Case Study #1
D365 Project Cost Control Engine
Governance model that joined procurement, warehouse, and finance into one WBS/BOQ decision flow.
Executive Summary
- Built one committed-vs-actual model across BOQ, activity, and WBS layers.
- Applied traceable allocation for header discounts, charges, and tax base logic.
- Separated received and invoiced states to remove reconciliation ambiguity.
- Added operational flags for settlement and aging risk before month-end.
- Delivered daily visibility for faster corrective action.
Deliverables
- Unified cost fact model with audit-ready rule layers.
- Allocation logic catalog with step traceability.
- Executive and operational Power BI views.
- Exception queues for procurement and finance owners.
- Governance checklist for cutover and daily control.
- Decision playbook for variance follow-up.