Summit Launchpad: PlanAutomate’s Matt Mong Explains New AI Analyst Offering, Summit Highlights
In this Summit Launchpad Interview, recorded on-site at Community Summit NA 2025, Kieron Allen is joined by Matt Mong, VP, Sales and Marketing, PlanAutomate, to discuss the company’s new AI offering, a custom AI analyst, and shares how it’s uniquely different than other products in the ecosystem.
Key Takeaways
- Company overview: PlanAutomate is a company that integrates all project management processes (scheduling, resource and operations management, financials, budgeting, reporting, and governance) into a seamless system within Microsoft Dynamics 365 Finance, notes Mong.
- New AI innovations: Being showcased at Summit NA is a custom AI analyst that goes beyond basic agents by using a fine-tuned model to identify root causes of project issues and predict downstream problems. The product offers an intuitive chat interface for easy access to project insights.
- Differentiation: Mong explains that this product is the most robust and comprehensive project management solution built on the Dynamics platform, offering a uniquely unified system that is unmatched within the ecosystem.
- Summit NA Highlights: When describing Summit takeaways, Mong notes that AI is a major focus, but so is the growing sense of community which he appreciates.
