Sognos

All Purpose Pumps (APP)

Industry

Pumping Solutions (Installationand Maintenance)

State

Victoria, Australia

Products and services

Dynamics 365 Field Service
Dynamics 365 for Sales
PowerApps
PowerBI
Office 365

Size

100-150

We initially engaged with APP to help repair their poorly built Dynamics 365 CRM system and later also help them upgrade to the new UI with the 2020 Wave 1 upgrade. It was quite challenging for them to simply upgrade with the amount of customizations that had been previously done, hence we help them migrate in a safer way. Further we have also implemented the Dynamics 365 Field Service solution on top of their Sales CRM to manage their day - to - day Service and Install Operations. The APP team now has complete visibility from end to end about their customers and prospects and are able to be on top of all the activities. This has led them to choose us as their trusted strategic technology partner as we look forward to build, transform or migrate all of their applications on the Microsoft deck

Situation
  • Discrete systems
  • Manual / Different Processes to create Quote
  • Agreements were being managed in Excel files
  • Running behind the schedule for PM Jobs
  • Quote to Work Order process was not in one system and hence added delays, inconsistencies and inefficiency
Solution
  • Deliver the Dynamics 365 Field Service System on top of theirDynamics 365 for Sales Solution.
  • Integration with the back end Inventory System to give dispatchers visibility of Van stock and Mainwarehouses
  • APP are also in the process of replacing their current ERP with Business Central, with our support. This is planned for in the coming quarters
Impact
  • Single source of truth for information
  • Ability to execute end to end service process in one system
  • Provide better customer experience
  • Once setup Agreements helpedschedulers to efficiently manage agreements
  • Integration with backend system gave right visibility to each department
  • Visibility of inventory for technicians and dispatchers