Company segment Industry Challenge Solution Keywords
Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM On-Premise

Customer Service, Compliance Management, Data Migration (extensive), Document Production, Extend/enhance functionality, Platform Migration, Statutory Reporting

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Customer had a customised On-premise solution, needing to migrate to the Cloud platform. The platform migration maintained existing functionality where appropriate while also introducing design and productivity improvements. Revamped integration with document management 3rd party solution, and integration with Power BI reporting platform.

Govt. Dept or Authority Govt - State CRM Upgrade Scoping & Strategy

Platform Migration

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Customer has a customised On-premise solution, looking to migrate to the Cloud platform. The migration study will scope the functional and productivity improvements and quantify the cost and timeframes

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Stakeholder Management, Workflows & Business Process, Extend/enhance functionality

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Expansion of the number, type, purpose and content of email templates used throughout the stakeholder management processes.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Finance or 3rd party integration, Stakeholder Management

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Integrate CRM with a separate Grants Management database to provide a single customer view of applicants, and to provide ancillary processes that are not provided by the Grants solution.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Stakeholder Management, Other Marketing Solution

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Provision of an Events management and ticketing capability, with business processes and logic to manage allocation rounds, invitation send and response.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Finance or 3rd party integration, Portal, Stakeholder Management

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Integration and presentation of information on associated organisations, from a separate 3rd party web source, which will then drive CRM processes for communication with these organisations.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Portal, Stakeholder Management, Document Production

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Customer provides domestic and overseas journalists, industry members, and influencers with familiarisation experiences (FAMILS) within the tourism sector. This enhancement compiles different bookings and experiences into a final itinerary which is available to view and print from the portal.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Website integration

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Presentation of information from 3 separate 3rd party web resources, so that CRM is a single view of member data.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Statutory Reporting

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Exposure of critical CRM information into Power BI for reporting.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Stakeholder Management, Compliance Management

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Customer required the CRM to collect and collate information from operators regarding their COVID impact and readiness.

Govt. Dept or Authority Govt - State Specialist Support D365 CRM On-Premise

Platform Migration

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Providing specialist advice and assistance to a Govt Dept undertaking their own migration from On-Premise to Online

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Portal, Data Migration (extensive)

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Due to GDPR legislation and domestic privacy legislation customer was required to comply with restrictions on the retention and disposal of contact information within the CRM portal records. Initial job cleaned up the legacy data, and ongoing jobs were scheduled to maintain the records according to legislation.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Portal, Stakeholder Management, Compliance Management

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The Customer provides experiences to their clients through their CRM portal, and they wish to capture and assess risk assessment information for specific activities.

Govt. Dept or Authority Govt - Local CRM Customisation D365 CRM Online

Extend/enhance functionality, Workflows & Business Process

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Rescue of an existing D365 solution that was poorly designed and not performing, resulting in our recommendations for a number of different streams of activity, which were accepted. This stream introduced a modified structure and forms design, with business processes and workflow automation.

Govt. Dept or Authority Govt - Local CRM Customisation D365 CRM Online

Extend/enhance functionality, Sales Management

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Rescue of an existing D365 solution that was poorly designed and not performing, resulting in our recommendations for a number of different streams of activity, which were accepted. This stream introduced reporting and dashboards for team and general management, reducing duplication of effort and data.

Govt. Dept or Authority Govt - State CRM Replacement or Rescue D365 CRM Online

Customer Service, Finance or 3rd party integration, Order Management

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Govt Dept was managing and delivering their own CRM project but needed some expert advice and design guidance, to ensure their solution delivery was efficient and adhered to best practice.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Localisation, Portal

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Provide Chinese and Korean localisation (translation of screen content) of the portals interface for Chinese and Korean portal users.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Stakeholder Management, Extend/enhance functionality, Workflows & Business Process, Compliance Management

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Should an incident occur with a visiting FAMIL, the ability to capture that incident within the portal and allow the Customer team to assess and manage risk and provide follow up and services.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Portal, Customer Service, Stakeholder Management, Document Production

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Customer’s portal supports FAMILS (domestic and overseas familiarisation experiences) within the tourism sector, and upon completion of an experience, the FAMIL can provide feedback on their experiences with participating operators, which is then assessed, with results compiled and published via Power BI, and shared with operators.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Portal, Stakeholder Management, Compliance Management

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The Customer provides experiences to their clients through their CRM portal, and they wish to capture their compliance with the customer’s terms and conditions, and capture risk assessment information.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Stakeholder Management, Extend/enhance functionality, Workflows & Business Process, Compliance Management, Document Production

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Within the accreditation and certification processes for Operators, to produce deeper segmentation and categorisation based on more complex data, and incorporate into reporting.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM Online

Localisation, Portal

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Provide Japanese localisation (translation of screen content) of the portals interface for Japanese portal users.

Govt. Dept or Authority Govt - Local Specialist Support D365 CRM Online

Sales Management, Membership Management

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Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements

Govt. Dept or Authority Govt - Local CRM Replacement or Rescue Scoping & Strategy

Membership Management, Extend/enhance functionality, Sales Management, Workflows & Business Process, Project Management

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Rescue of an existing D365 solution that was poorly designed and not performing, and was unable to be modified for required improvements, business process changes and reporting. We presented our recommendations on redesigning the solution, resulting in a number of different streams of activity, which were accepted.

Govt. Dept or Authority Govt - Local CRM Optimisation Extensions & Integrations

3rd Party add-ons, Click Dimensions

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Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding – training of the marketing users and assisting them in getting initial campaigns operational.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

3rd Party add-ons, Click Dimensions

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Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding – training of the marketing users and assisting them in getting initial campaigns operational.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Finance or 3rd party integration, Workflows & Business Process, Extend/enhance functionality, Membership Management

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Customer’s CRM was integrated with an ERP/Finance solution, and some of their financial methods (such as Journaling entries and accruals) needed to change to reflect new standards. CRM required modification to reflect these new standards.

Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM On-Premise

Platform Migration

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Customer had a number of Azure services supporting their existing On-premise solution which needed to be consolidated, improved and migrated to a different Azure platform.

Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM On-Premise

Platform Migration

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Migration of the customers On-premise solution to the Online platform, incorporating functional improvements

Govt. Dept or Authority Govt - Local CRM Replacement or Rescue D365 CRM Online

Customer Service, Data Migration (extensive)

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As a secondary project phase, migrated data from a 3rd party CRM being utilised by the customer service team into CRM

Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM On-Premise

Solution Upgrade, Extend/enhance functionality, Workflows & Business Process, Stakeholder Management

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Govt dept’s mandate and responsibilities were changed, so their existing On-premise solution required a review to understand the scope of change required to support their new role. Recommendations were accepted and were deployed.

Govt. Dept or Authority Govt - State CRM Setup Extensions & Integrations

Other Marketing Solution

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Assistance in assessment, preparation and installation of the Adobe marketing automation solution

Govt. Dept or Authority Govt - State CRM Customisation Marketing Services

Other Marketing Solution, Stakeholder Management

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Provide an easier way for the marketing team to define segments and prepare more complex lists for member communication, without having to generate Advanced Finds.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM On-Premise

Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration

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Customer introduced new processes and accreditation for advanced certifications for it’s members, also impacting the fees and renewals processes, and the integration with Finance.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

3rd Party add-ons, Document Production

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Addition of 3rd party integration for advanced document merging capabilities, and development of document templates

Govt. Dept or Authority Govt - State Specialist Support D365 CRM Online

Stakeholder Management, Compliance Management, Document Production, Click Dimensions

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Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

3rd Party add-ons, Document Production

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Addition of 3rd party integration for advanced document merging capabilities, and development of document templates

Govt. Dept or Authority Govt - Local Specialist Support D365 CRM Online

Customer Service, Membership Management, Sales Management

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Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements

Govt. Dept or Authority Govt - State CRM Setup D365 CRM Online

Portal, Stakeholder Management, Extend/enhance functionality, Workflows & Business Process, Compliance Management, Document Production

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Customer provides domestic and overseas journalists, industry members, and influencers with familiarisation experiences (FAMILS) within the tourism sector. This portal provides the ability for participants to register and maintain their information, provide documentation, comply with T&Cs, manage bookings and itineraries, and provide feedback on experiences with operators.

Govt. Dept or Authority Govt - Local CRM Optimisation Extensions & Integrations

3rd Party add-ons, Click Dimensions

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Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding – training of the marketing users and assisting them in getting initial campaigns operational.

Govt. Dept or Authority Govt - Local CRM Optimisation D365 CRM Online

Data Migration (extensive)

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Data Migration of an additional business unit’s data into the CRM, so that CRM becomes the central source of data for all departments.

Govt. Dept or Authority Govt - Local CRM Optimisation Extensions & Integrations

SharePoint integration

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Installation of our add-on that enhances the standard SharePoint integration, improving the user experience and productivity of users

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM On-Premise

Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration

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Customer commenced servicing associated members, and offering different services, requiring changes to business processes, workflows and other logic, as well as reporting and changes to the integration to the Finance solution.

Govt. Dept or Authority Govt - State CRM Setup D365 CRM Online

Stakeholder Management, Extend/enhance functionality, Workflows & Business Process, Compliance Management, Document Production

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Customer provides domestic and overseas journalists, industry members, and influencers with familiarisation experiences (FAMILS) within the tourism sector. The CRM manages the internal processes to support and manage funding, documentation, compliance and risk, and bookings and itineraries. Maintains a database of operators within the sector.

Govt. Dept or Authority Govt - Local CRM Setup D365 CRM Online

Extend/enhance functionality, Workflows & Business Process, Customer Service, Project Management, Data Migration (extensive)

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    string(8) "20180331"
  }
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  }
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    [0]=>
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  }
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  }
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  }
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}

Customer had an existing Dynamics CRM solution, which did not meet their needs. Our review provided recommendations, which were accepted and deployed, requiring a redesign of their entire solution, data migration from the previous version, and introduced automation of business processes and reporting across their customer service and policy teams.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Finance or 3rd party integration, Document Production, Stakeholder Management

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Customer supports member business organisations servicing consumers, and a report providing a visual representation of each member’s performance throughout the year is generated from complex CRM data and published to the members.

Govt. Dept or Authority Govt - State CRM Customisation D365 CRM On-Premise

Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration

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Customer’s CRM was integrated with an ERP/Finance solution. The fee structure and methods they would accept payment from members changed, also resulting in changes to revenue forecasting and revenue recognition.

Govt. Dept or Authority Govt - State Specialist Support D365 CRM Online

Stakeholder Management, Compliance Management, Document Production, Click Dimensions

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    [0]=>
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    [0]=>
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Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements

Govt. Dept or Authority Govt - Local CRM Replacement or Rescue Scoping & Strategy

Customer Service, Project Management

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    [0]=>
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    [0]=>
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Customer had an existing Dynamics CRM solution, which had been customised with varying levels of success and completeness. They needed a stable platform in which they have confidence, before implementing further customisations. We performed a review and provided recommendations, which were accepted.

Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

SharePoint integration

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    [0]=>
    string(7) "default"
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    string(19) "field_60dd62d0d2c47"
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  array(1) {
    [0]=>
    string(6) "a:0:{}"
  }
}

Installation of our add-on that enhances the standard SharePoint integration, improving the user experience and productivity of users

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