AI-Enhanced Project Forecasting
& EAC Management
How an engineering firm reduced project forecasting time by 80% and cut budget overruns by 15–20% with real-time Dynamics 365 integration.
The Challenge
Project managers were stuck in spreadsheet mode. Forecasts lagged behind real costs. And financial surprises kept popping up.
In a mid-sized engineering and construction firm, project managers spent 8–12 hours each month manually compiling actual costs and predicting the future. With no real-time link to Dynamics 365, forecasts were often outdated before they were finished, leading to missed variances and revenue recognition headaches.
This wasn't just a forecasting issue — it was a data visibility gap. They had all the data: labor, materials, subcontractor costs, and more. But it lived in disconnected systems and static spreadsheets.
How We Automated It with AI
We built a custom EAC management platform integrated directly with Dynamics 365. Project managers now plug in their forecasts for labor, materials, and other costs, while the system automatically pulls real-time actuals from the ERP.
The result? A dynamic, real-time project financial dashboard that replaced hours of manual spreadsheet work with instant visibility.
Real-Time Cost Tracking
Actuals sync from Dynamics 365 automatically — no manual exports needed
Interactive Variance Charts
Visual cost trends and side-by-side forecast vs. actual comparisons
Early Overrun Alerts
AI flags projects trending over budget before they become problems
Mobile Dashboards
Project managers get updates on the go from any device
Results
(was 8–12 hrs)
per project/year
budget overruns
per project
8-Week Rollout
Weeks 1–2
ERP integration and initial prototyping
Weeks 3–4
Core dashboard and EAC calculation engine
Weeks 5–6
Alerts, commentary, and mobile optimizations
Weeks 7–8
User training, parallel testing, and go-live
"We turned project forecasting from a monthly burden into a real-time, proactive process. Project managers now have confidence in their numbers, and leadership gets fewer surprises."
We automate manual forecasting
with AI and custom tools
Book a free 30-minute call. Walk away with a workflow map, quick-win list, and a start-here plan — whether you work with us or not.
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