Recent Projects

The client was already using SuiteCRM, an open source CRM, but had identified that the existing system was not capable of supporting their growth plans for the business.

Our client had researched the market themselves for alternative CRM platforms and had identified Microsoft Dynamics 365 as the most suitable solution.

Worked closely with the client over a period of four months, we successfully migrated them from SuiteCRM to Microsoft Dynamics 365 online, creating a highly customised "CRM Business Solution" in the process. Specific items that were implemented within the project included:

• All sales and service delivery business processes are now fully tracked and managed in the system, enabling the different teams to have access to the most current customer information

• Website integration, with all inbound enquiries being automatically fed into Dynamics 365, facilitating a streamlined and automated process with less chance for human error and faster processing of data

• Extensive use of document generation from data in Dynamics 365, including contracts, client documentation and labels, giving a uniform look and feel across all documentation without the need for extra resources

• eSignature integration for the signing of contracts, reducing contract administration time

• Geographical scheduling of collections and deliveries with the system, saving on travel time and the associated costs

• A mobile app that is used by the drivers for logging their collection and delivery activities, to further increase efficiencies within the operations process

• Xero integration

• Microsoft Power BI reports

The system is used by almost all staff every day and is now a fundamental part of the business, delivering massive efficiency gains, thus supporting the expansion of our client’s business.

Our client wanted to create sales reports combining data from their Microsoft Dynamics 365 system and their separate job scheduling database application.

We used Microsoft Power BI to pull in and combine the data from both systems. We transformed and aggregated the data in order to create a data model suitable for the reports that were required. A set of reports was then created that allowed the business to see the overall picture across sales from Dynamics 365 and their job scheduling system. The reports were uploaded to the Microsoft Power BI online service and shared with the staff that needed access to them.

The company was looking to move all of their document storage from their on-premise server up to Microsoft SharePoint Online. Ongoing SharePoint consultancy and support was needed as part of the process.

We advised the client on how to structure their SharePoint sites in the best possible way and provided training on how to manage permissions effectively. Ongoing SharePoint support was also provided.

A well-established building supplies business, whose customers included both trade clients and DIY enthusiasts, were using a custom-built CRM as their client database and order tracking system. The system had been built, and was hosted by, a one-man developer. The business had active growth plans and had identified that the existing CRM was incapable of supporting those plans.

We implemented a more sophisticated system in Microsoft Dynamics 365 for the client, with sales pipeline forecasting, order tracking and reporting. Overall, having moved to Microsoft Dynamics 365, the business achieved massive efficiency & productivity gains, supporting their growth plans. They even managed to dispose of a room full of filing cabinets, holding job-based paperwork.

Our client had been using Lists in Microsoft SharePoint Online to create a loosely coupled database application for recording their client's project related data. Their client was a National Government. As part of a latter phase of the project, a requirement to move the SharePoint site into the National Government’s own IT infrastructure came up.

We installed Microsoft SharePoint Server in a Virtual Machine within the National Government’s IT environment. We re-created the existing site structure in SharePoint and migrated the List data over piece by piece. This involved maintaining the many links between Lists, and migrating the Managed Metadata hierarchy that was being used for data categorization.

Our client wanted to move their document storage to a cloud solution and had identified Microsoft SharePoint Online as an option as they were already using Microsoft Office 365. They were also looking forward to making use of SharePoint’s portal capabilities to create a company intranet.

The business was referred to us by their IT support company. Working with our client, we came up with a hierarchical site structure based on their business unites. Furthermore, we defined how the intranet aspects of the site should work. We implemented it successfully and handed our solution over to the IT support company to manage, providing them with training on how to maintain the new system.

The organisation was using Lists in Microsoft SharePoint as a 'loosely coupled' database application and needed to export the data as structured XML for regular submission to the European Union.

We created a SharePoint App and installed it within our client's SharePoint set-up. The App pulled the data from the many Lists, aggregated and restructured it, and created the XML files for submission to the EU.

The client had been set up in Microsoft Dynamics CRM online by their Dynamics GP Partner, but had not received any customisations or training. The business was looking for help to customise CRM around their sales processes. Furthermore, they were looking for ongoing training and professional guidance.

We customised the sales side of Dynamics CRM to fit their business processes and delivered database integration with their transactional database system. In addition, we looked at the Field Service application for scheduling consultant visits to their retained customers.

The business's sales pipeline was being managed by spreadsheet. The new sales manager wanted to get a proper and more professional CRM solution in place. The sales process was complex, and had a protracted sales cycle, with several product offerings, each with their own sub-processes. Once a prospect had agreed to go ahead, there was also a long service set-up cycle that had to be followed. The general aim was to track and manage the sales through to service set-up in a centralised CRM system, as the business had office-based and home-based sales representatives around the country.

We implemented their sales processes in Microsoft Dynamics CRM, including all branching depending on service options. The sales processes included defined sets of scheduled follow-up activities and milestones. Similarly, our client’s service set-up processes were implemented in Dynamics CRM, with predefined project timelines, that the set-up progress could be tracked against. Additionally, we integrated Dynamics CRM with their transactional sales database, so that master data and headline sales figures could be pulled into Dynamics CRM.

The client had been making extensive use of Microsoft SharePoint for both document management and storage of list-based information. The existing system was in Microsoft SharePoint 2007, hosted by an IT service provider. Our client wanted to move it all into Microsoft Office 365 SharePoint Online.

Moving the documents was a relatively easy exercise. However, with the Lists, due to the many cross-list links, a migration tool had to be written for the client. We successfully migrated everything over to SharePoint Online for them.

The client's Microsoft Dynamics CRM had been customised by a one-man developer, with whom the client had lost contact. They required some changes to be made and needed assistance.

Over a period of time, we added and changed customisations, mainly around the client’s sales and service delivery processes.

Our client had multiple separately branded websites, each with multiple forms, e.g. voucher requests, newsletter sign ups and sales orders. Each form submission created a separate inbound email and the business was struggling with manually dealing with the high volume of emails.

Thanks to our custom website integration process, website enquiries and website orders were automatically fed into their Microsoft Dynamics CRM system. Submissions from the same user were collected together under one lead record and duplicates were avoided. We created several dashboards for the sales team in order to process inbound inquiries and orders in a timely manner. In the past, these would have been manually transposed from the email inbox into CRM.

The client had already signed up for Microsoft Dynamics CRM on their own and was using it to manage and track post-sale processes, including order, delivery and payment status.

Their challenge had two sides:
- They needed detailed reports in order to analyse their sales in-depth. They had tried to create those reports themselves, but without advanced report writing skills, they had struggled.
- Importing CSV files from the website into Dynamics CRM was becoming increasingly difficult and time consuming as the business's sales were growing rapidly.

In conclusion, the client needed a simple way to create informative reports, while keeping track of the businesses changes in sales.

Working together with the client, we first created mock-ups in Excel of the detailed sales reports that might be required. This allowed the client to visualise each report, identify similar reports, and ultimately define the set of reports for us to create. By the end of the project we had created over thirty reports for the client, which entailed a detailed analysis of their sales by customer, customer type, key accounts, products, product categories, sales person, territory, margin and profit.

For the client’s second challenge, we created a standalone data import tool that was used to pull the necessary customer data and orders from the website and push it into Dynamics CRM. Overall, we were able to turn the import process from a daily ordeal using Excel, into to a simple point and click exercise.