AlianzAlianz Development is a leader in providing enterprise-level technology consulting services to clients worldwide, specializing in comprehensive, end to end delivery of IT projects for specific verticals. Our consultants are experienced technology practitioners who use industry standard methodologies and proven tools to help your business achieve its short- and long-term goals. Alianz’ is committed to Microsoft. We provide unmatched capability in Microsoft Dynamics CRM, Microsoft Dynamics, Microsoft Business Intelligence Platform, Microsoft SharePoint, and Microsoft Azure.
Alianz possesses an unparalleled enterprise-level expertise in the real estate vertical, including brokerage / advisory team automation, rich mobile experience, and map-based insight (GIS). Alianz is also committed to the Cloud and is specializing in taking legacy solutions to latest Microsoft cloud platforms. Finally, Alianz recognizes the need for integration, and possesses top industry expertise in system integration and hybrid architecture.
Alianz solutions translate right from roll out into real business benefits, including:
1. Dramatically improved visibility into deals coming down the pipeline, focusing sales and marketing resources on most profitable opportunities
2. Providing customer facing reports and insight, drastically reducing time for delivery of client materials
3. Engaging customer experience, ability to present available listings, properties, and comparable transactions right on the mobile device
4. Accounting and ERP integration, removing reporting discrepancies across all systems while maintaining strict internal controls and compliance
5. Offering deep insight into sales performance, including performance by broker / advisor, by team, by office, by asset class, and by line of business
The flagship Dynamics CRM Solution for Alianz is Colliers Dynamics CRM project, encompassing brokerage, research, conveyancing, and other areas of Colliers. This solution connects commercial real estate deals from mandate signing to closure. Colliers Dynamics CRM provides collaborative, role based experience to users and presenting end-to-end visibility of business performance to management. Being entirely cloud based, hosted through Dynamics CRM Online, SharePoint Online, and Windows Azure, Colliers Dynamics CRM is very lean and scalable, with 1000+ users across Canada and US.
Colliers International Dynamics CRM Solution includes the following modules:
1. Sales – real estate transactions
2. Service – internal project tracking and delegation is handled through support cases and activities
3. Marketing – CRM marketing module enables tracking of campaigns and marketing lists, enabling delivery of a listing to a targeted audience the moment it becomes available
4. Colliers Real Estate Data – real estate data, including properties, listings, are tracked through proprietary Dynamics CRM entities, fully integrated into the deal process
5. Document Management – listing brochures, property images, and multimedia materials are hosted in SharePoint Online
6. Colliers PowerSearch and Colliers Stacking Plan – innovative map based interactive solution enables instant client facing presentation of listings and comparables through Azure Websites based on Dynamics CRM data
7. Integration – extensive bi-directional integration is provided through SCRIBE, including integration to Dynamics AX.
8. Reporting – role based reports and dashboards are delivered using Power BI through SharePoint
Alianz is committed to building core competencies in Microsoft Dynamics CRM and Microsoft Dynamics AX. Alianz offers both functional and technical consultants in these products, with deep vertical expertise in insurance, asset management, brokerage, real-estate, and healthcare.
Alianz delivery methodology is based on Microsoft SureStep, being middle ground between agile and waterfall. This methodology provides extensive flexibility of agile, while retaining cost and timeline certainty and requirement traceability of waterfall. We ensure that a dedicated consulting team is placed with a client long term, and that Alianz resources are seamlessly included into clients’ team. Finally, Alianz through strategic placement, collaboration, and development programs, Alianz ensures that the client receives not only the solution but also with expertise to support and extend it.
Customer Relationship Management (CRM)
Transforming Customer Relationships Across the Board
Achieve a 360-Degree View of Your Customers
Alianz takes the best elements of conventional customer relationship management (CRM) systems and extends them to encompass relationships across organizations, throughout supply chains and just about anywhere that relationships matter. This approach is commonly referred to as xRM. We are located in Vancouver, but we service all of Canada.
We understand that to provide optimal returns, customer relationship management must go beyond simply managing existing relationships. Today’s organizations need ways to identify their most valuable relationships and then to extend and deepen these relationships. We call this relationship transformation.
Relationship Blueprinting, Transformation and Bench-marking
Our relationship transformation programs and solutions leverage a disciplined set of relationship blueprinting 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 CRM and other relevant Microsoft technologies. Our role continues deep into the execution and bench-marking of these new systems. Our Vancouver Dynamics CRM team is capable to help you achieve any size goal.
Alianz CRM Solutions
- 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.
- Stakeholder Relationship Management
Proactive end-to-end management and measurement of communications, engagement activities and events to build stronger and more effective relationships with internal and external stakeholders–from employees and customers, to the community and government agencies.
- 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.
- Association Membership Management
Associations provide vital services to professionals throughout industry sectors. We help professional associations gain insight into their members needs and preferences, facilitating the efficient delivery of meaningful interactions.
Enterprise Content Management
Targeted Enterprise Content Management & Delivery
Vancouver Enterprise Content Management Specialists (ECM)
Alianz’s approach to Enterprise Content Management does more than simply manage content. We extend standard Enterprise Content Management systems, empowering our clients to get maximum value from their content and to share knowledge throughout their organizations. We call this approach knowledge and content engineering.
Our goal with knowledge and content engineering is to maximize the returns you get from your investments in content. We help you deliver the right content to the right place at the right time providing employees, partners, suppliers and customers with knowledge that benefits both them individually and your organization as a whole.
Knowledge & Content Engineering for Maximum ROI
To expedite the delivery of relevant content to key stakeholders, we offer expert deployments of SharePoint, Showcase and other Microsoft technologies for content management. These deployments are custom-made; designed to work effectively with the way your organization uses content.
When deploying these technologies, we also conduct a review of any existing systems and business processes you use to manage and distribute content. Then we implement changes to these systems and processes, to maximize their effectiveness and ensure they work efficiently with your new Microsoft deployments.
Additionally, we conduct a thorough review of your existing content, analyzing the value this content might have for a range of stakeholders, in a variety of contexts. Then we organize it, so that each piece of content is quickly and easily accessible to all the relevant stakeholders.
Once these changes have been implemented, we stay involved, to carefully track and benchmark the spread of knowledge throughout your organization. We also track user adoption and the growth of overall ROI from your content. Then we review these interim results, to ensure the desired outcomes are being reached.
Business Value Planning Services
What is BVPS?
Business Value Planning Services, a new SA service from Microsoft, are designed to help you quantify the value of deploying Office technologies. A Business Value Planning Service (BVPS) engagement creates a business case that quantifies the ROI of deploying Office technologies, by highlighting a key business process that can be improved by the deployment, how to improve it and quantify the financial return of the deployment, and how to overcome any adoption roadblocks, to ensure you achieve your desired results.
Alianz is proud to announce they are partnering with Microsoft to deliver Business Value Planning Services (BVPS) engagements, and want to make you aware of this great new offering. Microsoft has launched this exciting FREE* initiative to help customers identify, unlock, and capture the business value of Office System solution. Using the SA Benefit daysincluded in your Enterprise Agreement for a 5-, 10- or 15- day engagement, the goal of each engagement is to help you find the value of deploying Office technologies.
Why should I be interested in BVPS?
- Save money in a difficult economic environment
E.g. Streamline the customer service process by providing self-service options to customers - Realize a greater return on your technology investments
Identifying multiple business processes that could benefit from a common technology investment lowers TCO - Solve business problems with a familiar technology platform
E.g. A consistent experience for mobile workers means higher productivity and increased sales - Build a convincing business case for Office System deployment
A measurable and achievable business case is easily built for the Office System when tied to key business processes - Identify and manage roadblocks to change
User adoption roadblocks can be minimized or eliminated by planning for the business process changes needed and creating an adoption roadmap
What can I expect?
Upon completing a Business Value Planning Services engagement, customers receive a current state process analysis, future state process design, an adoption/implementation plan and, a business case for the proposed solution.
Workshop Scenarios
Below are a number of sample scenarios that are applicable to each different workshop type. You may have different business opportunities or challenges, and we are happy to address those which are specific to your organization.
Content Management
Control your Content Chaos:
- Delays in document delivery
- Lack of coordination between document authors and organizational units
- Difficulty meeting internal stakeholder deadlines
- Significant amounts of document rework
- Frequent recreation of existing information or document research components
Records Management
- Inability to consistently apply metadata, retention schedules, record declarations, and legal holds to records
- Significant compliance concerns regarding new content types (multimedia, blogs, wikis, etc.) and communications (emails, IM, etc.)
- Accidental destruction of important documents and potential spoliation of evidence
- Long record review cycle time, laborious manual review effort
- Accidental dissemination of sensitive subject matter and intellectual property
- As employees are unsure of record handling procedures, legal department receives increased volume of potential records for review
The Easier Way to Search and Share
- Time spent searching for content increases project cycle times, as teams search across large number of files, different file types, and disparate file locations for required information
- Inability to incorporate “unstructured†content into search results, particularly new social content like team wikis, blogs, and discussion threads
- Inability to find pertinent content leads to repetition of costly work
- Finding outdated content versions leads to project errors
- Marketing staff required to contact IT for access to protected content
- Inability to consistently apply metadata, retention schedules, record declarations, and legal holds to records
- Significant compliance concerns regarding new content types (multimedia, blogs, wikis, etc.) and communications (emails, IM, etc.)
- Accidental destruction of important documents and potential spoliation of evidence
- Long record review cycle time, laborious manual review effort
- Accidental dissemination of sensitive subject matter and intellectual property
- As employees are unsure of record handling procedures, legal department receives increased volume of potential records for review
Web Content Management
- Challenging and costly to keep Websites fresh and to post new content
- Cannot easily surface important info important to visitors, increasing volume of costly support calls
- Cannot maintain brand identity across sites
- IT is a bottleneck for posting content and business users do not know HTML
- Lack of brand consistency and content policy applications across Website sites
- Cannot deliver “YouTubeâ€-like functionality on sites
- Cannot use sites to build/maintain customer communities
Operations and Process Management
Optimize Your Project Portfolio Management
- Lack of governance controls in project management leads to misallocation of resources
- Lack of resource utilization knowledge across projects leads to resource surpluses or deficits for ongoing projects
- Lack of visibility into status of projects in the portfolio, which impacts future project pipeline planning
- Laborious process to update project status, resource utilization, and resource requirements
- Long project status reporting process taking 10 days of cycle time per month, leading to out-of-date reports when finalized
- Inability to accurately measure risk and return of projects
Electronic Forms
- Change Request (CR) workflow driven through email, with users attaching files to emails to transmit, decreasing process effectiveness
- Information captured through existing Word CR form does not enable good filtering, search, or sorting
- Manual CR processing steps require 50% of resource time / 20+ hours per week
- Often CRs will have missing or insufficient content, requiring manual follow-ups
- Series of manual process steps required post meeting
- CR translation required to show impact to stakeholders
- CRs improvements are not easily repeatable for other groups – take too much time and includes many errors
- CRs do not often lead to efficiency and cost reductions
Communications and Collaboration
Maximize Your Meetings
- Employees distributed across three continents (North America, Europe, Australia)
- Difficult to coordinate scheduling of meetings to maximize attendance
- Difficult to identify local presenters or appropriate external subject matter experts (SMEs) to lead meetings and meeting segments
- Significant costs incurred for both travel costs and lost employee productivity
Simplify Communications
- The acquired call center uses out-dated processes and technology to manage support calls
- Tier 1 call center staff cannot locate information or subject matter experts (SMEs), which results in high frequency of escalation
- The call center staff cannot coordinate ad-hoc meetings to resolve support issues in real time
- Excessive case resolution time
- Heavy reliance on email to resolve issues
- Lack of visibility into call center performance: no way to track support issues through resolution to improve performance
- Security and compliance vulnerabilities: no way to audit support cases to ensure security of sensitive customer data
Partner and Customer Communication
- No supplier visibility into Contoso inventory levels, leading to reactive inventory management approach
- Limited communication and collaboration between Manufacturing Department and Regional Distributor
- Increased lag time to supply parts to manufacturing, slowing overall process
- Lost sales due to long anticipated manufacturing time and decreased customer satisfaction
- Time consuming process for Regional Distributor to identify appropriate parts supplier
- Suppliers have difficulty maintaining their own parts inventories without visibility into Contoso™ demand; further increasing lag time and cost as Contoso waits for needed parts to be manufactured by suppliers
Social Networking
- Lack of employee awareness of new program offerings reduces program participation and overall performance
- Lack of early employee involvement in program design leads to low employee satisfaction with the program
- Long cycle times to collect employee input during program design
- Long cycle times to assess program performance, collect employee feedback, and modify the program to increase participation
- Inability to accurately gauge employee response to new programs
Ad-Hoc Collaboration
- Employees distributed across three continents (North America, Europe, Australia)
- Difficult to coordinate scheduling of meetings to maximize attendance
- Difficult to identify local presenters or appropriate external subject matter experts (SMEs) to lead meetings and meeting segments
- Significant costs incurred for both travel costs and lost employee productivity
Performance Management
Manage Your Performance
- Difficult to assess the impact of a given strategic decision on the business
- Increased cycle times and plan iterations required to set goals and objectives
- Limited integration between financial and operational systems creates integration problems for users, limiting ability to model and measure key business drivers
- More professional staff time is spent collecting and validating data than on analysis
- Performance reports often of limited value, with either too much or too little performance data for a given audience
- Significantly increased ad-hoc report generation time
Self-Service BI
- Departmental analysts must work through IT department to collect performance data from LOB systems
- Access to info is available to the few, not the many
- Professional staff time is spent collecting and validating data, leaving little time for analysis and taking time from their regular jobs
- IT perceived as a bottleneck for the few execs who do see LOB data
- Long reporting process taking 10 days cycle time per month, leading to out-of-date reports when finalized
- Limited integration between financial, operational, and unstructured information sources creates integration problems for users to coordinate reports