Success Stories
Our mission is to simplify the implementation of AI, low-code and business applications for delivery partners and end users alike to assure the successful delivery and adoption of the solutions you need most.
Driving Project Readiness for a National Utility Sales Company
Industry:
Water Utilities
Company Size:
400+ Customer Services, Sales and Marketing Representatives
Technology:
Microsoft Dynamics Contact Centre, Sales, Customer Insights Journeys, CoPilot, Power Platform, Azure Fabric.
Services:
Assess
Align
Assure
The Situation
- A large-scale Contact Centre, Sales and Marketing transformation project requiring close coordination between client teams and the Systems Integrator (SI) partner
- Multiple client-owned deliverables needed to be completed on time to enable a smooth build and deployment phase
- High risk of delays and cost overruns if responsibilities were not clearly managed
The Challenge
- Ensuring client deliverables (acceptance criteria, training and go-live planning, source data cleansing and mapping) were delivered to schedule
- Holding the SI accountable for adhering to scope, methodology, and delivery timelines
- Preventing scope creep and unplanned costs while maintaining momentum
- Supporting testing without losing focus on critical project dependencies
Our Approach
- Applied the Assess, Align, Assure methodology to guide the client through every stage of delivery
- Assess – conducted structured pre-work before project kick-off, analysing data sources, building the business case, and identifying risks and dependencies
- Align – mobilised client teams and secured funding (including ECIF from Microsoft), planned an eight-week discovery with 60+ workshops, and created precise scope and user stories
- Assure – placed an experienced Programme Manager and Test Manager to oversee delivery, ensuring client deliverables were on time, while holding the SI accountable for scope and methodology through discovery and into the build phase
- Embedded governance and leadership to maintain control, accountability, and momentum
Impact
- Business Case Secured project funding
- Greater price accuracy and accountability from the SI, reducing risks of scope creep and overruns
- A clear and disciplined delivery structure improved alignment across teams
- The project moved into the build phase with confidence, control, and reduced risk of unplanned costs
Key Takeaway
Early, independent readiness assessments lay the foundation for smoother delivery, faster adoption, and greater long-term value from technology investments.
Unlocking System Value for a Leading Vehicle Services Provider
Industry:
Automotive / Tyre Services
Company Size:
1,000+ Employees Across the UK and Europe
40+ Finance Team Members
Technology:
Microsoft Dynamics 365 Finance
Services:
Assess
Align
The Situation
The UK affiliate of a European tyre service provider – had recently implemented Microsoft Dynamics 365 Finance.
Despite being live, the system faced post-implementation challenges affecting efficiency, adoption, and user confidence.
The Challenge
The client needed to:
- Review configuration and customisations for alignment with business needs
- Identify quick wins to deliver immediate improvements
- Provide a clear roadmap for system optimisation
- Strengthen user skills and engagement through targeted training
Our Approach
Assess
- Conducted a comprehensive system review to identify gaps, risks, and opportunities for improvement
- Delivered quick wins that enhanced system performance and improved the user experience
- Developed a clear roadmap of phased recommendations to guide future enhancements
- Reviewed existing training materials and delivered targeted enablement sessions to strengthen user capability
Align
- Provided clear recommendations for improvements to optimise system usage and adoption
- Identified issues and worked collaboratively with the incumbent SI to deliver quick wins and resolve pain points
- Delivered targeted user enablement training to strengthen capability and drive effective system use
- Implemented data changes to maximise out-of-the-box functionality and reduce reliance on customization
Impact
Our work resulted in:
- Immediate efficiency improvements and reduced user frustration
- Clear, prioritised actions for future enhancements
- Increased user confidence and capability through focused training
Key Takeaway
By combining a thorough system assessment with targeted alignment and training, the client unlocked immediate efficiency gains, reduced reliance on customisations, and built a clear roadmap for future optimisation – resulting in stronger user confidence and sustained value from Microsoft Dynamics 365 Finance.
Get in touch
If you think you could benefit from support with your Microsoft Dynamics implementation project, get in touch today!
