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Legacy modernization from Siebel to Microsoft Dynamics 365 based solution for lead management

Client operates business from 4 major regions and challenge was to be seamless while providing services from different regions. Handling client sensitive data in compliance with native laws was critical. It needed a system that offered complete and accurate view to its Relationship Managers of client activities, holdings and transactions.

Key Challenges

  • Need to modernize, integrate and centralize disparate data spread across 4 Geos with different processes
  • Integration of more than 240 interfaces with the legacy systems for a consistent and seamless service.

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The Solution

Upgradation and enhancement of legacy applications to Dynamics 365 for the global asset management division

  • Migration from Siebel to Dynamics CRM, Upgrade and enhancement for Dynamics CRM application from 4.0 version to Dynamics 365
  • End-to-end scalable solution for Lead management, Opportunity Management, Customer Info, Holdings, Portfolios & Call
  • Deployed DevOps model and effective tooling to help teams rapidly & reliably deploy solutions

One of the largest on-premise implementations based on Siebel to Dynamics CRM for sales

  • Improved processes and reduced cost to manage clients and their expectations with 360-degree view to CRMs working on field.
  • Seamless management of sales flow adhering to legal and compliance norms
  • Coverage of APAC, EMEA and US regions and 1500+ user base
  • Capacity to handle data volume of 1000k+ records and 250+ Interfaces

Benefits

Global system for all Customer Relationship Managers across the Globe to run their day to day operations.

Compliant to laws and regulations of operating countries & country where client belongs to for security and data residency (GDPR - General Data Protection Regulation).

Solution capability to handle client sensitive data which shouldn't go out of geography for certain regions.

Providing complete and accurate 360° view of the customer to Relationship Managers of all their client holdings and transactions.