Project visibility
Know where every project stands against budget while there is still time to act.
Service sectors we support
Professional Services·Engineering & Consulting·Field & Maintenance Services·Architecture & Design·Event & Production·Training & Education Providers·Facilities Services·Specialist Contractors·
Professional Services·Engineering & Consulting·Field & Maintenance Services·Architecture & Design·Event & Production·Training & Education Providers·Facilities Services·Specialist Contractors·
Business Central for Service & Project Businesses
Every Project.
Every Margin, Visible.
Still piecing together timesheets, project costs and invoices from spreadsheets, a job tool and your accounting system?
Bring it together in Business Central so you price with confidence, bill on time and know what you make on every project.
01The current state
Does This Sound Familiar?
Most service businesses know their people are busy. What they don't have is one trusted view of whether that work is profitable.
- 01
Project margins become clear only at the end
Budgets live in spreadsheets, and overruns show up after the work is finished, when it is too late to act.
- 02
Timesheets are late, incomplete or re-keyed
Hours are captured in one place, approved in another and typed into billing by hand.
- 03
Billing lags the work
Milestones, progress claims and time-and-materials invoices go out late, and cash flow suffers.
- 04
WIP is a month-end guessing game
Work in progress and revenue recognition are calculated in spreadsheets, and nobody fully trusts the number.
- 05
Resource planning relies on memory
Who is available, who is overbooked and which skills are needed next month are tracked informally.
- 06
Month-end close drags on
Reconciling project costs, subcontractor invoices and expenses holds up reporting for the business and the board.
THE COST IS MORE THAN FINANCE TIME.
It is margin lost on projects nobody noticed were running over. Cash waiting on invoices. Good people burnt out on the wrong work.
02One connected platform
A System That Runs from Quote to Cash.
Microsoft Dynamics 365 Business Central connects projects, resources, time, purchasing, billing and finance in one trusted platform.
With every hour and every cost in one place, your team can stop reconciling, see true project margins sooner and make resourcing decisions with confidence.
Projects
Set up projects with tasks, budgets and phases, and track actual cost and revenue against budget in real time.
Resources & Time
Plan capacity, record time and expenses against projects and approve timesheets in one flow.
Billing
Invoice by milestone, progress or time and materials, with customer-specific rates and fixed-price arrangements.
Finance & Reporting
Use WIP and revenue recognition, multi-entity and multi-currency accounting, and Power BI dashboards by project, client and team.
See how projects, people and finance connect in one platform.
03Rapid Results · Fixed Price
A Predictable Implementation from Planning to Everyday Use.
Rapid Results is Conexio's fixed-price approach to implementing Business Central for service and project businesses.
The methodology has four structured stages, with an agreed scope and clear responsibilities from planning through to go-live.
- 01
Envision
Agree priorities such as project margin visibility, faster billing and WIP accuracy, then set the scope and desired outcomes.
- 02
Refine
Configure project structures, resources, rates, time capture and billing rules, and test them with your real projects.
- 03
Onboard
Prepare clients, open projects, resources and opening WIP, and get project managers, staff and finance ready.
- 04
Launch
Go live with a planned project cut-over and move into everyday use.
FIXED PRICE · CLEAR SCOPE · ALIGNED GO-LIVE PLAN
04The outcome
What Your Business Can Expect
Better margins. Faster billing. Better use of your people.
Cash flow
Invoice sooner and more accurately, with fewer disputes and less chasing.
Resource confidence
See who is available and what is coming, and plan work around capacity, not guesswork.
Fewer surprises at month end. Faster invoicing. Margins you can stand behind.
05FROM PROJECT PAIN TO FINANCIAL CONTROL
Six Problems We Help You Fix
When project costs, time and billing sit in different places, margin becomes difficult to explain. Bring them together so your team can see what needs attention while the engagement is still running.
- Today01
Costs reach the accounts, but miss the project
Travel, subcontractors and software costs reach the accounts, but not always the engagement they belong to. The business sees the expense without seeing which project absorbed the margin.
With Conexio + Business CentralSee what each engagement really costs
We set up project tasks and cost-capture processes so your team can compare recorded costs against the engagement budget—and investigate overruns before the work is finished.
- Today02
Month-end WIP depends on spreadsheets
Work has been delivered but not invoiced. Finance spends month-end calculating work in progress and checking whether reported profit reflects what has actually happened.
With Conexio + Business CentralMake WIP easier to calculate and explain
We configure the agreed WIP method and reporting around your project structure, helping finance calculate, review and post WIP without rebuilding the logic each month.
- Today03
Every invoice starts with a manual check
One client pays by milestone, another by the hour, and another on a fixed fee. Finance checks contracts and spreadsheets to work out what can be invoiced.
With Conexio + Business CentralKnow what is ready to bill
We configure project planning and invoicing processes around your agreed billing arrangements, making billable work and upcoming invoices easier to review.
- Today04
Extra requests become unpaid work
A client asks for another revision or an additional deliverable. The team gets it done, but the extra effort never becomes an approved fee.
With Conexio + Business CentralTrack scope changes through to billing
We establish a process for recording scope changes with separate tasks, budgets and billable amounts, so your team can review, agree and track additional work through to invoicing.
- Today05
Everyone is busy. Not all of it is billable.
Some people are overloaded while others have room for more work. Leaders piece together timesheets and schedules to understand where capacity is going.
With Conexio + Business CentralSee where capacity and billable time are going
We set up resources, capacities and time-recording processes, with agreed reporting to help you compare available capacity, project time and billable activity.
- Today06
Every margin question needs another spreadsheet
Quotes sit in spreadsheets, time sits in an app, and purchasing sits in accounting software. Someone has to join the numbers before anyone can explain project performance.
With Conexio + Business CentralBring project performance into one view
We bring the agreed project budgeting, time, purchasing, WIP and billing processes into Business Central, with any retained specialist systems and integrations defined upfront.
06Before you book
The Questions Operations and Finance Leaders Ask First
A typical Rapid Results implementation for service businesses takes between 8 and 12 weeks. The timeframe depends on the agreed scope, number of entities, data readiness, integrations and the availability of your internal team. Before work begins, the implementation plan sets out target timing, key decisions and responsibilities so you can confirm the plan is realistic.
The Fixed Price covers the agreed scope, deliverables, assumptions and Conexio responsibilities documented before implementation begins. Any requirement outside that scope is discussed and agreed before additional work proceeds.
Business Central's Projects module supports project budgets, tasks, resources, timesheets, WIP and billing by milestone or time and materials. Where you need more advanced resource planning, field service or project portfolio features, proven add-on apps can extend the standard functionality. These requirements are confirmed before configuration.
Yes. Time and expenses can be entered through the Business Central mobile app, web browser or Microsoft Teams, and approved by project managers before they reach billing.
Clients, open projects, budgets and WIP balances are assessed early, then cleaned, mapped and tested before they are moved into Business Central. The cut-over is planned around your billing cycle so no hours or invoices are missed.
Fit is assessed against your project and billing processes, resourcing, reporting needs, integrations, organisational capacity and future plans. The discovery meeting is an initial conversation, not a commitment. If the platform or Rapid Results approach does not suit your requirements, Conexio will explain the concern and recommend a practical next step.
Still have a question? Bring it to the discovery meeting.
07Discovery meeting
Get a Clear View of Your Next Step.
Book a 30-minute discovery meeting to discuss your systems, projects and reporting challenges, and whether Rapid Results for Business Central is the right fit.
- Current systems, project tracking and reporting challenges
- Time capture, billing, WIP and resourcing requirements
- Business Central suitability for your business
- Implementation scope considerations and responsibilities
- Practical next steps
No cost. No obligation.
If Business Central is not the right fit, we will tell you.
Book a Discovery Meeting
Prefer to talk? Choose a time that suits you and let's discuss what you need.
Prefer email?
hello@conexio.com.au