Project & professional services solutions
Connect project delivery, people, and financial performance with solutions designed for project-based businesses. Rand Group helps organizations improve project accounting and billing, resource planning, time and expense management, reporting, and profitability with connected processes and technology built around how they work.
Bring greater visibility to every project
Managing projects becomes more difficult when resource plans, time and expenses, project costs, billing, and reporting are spread across disconnected systems and spreadsheets. Teams spend more time reconciling information, while project managers and financial leaders have less visibility into how projects are progressing and performing.
Rand Group helps project-based organizations create greater visibility across project operations and financial performance, giving teams the information they need to manage work effectively and make more informed decisions.
Improve project visibility
Bring project activity, resource information, costs, billing, and financial data together to give project teams and business leaders a clearer view of project performance.
Use resources more effectively
Understand capacity, availability, assignments, and project demand to make more informed staffing decisions and better align resources with upcoming work.
Strengthen project profitability
Connect project costs, billing, utilization, and performance data to better understand margins, identify issues earlier, and make more informed decisions about project performance.
Solutions for stronger project performance
Improve an individual project process or connect multiple areas to create a more coordinated approach to project delivery and financial management. Explore solutions for managing project financials, planning resources, capturing time and expenses, and understanding project performance.
Project accounting & billing
Connect project costs, budgets, billing, and financial processes to improve financial control and gain a clearer view of project performance.
Resource planning
Align skills, availability, capacity, and project demand to make more informed staffing decisions and put resources where they are needed most.
Time & expense management
Streamline how project hours and expenses are captured, approved, and connected with project costs, billing, and financial processes.
Project reporting & profitability
Turn project and financial data into meaningful insights on budgets, margins, utilization, and profitability to better understand how projects are performing.
Case Study
Modernizing project financials without disrupting the business
M&H Enterprises, an engineering and consulting firm, needed to replace an aging ERP environment while supporting the project accounting, time entry, invoicing, and reporting processes critical to its project-based business.
Rand Group helped M&H move to a modern cloud ERP, streamline project and financial processes, and maintain business continuity throughout the transition. Billing continued without disruption, and the team had its next month’s invoices out by the tenth.
Project and professional services software for your business
The right technology depends on your project complexity, resource requirements, billing models, reporting needs, existing systems, and broader ERP strategy. Rand Group works across Microsoft, Oracle NetSuite, and Sage to help project-based organizations evaluate and implement solutions that align project operations with financial management.
Dynamics 365 Project Operations
Designed for project-driven businesses, Dynamics 365 Project Operations combines project planning, resource scheduling, time and expense tracking, and project financial management. It is particularly well suited for professional services organizations that need to manage resource utilization, coordinate project delivery, and connect operational activity with project billing.
Dynamics 365 Business Central
Dynamics 365 Business Central provides project management and job costing capabilities within a comprehensive ERP system for small and midsize businesses. Organizations can manage project budgets, track resource and material costs, and handle project billing alongside purchasing, inventory, and core financial processes, making it a strong option for businesses with both project-based and broader operational requirements.
Dynamics 365 Finance & Operations
Dynamics 365 Finance & Operations supports large organizations with complex project accounting, financial management, and operational requirements. Its project management and accounting capabilities support contract management, project budgeting, cost control, and revenue recognition across multiple business units and legal entities, making it well suited for enterprises managing complex projects alongside broader financial and supply chain operations.
Oracle NetSuite SuiteProjects
NetSuite SuiteProjects combines project management and professional services automation capabilities with NetSuite’s cloud ERP platform. It helps services organizations manage project schedules, resource allocation, time and expenses, and billing while connecting project activity with financial records. This makes it particularly relevant for organizations looking to manage service delivery and financial operations within a unified cloud environment.
Sage Intacct
Sage Intacct is a cloud financial management platform with project accounting capabilities suited for organizations that prioritize financial control, project profitability, and detailed reporting. Its dimensional accounting structure allows finance teams to analyze revenue, expenses, and profitability by project, department, or other business dimensions, making it a strong option for project-based organizations with complex financial reporting requirements.
Sage 100
Sage 100 supports project-based businesses, particularly in manufacturing, distribution, and service environments, that need job costing integrated with their accounting and operational processes. Its Job Cost module helps organizations track labor, materials, and other job expenses, monitor budgets, and evaluate job profitability. Additional modules and integrated applications can extend functionality for specialized project requirements.
Not sure which software solution is right for your business?
Choosing the right project and professional services software starts with understanding your organization's unique processes, challenges, and goals. Rand Group can help you evaluate your options, identify the capabilities you need, and select a solution that aligns with your business requirements.
Project solutions built for the way your industry works
Consulting
Connect resource planning, time and expense management, project billing, and profitability reporting to gain greater visibility across client engagements.
Engineering
Bring project costs, labor, expenses, billing, and financial reporting together to better manage complex projects and understand performance.
Construction
Improve visibility into project costs, billing, resources, and financial performance across construction projects.
Oilfield Services
Connect project and service activity with labor, costs, billing, and financial reporting to better understand operational and project performance.
Working with Rand Group has been a game-changer for us. We felt fully supported the entire way, and whenever issues came up, the team was right there problem-solving with us. The financial visibility we gained has been huge, and it’s already improving our project profitability. When you add all of this together, the system truly pays for itself very fast.
Extend your project systems with purpose-built apps and AI agents
Go beyond standard software capabilities with Rand Group’s purpose-built apps and AI agents. Designed to extend leading business applications, these solutions help automate project processes, simplify specialized accounting requirements, and provide greater visibility into project activity and performance.
Featured AI Agent
Project Oversight Agent
Turn project history into useful insights and help teams stay on top of delivery in Business Central.
- Automate project updates
- Identify emerging risks
- Use project history to inform delivery decisions
Construction Bundle
Streamline construction financial workflows in Dynamics 365 Business Central with apps built to support billing, approvals, credit control, documents, and project cost management.
Retainage Manager
Automate retainage calculations and manage construction holdbacks directly within Microsoft Dynamics 365 Business Central.
Rand Group services to support your project technology
From selecting the right platform to implementation and integration, Rand Group provides the services needed to build a connected project and professional services environment around your business requirements.
ERP Software Selection
Find the right ERP solution for your project-based business. Rand Group helps you evaluate software options based on your project management, resource planning, financial reporting, and operational requirements to identify a solution that supports your goals.
ERP Implementation
Implement an ERP solution configured around your project workflows and business processes. Rand Group helps you plan, configure, test, and deploy your system to connect project operations, financial management, and reporting.
ERP Support
Keep your ERP environment running efficiently and aligned with your evolving business needs. Rand Group provides ongoing technical and functional support to help resolve issues, optimize system performance, and adapt your solution as project requirements and business processes change.
Why partner with Rand Group?
Project and financial expertise
Successful project management requires more than managing tasks and timelines. Rand Group brings together project, financial, and technology expertise to help organizations connect resource planning, time and expenses, project accounting, billing, reporting, and profitability across the project lifecycle.
Multi-platform expertise
Rand Group works across Microsoft, Oracle NetSuite, and Sage, giving organizations access to expertise across leading project and financial management platforms. Our team helps evaluate your requirements and identify technology that aligns with your project processes, existing systems, and broader business strategy.
Solutions built around your business
Every project-based organization operates differently. Rand Group takes the time to understand how you plan resources, deliver work, capture time and expenses, bill customers, and measure performance before designing a solution around your processes and requirements.
Long-term partnership and support
Our relationship extends beyond implementation. With a 90% client retention rate, Rand Group provides ongoing support, optimization, integrations, development, and strategic guidance to help your project and financial systems continue evolving with your business.
Frequently Asked Questions (FAQs)
What should we look for when evaluating project and professional services software?
When evaluating project and professional services software, consider your project complexity, resource scheduling requirements, billing models, financial reporting needs, and existing technology environment. Look for solutions that support your current workflows while providing flexibility as your business grows. Integration with accounting and ERP systems, reporting capabilities, ease of use, and scalability are also important factors when comparing platforms.
Do we need a dedicated professional services automation (PSA) solution, or can our ERP handle our project management needs?
Whether you need dedicated professional services automation (PSA) software depends on the capabilities of your existing ERP and the complexity of your project operations. Many ERP platforms support project accounting, billing, time tracking, and financial reporting. Organizations with more advanced resource scheduling, utilization tracking, or project delivery requirements may benefit from dedicated PSA capabilities or integrated applications. Evaluating your existing system against your operational needs can help determine the right approach.
Can we improve project accounting, resource planning, or reporting without replacing our existing ERP?
Yes. Many organizations can improve project accounting, resource planning, and reporting without replacing their ERP system. Depending on the platform, additional modules, purpose-built applications, integrations, or reporting tools can extend existing capabilities. Rand Group helps organizations assess their current systems, identify functional gaps, and determine whether targeted improvements or a broader ERP modernization initiative would provide the greatest value.
Can one solution manage project planning, resource allocation, time tracking, billing, and financial reporting?
Yes. Some integrated ERP and professional services solutions support project planning, resource allocation, time tracking, billing, and financial reporting within a connected environment. However, the depth of functionality varies by platform. Organizations with specialized scheduling, field service, or reporting requirements may need additional applications or integrations. The right approach depends on your business processes, project complexity, and existing technology.
Which project and professional services software is best for our business?
The best project and professional services software depends on your organization’s size, industry, project complexity, financial requirements, and existing systems. Microsoft Dynamics 365, Oracle NetSuite, and Sage offer different capabilities for managing project operations and financial processes. Rand Group helps businesses evaluate these platforms against their specific requirements to identify a solution that supports current needs and long-term goals.
Can project and professional services software support different billing models, including fixed-fee, time and materials, and milestone billing?
Yes. Many project accounting and professional services solutions support multiple billing models, including fixed-fee, time and materials, and milestone-based billing. Depending on the platform, organizations can configure billing rates, contract terms, approval processes, and invoicing schedules to align with customer agreements. When evaluating software, confirm that it supports your specific billing requirements, including projects that use multiple billing methods.
Can we implement project management and accounting capabilities in phases rather than replacing everything at once?
Yes. Project management and accounting capabilities can often be implemented in phases, allowing organizations to address immediate needs before expanding functionality. For example, a business might begin with project accounting and billing, then introduce resource planning, time tracking, or advanced reporting. A phased approach can help manage implementation complexity, support user adoption, and reduce disruption. The appropriate sequence depends on system dependencies, integrations, and business priorities.
Related Insights
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