Providing a complete range of CRM Solutions tailored perfectly to fit your business

Our Services

 

Functional Consultancy and Project Management

​

In most cases when a company begin either a new implementation of Microsoft Dynamics or start to plan an upgrade of an existing system, the first thing that they look for is a Functional Consultant.  Our team of Functional Consultants and Project Managers are experts in assessing the specific requirements of a project,.  We then document these requirements and build them into a full design with a project plan ready for sign off.  Not every site has this requirement but if you are unsure about planning a project, or unsure about how to plan your project before you begin implementation, then please do not hesitate to contact us first with any questions.

 

 

Design and Build

​

Once the design overview is complete,  the Functional Consultant will start to work with the Design before consulting with our developers to assess any work flow processes and  customisations within the project that may require development.  This process is then tracked and documented in-line with the Project Manager and the main project plan.

​

User Acceptance Testing

 

Next in the process are the User Acceptance Testers their role is to run bespoke test scripts as part of the project. We carry out this testing to ensure that the system build is following the correct processes outlined in the Functional Consultants documentation.  At the same time the testers are double checking that the system stays in line with the requirements written in the user stories documented in the initial design with the Functional Consultant.

​

Bespoke Training

 

Absolutely all the Microsoft Dynamics Training that we deliver for our Clients is bespoke.  We tailor our training solutions to completely fit the requirements of both the business as a whole and the future users of the system.  We also make sure that the training is consistent with the work of the Functional Consultant and the main project plan.  

Where necessary we build train the trainer courses and teach the internal trainers how to deliver any training relating to the project to the end users.  If training directly ourselves, we work out training plans to establish that the courses are specific to the future users, and also make sure that any Super Users are fully trained.  This process makes sure that the Super users are able to continue the education of the end users once the project goes live.

 

Company size does not matter to us and we deliver training projects to any scale, from larger blue chip companies worldwide,  through to much smaller sites just starting out on a Microsoft Dynamics journey.  Training can be delivered as a longer term project for new Dynamics users, refresher delivery on an existing solution or in advance of purchasing the software as more of a consultancy service.

 

Training Documentation

 

We also build tailored training materials in line with project requirements, from full comprehensive manuals and video's through to on screen capture presentations, to assist the users in the on boarding process.  Our training materials are always created according to a companies own unique solution and specific requirements. We also write tailored exercises to compliment both the training courses and materials that we deliver.

​

Support

 

At the end of the project, we fully document the solution that has been delivered and hand this final summary document to both the client and the support team who will look after the project from the moment the project reaches go live.