This program of work was designed to support our client to rationalise these systems in a cost effective manner. It marks the beginning of the transition to a single enterprise solution in Dynamics 365 with Field Services and Project Service Automation. Fundamentally, it will support their digital transformation and leverage off their existing O365 investment. The project will help drive down high IT costs, improve reporting capabilities with a system that is easy to use and quick to deploy across our client’s Service Lines.

Velrada engaged with senior leaders in the business to understand the drivers and critical success factors. Given the nature of the live systems that were to be rationalised it was critical to work with key business functions and the IT teams to ensure a smooth transition to operations. With our client having recently entered into a strategic partnership with Microsoft, an experienced partner was needed to deliver the vision for creating solutions which fully leveraged the Dynamics platform to accelerate time to value and demonstrate how technology and process improvement could be delivered through this investment

The base Dynamics 365 platform has the capability to deliver across the full project services and field services value chain: including – for field service automation – service agreements, schedule and dispatch, inventory management, mobility, connected field service and the deliver of a customer-centric experience; and – for project service automation – opportunity management, project planning, resource management, team collaboration, time and expenses, customer billing and service analytics. We engaged early with the client to ensure fast time to value around an initial proof of concept, to demonstrate the opportunity of the solution throughout the organisation.