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CRM Migration and Support Case Study.

848 Proves to be an Expert Microsoft Dynamics Partner to UK Regulatory Body.

Key Facts.

Industry sector
3rd / Regulatory Body

Size/Location
600 employees
£120M revenue

Solution
Dynamics CRM Migration and Support

Overview.

  • 848 took over the support and maintenance of an existing on-premises Dynamics CRM system in a large UK regulatory authority.
  • As the new Microsoft Dynamics partner, they provided support for the legacy platform, ensuring changes could be accommodated to meet the demands of users and customers as membership criteria changed.
  • 848 performed daily hygiene and monitoring on the system to ensure optimum performance during critical business revenue generating period. This allowed invoice generation to be completed in record time.
  • They continued to provide support for the system until its retirement 18 months later, including completing another successful annual renewal exercise without any outages or errors.

Background.

A large UK regulatory body approached 848 as a Microsoft Dynamics partner to design and rebuild their modern workplace and cloud platforms through advisory consulting. With a team of 600 staff, the client supports more than 125,000 professionals and 11,000 organisations in both the public and private sector, ensuring they adhere to professional standards.

848 has provided a variety of solutions and services to the client, from designing and building their modern workplace and cloud platforms, through to advisory consulting. Their longest serving relationship is in the provision of their IT service desk and end user support.

The Challenge.

The client had invested in Microsoft Dynamics with a previous supplier. This system was critical to the management of professionals, collection of fees, and issue of practicing certificates. This is an exercise which is performed by the client annually over a fixed period and generates approximately 75% (£90M) of their £120M yearly revenue.

The client needed an experienced Microsoft Dynamics partner who could help ensure the continued operation of their system during the critical renewal period, and perform the modifications required to meet the changes in regulations. Holding high level of expertise and accreditations in Microsoft Dynamics, 848 was well positioned to assist.

The Solution.

848 is a Microsoft Solutions Partner with a team of solutions architects specialising in Dynamics. 848’s experienced Dynamics experts undertook a detailed discovery exercise of their existing system including a code level review. They then implemented a support service to ensure the continued running of the system and manage the critical changes needed.

The 848 team worked with the client to develop a phased roadmap which would enable a smooth transition from one platform to another. This considered the need to manage dual running finance systems during the transition to provide seamless consolidated accounting. It also enabled individual areas of the business to migrate onto the new platform independently and at a time to best suit them.

The Result.

The annual certificate renewal exercise was completed successfully, in record time and with the lowest ever recorded incidents. They also ensured the demands of users and customers were met as membership criteria changed.  

848 continued to provide valuable support for the system as a dedicated Microsoft Dynamics partner for a further 18 months until the system was retired, completing a further successful renewal period without any outages or errors.

 

Speak to the Team

The 848 Methodology in Action.

Plan.

848 developed a detailed roadmap that would enable the seamless transition from one platform to another.

Build.

They implemented a support service to ensure the continued running of the system and manage the critical changes needed.

Run.

848 continued to provide valuable support for the system for a further 18 months until the system was retired.