CRM Professional Consultants

BACKGROUND

Please describe your company and position.

I am the CIO of Innox Enterprises

Describe what your company does in a single sentence.

Financal Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRM Professional Consultants to accomplish?

• Implement Dynamics 365 CRM, ASP.Net MVC Portal Development
• Power BI reporting, Management Consultant
• Power BI

SOLUTION

How did you find CRM Professional Consultants?

• Referral
• Employee Reference

Why did you select CRM Professional Consultants over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from CRM Professional Consultants were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of Work – NowAccount (Dynamics 365 Consultant / Solution Architect)
Led the end-to-end implementation of Microsoft Dynamics 365 Customer Engagement (CE), aligning system capabilities with NowAccount’s business processes.
Conducted requirement gathering workshops with stakeholders to understand business needs around customer management, account handling, billing, and service delivery.
Designed the solution architecture covering data model, business processes, and integrations with external systems.
Configured entities, forms, views, business rules, and workflows to optimize user experience and ensure process automation.
Implemented Power Automate flows and custom plugins to streamline repetitive tasks and enforce business logic.
Designed and delivered interactive dashboards, charts, and Power BI reports for management visibility and decision-making.
Integrated Dynamics 365 with third-party financial/ERP systems (QuickBooks, SAP, or proprietary platforms as required).
Developed a security and role-based access model ensuring compliance with business policies and data protection standards.
Provided user training, adoption workshops, and documentation to empower internal teams for long-term success.
Supported post-go-live stabilization with issue resolution, enhancements, and continuous optimization.
 
Key Deliverables
✅ Functional & Technical Design Document (FDD/TDD) for Dynamics 365 CE solution.
✅ Customized Dynamics 365 environment with tailored entities, forms, and workflows.
✅ Automated approval workflows (e.g., deal approval, account validation, payment processing).
✅ Power BI dashboards & reports for performance monitoring and business KPIs.
✅ Integration framework/API connections for financial systems and third-party apps.
✅ Security roles & governance framework for controlled system access.
✅ End-user and admin training sessions with user manuals & adoption guides.
✅ Post-implementation support plan with SLAs.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

📈 Improved Customer Onboarding Efficiency – Reduced onboarding time by 30–40% through automated account setup and validation workflows.
⚡ Increased Process Automation – Eliminated 70% of manual data entry by integrating Dynamics 365 with financial/ERP systems.
⏱ Faster Approval Cycles – Reduced deal/account approval turnaround from 3 days to less than 24 hours using automated approval flows.
📊 Enhanced Reporting & Visibility – Delivered real-time dashboards and Power BI reports that improved executive decision-making speed by 50%.
🔒 Improved Compliance & Security – Implemented a role-based access model, ensuring 100% adherence to data governance and audit requirements.
🤝 User Adoption & Training Success – Achieved 90%+ active usage within the first 60 days post-go-live through tailored training and adoption strategies.
💰 Cost Savings – Reduced operational costs by minimizing redundant manual processes, saving approximately X hours of staff time per month.
🌍 Scalability & Growth – Enabled the system to handle a 2x increase in client volume without additional headcount.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• The consultant demonstrated excellent project management skills, effectively balancing technical delivery with stakeholder engagement.
• All project milestones and deliverables were completed on or ahead of schedule, ensuring a smooth implementation with minimal disruption to daily operations.
• They maintained clear communication throughout the project, providing regular updates, progress reports, and early visibility into potential risks.
• Showed strong responsiveness to evolving needs, quickly adapting solutions when business requirements shifted or new challenges arose.
• Demonstrated a collaborative approach, proactively engaging with business users, IT staff, and leadership to align priorities and ensure expectations were met.
• Post-implementation, they continued to provide timely support and enhancements, reflecting a commitment to long-term success rather than just project closure.

What was your primary form of communication with CRM Professional Consultants?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

• Their innovative business model stood out — providing businesses with immediate access to revenue from their invoices rather than traditional loans or factoring.
• A strong customer-first mindset, where the focus was not just on transactions but on empowering small and mid-sized businesses to grow sustainably.
• Their commitment to process efficiency and automation, which made it easy to align Dynamics 365 with their operational goals.
• The collaborative culture — stakeholders were engaged, open to new ideas, and highly supportive throughout the project.
• A clear vision for scalability, ensuring that technology investments were aligned with long-term growth and market expansion.
   

Are there any areas for improvement or something CRM Professional Consultants could have done differently?

Areas for Improvement: (Overall, these are minor points in an otherwise excellent engagement)

• Could provide more proactive documentation for smoother knowledge transfer.
• Earlier end-user involvement in workshops would have been helpful.
• More structured change management support could further boost adoption.