PlanAutomate Competitive Intelligence & Landscape

PlanAutomate focuses on solving the unique and complex challenges faced by project-centric industries. Their target market includes Engineering & Construction, ETO (Engineer-to-Order) Manufacturing, and Professional Services, particularly large enterprise companies with projects often exceeding $50M+ or even $1B+. The company prides itself on being specialized and focused, mastering the intricate intersection of project management, finance, and supply chain operations, which sets them apart from other Microsoft partners who attempt to be everything to everyone.

Founded by CEO Daniel Bévort, who was an original architect of Axapta (now Dynamics 365 Finance) at Navision Damgaard, PlanAutomate has been delivering EPM on Dynamics 365 since 2007 [https://planautomate.com/]. While the company does not explicitly state its founding year as PlanAutomate, its deep roots in Dynamics 365 EPM solutions date back to at least 2007. The company's mission is to make it easier to run project-driven businesses on Microsoft Dynamics 365 and transform project-based companies through innovative technology.

PlanAutomate operates with a commitment to innovation, pioneering a new category of software systems called Project Automation. They provide advanced capabilities such as Project Modeling, High-Performance Project Scheduling, Schedule-Driven Estimation, and Project Autopilot, which uses automated intelligence to manage projects by exception. The company's comprehensive approach includes a Project Workflow Engine for automated assignments and an Executive Performance Scorecard to track progress against strategic initiatives [https://planautomate.com/]. PlanAutomate is based in the Americas, with contact numbers provided for US inquiries [https://www.planautomate.com/contact-us/].

PlanAutomate's pricing structure is competitive, with their EPM solution being offered at the same price point as Microsoft's default Project Operations module for Dynamics 365 Finance. Both are listed at $135 per user/month [https://www.planautomate.com/dynamics-365-project-operations-comparison/][https://www.planautomate.com/microsoft-dynamics-365-project-operations/]. This pricing applies to full users, with team members for Project Operations being $8 per month as of October 2024 [https://www.planautomate.com/faq-items/what-is-dynamics-365-project-operations-pricing/]. PlanAutomate emphasizes that for this price, users gain more capabilities and better performance than with Project Operations [https://www.planautomate.com/dynamics-365-project-operations-comparison/].

The PlanAutomate EPM includes key features such as a sophisticated costing sheet, earned value management, integrated subcontract management, and a comprehensive Work Breakdown Structure (WBS). It also offers advanced capabilities like project modeling, high-performance cloud-based scheduling for complex projects, and a project-driven supply chain [https://www.planautomate.com/]. While Microsoft's Project Operations includes project scheduling, resource and capacity management, quoting, templates, costing, budgeting, and Power BI reporting, PlanAutomate positions its offering as providing more options and scalability for the same price, without the limitations on upgrades or product expansions that might be present in Project Operations [https://www.planautomate.com/dynamics-365-project-operations-comparison/][https://www.planautomate.com/microsoft-dynamics-365-project-operations/].

PlanAutomate's approach allows businesses to start with EPM Essentials and then customize with optional advanced features and industry kits to meet evolving needs, providing a complete technology stack that integrates their EPM system with Microsoft Dynamics 365 Finance and Supply Chain Management [https://www.planautomate.com/][https://www.planautomate.com/about/]. This flexible growth model ensures that the solution can scale as a business matures [https://www.planautomate.com/enterprise-project-management-platform/]. They also offer a "PlanAutomate Quick Guide" for users to learn more about their project automation capabilities [https://www.planautomate.com/planautomate-project-automation-quick-guide/].

Recent job openings highlight PlanAutomate's commitment to strengthening its core offerings and consulting capabilities. They are actively seeking a "Senior Project Controller – Cost/Controls Consulting Lead" and a "Senior Project Manager – PM/BPR/PMO Consulting Lead" [planautomate.com/careers-senior-project-controller/][planautomate.com/careers-senior-project-manager/]. These roles target experienced professionals with backgrounds in large projects, indicating a strategy to enhance their implementation and advisory services for enterprise clients.

Furthermore, PlanAutomate is looking for "Software Developers" to contribute to their "revolutionary Project Automation" solutions [planautomate.com/careers-software-developer/]. This sustained demand for technical talent underscores their investment in product development and their continuous efforts to evolve their platform, which integrates deeply with Microsoft Dynamics 365 Finance to create a "Project-Driven Operating System" [planautomate.com/what-we-do/]. The consistent recruitment across these critical areas suggests a healthy growth trajectory and a strategic focus on expanding both their software capabilities and their customer success teams to support their enterprise-grade solutions.

While specific revenue figures, funding rounds, or valuations are not publicly disclosed, PlanAutomate emphasizes its role as a Microsoft Partner and its long-standing history of delivering EPM on D365 since 2007 [planautomate.com]. The company highlights its ability to provide a complete technology stack that integrates D365 Finance and SCM with its core EPM system, aiming to solve the challenges project delivery teams face with standard ERP implementations [planautomate.com/about/].

Daniel Bévort, CEO of PlanAutomate, has a background in enterprise systems, having been an architect of Axapta (now Dynamics 365 Finance), indicating deep industry expertise at the leadership level [planautomate.com/leadership-team/]. The company positions itself as an innovator in a new category of software systems, Project Automation, suggesting a focus on product development and market expansion rather than public financial reporting or M&A activities [planautomate.com/careers/].

Beyond formal events, PlanAutomate consistently shares insights and expertise through various content channels. Their "PMO Content" section on the website features articles and discussions relevant to project management offices, with topics such as "Microsoft Dynamics 365 Project Operations: Who is it for?" (November 19, 2025), "Project Online is Retiring. What Do You Do Now?" (September 12, 2025), and "The Real Cost of Managing Projects Outside Your ERP" (August 27, 2025) [planautomate.com/category/pmo-content/]. These publications serve as a form of event or educational offering, providing valuable information to their target audience.

PlanAutomate also engages with its audience through providing informative resources like the PlanAutomate’s AI Primer, which offers in-depth responses from their PlanVector AI and details their approach to AI in project management [planautomate.com/advanced-ai-project-driven-business/]. This primer acts as a detailed whitepaper or webinar, accessible on-demand, for those interested in their advanced AI capabilities. They further offer free consultations for prospective clients to discuss implementation and scaling project management capabilities with PlanAutomate [planautomate.com/enterprise-project-management-platform/].