Situation
- A financial planning organization needed to modernize their legacy client engagement platform
- The legacy system was a custom developed solution that had been enhanced over a 10+ year period
- The organizations wanted to take advantage of a modern CRM system while maintaining their core value proposition to the military market
- The CRM project had gone through multiple false-starts and deadlines agreed to with business stakeholders were approaching quickly
- The client initially engaged the team to do a rapid assessment of the situation. The team was quickly able to devise a plan of action for meeting business deadlines, while achieving the system functionality desired
- Once a plan was in place, a blended team of resources was assembled to execute the implementation of Dynamics CRM
- Altruas Lead served as architect and CRM subject matter expert. In this role he led the execution of development and deployment of all aspects of the Dynamics CRM solution
- The solutions team devised a list of “must-have” features that would be required to replace the legacy system and built this functionality over a 9-month period
- The team took ownership of the data migration from the custom legacy system and built a complex data migration package using SQL Server Integration Services
Solution
Benefits
- The client rolled out their CRM system to over 1,500 employees and was able to meet business stakeholder deadlines
- All employees received in-person, hands-on classroom training from the client’s CRM business and technical experts
- The advisor experience has been streamlined and agents are able to better manage their business
- The final implementation provided the client with a centralized platform, which will allow for detailed reporting that was previously impossible
- At completion, the project was labeled a success by executive management and the legacy customer management system was retired
