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.
Ready to experience?
TALK TO EXPERTS
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.
