Deliver complex projects at scale and profitably with a cloud-based integration platform

evergreen connects your entire project lifecycle bringing together sales, delivery, finance, and talent in one modern cloud platform, purpose-built for software and technology services firms. As a cloud-based integration platform, evergreen eliminates fragmented systems and provides end-to-end project lifecycle management from pipeline to revenue.

professional services cloud platform

Get a cloud ERP for professional services to unify finance, delivery & talent

The Microsoft Industry Cloud for Software Services Firms is sa.global’s offering for IT services organizations. At the heart of this offering is the evergreen foundation that evolves with your business. Built on Microsoft Dynamics 365, evergreen is a cloud-based integration platform that connects every function across sales, delivery, finance, and talent to drive efficiency, utilization, and profitability.

By centralizing your operations in a single system, evergreen reduces manual effort, shortens billing cycles, and gives your teams the clarity they need to deliver profitable projects on time, every time. Serving as a cloud ERP for project-based organizations, evergreen ERP replaces disconnected tools with unified workflows across delivery, finance, and talent. With native AI capabilities built into key workflows and AI agents to fuel each part of your project lifecycle, evergreen helps teams work smarter.

Why choose a cloud-based integration platform for professional services

evergreen helps software and technology services firms solve the everyday challenges that impact margins, timelines, and team productivity. By operating as an integrated cloud platform, evergreen ERP connects execution data across teams, enabling proactive project lifecycle management and margin control.

evergreen ERP

Reduce revenue leakage with accurate time capture and aligned billing cycles 

evergreen ERP

Accelerate invoicing with project-driven billing and financial reconciliation 

evergreen ERP

Increase profitability through margin-aware delivery and real-time cost tracking 

evergreen ERP

Improve utilization with role-based scheduling and workload alignment 

evergreen ERP

Gain operational control from intake to revenue recognition, all in one system 

evergreen ERP

Unlock smarter decisions with AI-powered insights across delivery and finance 

Manage the project lifecycle end-to-end with a cloud ERP for professional services

From pipeline to project close, evergreen aligns every stage of your delivery lifecycle from client intake to scope definition, resource allocation, execution, billing, and financial reporting. This integrated platform ensures project lifecycle management remains connected to real-time delivery, cost, and capacity data. evergreen’s connected architecture and embedded AI agents allow your teams to respond faster, spot risks earlier, and improve outcomes across the entire lifecycle.

The prospect to cash (Project execution) journey

unified cloud platform for services

No more siloed systems. No more manual reconciliation. One platform. One source of truth. 

A true integrated cloud platform designed for project-based organizations like software services firms.

See what evergreen can do for each function of your firm

evergreen connects every department on a single platform, so teams work with shared data, shared goals, and total visibility. This integrated platform enables consistent project lifecycle management across sales, delivery, finance, and talent. Explore how each function benefits from unified operations, then dive deeper into what matters most to your role.

PSA for software services

Sales and marketing

Turn leads into contracts with real-time insights into pipeline, conversion, and handoff to delivery

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project delivery ERP

Project delivery

Deliver projects on time and on budget with full control of scope, effort, milestones, and resources

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unified CRM–project–finance platform

Finance

Track revenue, margin, billing, cash, and financial performance across entities and currencies

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PSA for IT services

Talent management

Staff projects intelligently and scale your workforce with performance-aligned metrics

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Manage projects, resources, and billing in one cloud ERP platform

Control every stage of delivery from planning and staffing to billing and reporting, all within evergreen.

Track projects across the full lifecycle

Manage the entire delivery process, from project setup and work breakdown structures (WBS) to progress updates and financial close. evergreen connects every project phase to ensure visibility, control, and accountability.

AI ERP for services

Get financial control from day one

Unify project cost tracking, billing, WIP, and AR in real time. evergreen integrates financial and delivery data, enabling you to measure project profitability, monitor collections, and reduce unbilled revenue.

  • Automate project billing and cost allocation
  • Reconcile WIP and actuals against budget
  • Visualize profitability by client, project, or practice
finance + project automation

Optimize resource scheduling and availability

Use built-in scheduling tools to assign the right people to the right projects, based on availability, skills, and workload. evergreen helps you avoid overbooking, improve utilization, and plan ahead confidently.

  • Schedule and reassign resources by role or region
  • Monitor availability, allocation %, and conflicts
  • Align delivery timelines with staffing plans
evergreen ERP

Monitor delivery and financial progress with linked data

evergreen connects your project and financial records, so operational decisions are always informed by accurate, up-to-date information. Delivery and finance teams align around shared data, without separate systems or manual consolidation.

  • Link project milestones, billing events, and cost tracking
  • Track earned value, planned vs. actuals, and project stage
  • Access unified records for contracts, delivery, and invoicing
unified cloud platform for services

A secure cloud-based integration platform built on Microsoft

evergreen brings every part of your services business from sales, delivery, finance, and talent into one secure, connected platform. As an integrated cloud platform deployed in your tenant, evergreen ERP gives project-based organizations full control over data, security, and compliance. Unlike fragmented tools or vendor-owned SaaS, evergreen runs in your own tenant, with enterprise-grade control and transparency. 

Microsoft-native PSA

One unified platform

Connect every business function with shared data, consistent workflows, and end-to-end lifecycle visibility.

PSA for software services

Your data. Your tenant

evergreen is deployed within your Microsoft Azure tenant, giving you full control over access, ownership, and compliance configurations. 

project delivery ERP

Enterprise-grade security and compliance

evergreen leverages Microsoft Azure’s security and compliance tools to protect sensitive data across the entire project lifecycle.

Get started with a cloud ERP for professional services

Get started with evergreen through sa.go!, our business-ready SaaS deployment path tailored for software and technology services firms.

Go live in just 6 months with a pre-configured, scalable solution that connects delivery, finance, sales, and talent in one unified platform. This cloud ERP for professional services accelerates adoption without sacrificing project lifecycle management depth.

Want to see how it fits your business?

Why choose sa.global for your software services firm?

The team behind evergreen has 30 years of Microsoft expertise and 2,000+ service-centric customers to prove it.

We built evergreen because we have spent over three decades embedding Microsoft technology into software services firms, accounting practices, law firms, and engineering consultancies. That depth of industry experience is baked into every module.

Microsoft Dynamics users supported
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From initial implementation to ongoing support, our team has helped hundreds of thousands of users across service-centric organizations get the most out of the Microsoft platform.

Microsoft Inner Circle member
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Fewer than 1% of Microsoft partners globally earn Inner Circle. We have been awarded it 13 years running, including 2025/2026, based on sales achievement, AI-centered innovation, and measurable customer outcomes.

countries where we have delivered projects
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Whether your software services firm operates in one market or many, sa.global has delivered Microsoft projects in 80 countries. Global scale, local expertise, and a single accountable partner for evergreen.

of Microsoft platform expertise
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Three decades of Microsoft partnership means that when a new Dynamics 365 release drops, we already understand its implications for your projects, your billing cycles, and your people before you even ask.

FAQs

How does evergreen integrate with our existing Microsoft 365 and Azure environment?

evergreen is a cloud-based integration platform built natively on Microsoft, designed to work seamlessly within your existing Microsoft 365 and Azure environment. As a cloud ERP for professional services, it connects Outlook, Teams, Dynamics 365, and Azure services without custom connectors, ensuring your data, workflows, and security policies remain unified inside your tenant. This makes evergreen a natural extension of your Microsoft ecosystem rather than another disconnected system.

evergreen prevents revenue leakage by linking project lifecycle management directly with time capture, delivery progress, and billing workflows. As a cloud ERP for professional services, it ensures billed revenue always reflects approved scope, effort, and milestones. This integrated cloud platform eliminates missed billable hours, delayed invoicing, and reconciliation gaps that commonly occur in fragmented systems.

Most mid-sized software services firms go live with evergreen through sa.go! in approximately six months. This accelerated timeline is possible because evergreen is a pre-configured cloud-based integration platform designed specifically for project-based organizations, reducing customization overhead while still supporting full project lifecycle management across sales, delivery, finance, and talent.

Yes. evergreen delivers real-time visibility into utilization, bench time, and workload alignment through its integrated cloud platform. By connecting resource planning, project execution, and financial data in one cloud-based integration platform, evergreen enables leaders to balance demand and capacity continuously. This level of visibility is essential for cloud ERP for project-based organizations that need to scale delivery without eroding margins.

evergreen manages the transition from pipeline to delivery using structured intake, approvals, and automated handoffs within a single integrated cloud platform. As part of evergreen ERP, sales opportunities flow directly into project lifecycle management, ensuring scope, pricing, resources, and timelines are preserved without manual re-entry. This integrated platform eliminates data loss, accelerates project setup, and aligns delivery teams from day one.