

  • Support - Empower PPM

    Support

  • Opportunity Management

    The opportunity management capabilities in Microsoft Dynamics 365 make it easy to manage opportunities and convert more leads.

  • Project Planning

    Project Planning provides direct insight into the status of projects and the availability of resources.

  • Resource Management

    Resource Management provides a consolidated tool set to plan, monitor, analyse and manage people’s time and activities accurately and efficiently.

  • Collaborate

    Dynamics 365 for Microsoft Teams integration enables users to easily work with Dynamics 365 customer information and share files directly from Microsoft Teams. This helps them to be more productive and get work done more effectively.

    Create and edit documents right in the app and enjoy instant access to SharePoint, OneNote, Power BI, and now, Dynamics 365 for Customer Engagement.

  • Time & Expense

    Dynamics 365 allows for team members to use the web or mobile apps to record time and expenses for multiple projects.

  • Customer Billing

    Project invoices align approved work and expenses to agreed contractual terms. The financial impact of costs, unbilled revenue and invoices flow into reporting and analytics as well as financial systems.

  • Integrate

    The Sensei Integration Hub™ solution integrates with most Line of Business (LOB) systems so you can have all your project relevant data in one place.

  • Security

    Your data is yours. We safeguard it and protect your privacy. Our systems are built on top of the enterprise strength Microsoft platforms, so you inherit the same availability, security and reliability provided to all Microsoft customers.

  • Support

    The Sensei applications support team provides dedicated support staff to our clients across the PPM and productivity solutions we provide. The team is comprised of level 2 and 3 support specialists with a wide variety of skill sets and experience.

Want to speak to our team members?

APPLICATIONS

The right apps for
the job

Sensei has a proud tradition of developing our own apps that can improve your working experience. In fact, Microsoft purchased a number of our apps to enhance its own Microsoft Project Solution. We have a selection of apps available and we can also create bespoke apps to meet your specifications.
  • create
    Sensei Portfolio Advisor™

    Provides automated governance and compliance reports to monitor data quality and ensure compliance to industry standards and best practices.

  • Plan
    Project Sync for Word

    Project Sync for Word™ automatically syncs Microsoft Project Online content with your Word documents creating a single source of truth.

  • Schedule
    Sensei Schedule Analyzer

    Sensei Schedule Analyzer™ performs a series of quality checks on your entire Microsoft Project schedule to ensuring compliance with industry standards and best practices.

  • Sensei Bulk Update
    Sensei Bulk Update

    Sensei Bulk Update™ allows selection of individual updates and publishing multiple enterprise fields across selected projects.

  • heatmap
    Sensei Resource Heatmaps

    Sensei Resource Heatmaps™ get instant insights of your resource availability, engagement, and coverage for effective resource management in Microsoft Project Online

Who is it for?

PMO & Finance

Microsoft Dynamics 365 enables enterprises to make smarter financial decisions around projects by providing real- time data fed into beautiful reports over an intuitive user interface.

Executives

Monitor organisational performance at any level and make informed business decisions by improving visibility across your business. Use personalised dashboards to monitor key performance metrics.

Drive revenue growth by actively tracking project opportunities and improving client relationship management practices.

Project

Managers

Make project management easy and engaging. Analyse resources, budgets and timelines. Easily measure progress and anticipate resource needs with Sensei’s best practice reports packs. Equip project team members to manage tasks, collaborate, submit timesheets, and flag issues and risks. Gain project visibility with real-time reporting and BI tools.

Sales

Microsoft Dynamics 365 for Sales uses data mining and business intelligence to detect prospects and gain key insights on loyal customers. It boosts productivity, streamlines sales cycles, and lowers costs. With an all-in-one interactive dashboard, you have the information necessary to nurture opportunities with personalised solutions.

TECHNOLOGY

We use the Microsoft technology you've already invested in.

We combine our expertise in Microsoft technology with deep knowledge in modern work trends, real-world experience and modern industry best practices.

Customer Success

Through the years we’ve worked with some of Australia’s best brands. Hear their stories and discover how we can help on your productivity journey.

Case Studies

Great brands doing great things with Sensei.

"The experts at Sensei have helped us to centralise, standardise, and create resource visibility to all of our IT initiatives. Sensei provided the training expertise to allow us to quickly grow our understanding and use of project and portfolio management. We HIGHLY RECOMMEND this product and team.”

John Caldwell Richport Shipping

“Historically, a lot of our project management information was held in disparate tools and systems across the organisation. Sensei helped us sweep all those data sources into one space and through that we gained greater efficiency in terms of being able to access and report on that data.”

Dan Butcher Corporate Portfolio Manager at SA Power Networks

“The experts at Sensei offer a practical approach to Microsoft Project training.”

John Stream Assistant Vice President, Desert Schools Federal Credit Union

"The Customer Care team at Sensei are responsive to our requests for assistance, rapidly fixing issues that arise so we can get on with what we do best. Our team love that they can call Sensei Customer Care up and speak to Aussie-based experts, get helpful guides and materials and schedule in person innovation updates."

Monica Geraghty Project Management Lead at Life Without Barriers

"The experts at Sensei have helped us to centralise, standardise, and create resource visibility to all of our IT initiatives. Sensei provided the training expertise to allow us to quickly grow our understanding and use of project and portfolio management. We HIGHLY RECOMMEND this product and team.”

Michael K. Ayres Information Systems PMO Director, Mountain States Health Alliance, Inc

Get in Touch

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