Designing and deploying customized Microsoft solutions, we help organizations to build unique relationship with clients, predict and meet their needs. We conduct comprehensive enterprise analysis, design, planning, implementation and support of tailored solutions for customer service, case management, call centers, and client portals based on Dynamics 365 and Office 365 technologies.
Relationship Blueprinting, Transformation and Bench-marking
Relationship transformation programs and solutions leverage a disciplined set of relationship blueprinting and activities designed to discover ways value might be added to the complete range of customer and stakeholder relationships. This includes consideration of key processes and roles as well as a review of existing systems and data.
Based on our discoveries, we design and implement systems to facilitate relationship transformation. This typically involves combining organizational enhancements with IT customizations based on Dynamics 365/CRM, Office 365 and other relevant Microsoft technologies.
Integrated, cloud based customer management system and BI solution for Colliers International is one examples of our innovative solutions that improved operational performance and increased productivity across the organization. Case Study, read more
CRM and Security Model for Financial Services
For financial services organizations maximizing the value of existing clients is essential to business growth. Achieve a consent-based 360-degree view of your customers across all divisions:
- wealth management
- foreign exchange
- commercial, retail and insurance
- generate real cross-selling and up-selling opportunities across the financial services organization.
Patient Recruitment and Outreach Management
Enable full cycle disease/health screening management and engagement for patient recruitment, outreach and follow up. Handle the complex patient eligibility criteria for each screening program and mailing/sorting algorithms. Integrate with a data warehouse to store clinical and demographic patient data subject to rigorous privacy restrictions. Case Study, read more