Managing CRM Dynamics Support & PDF Customizations For GFS
Executive Summary
About Client
Global Finance is a company based in Auckland which provides smart loan and insurance solutions from 1999. The company suggests the right insurance with optimized premiums and support at claim time.
They have won top New Zealand’s awards from 2012 to 2018 including Mortgage Advisor of the Year, Business and Commercial Advisor of the Year and Values Business Partners from ANZ Bank.
https://www.globalfinance.co.nz/
Location: Auckland, New Zealand
Project Background- Dynamics for financial services
Peritos and Global Finance collaborated to change and manage their CRM Dynamics for financial services. They wanted the CRM to be compatible with their business processes. Peritos also discussed PDF customizations and the change of email preview as a Microsoft Gold Partner. The dynamics 365 for finance and operations were carried out and supported in a multi-environment stage.
Scope & Requirement of the Dynamics for financial services
- It helps to form Customizations based on your business processes and working styles.
- Data Migrations using Custom Development & Other Tools to Microsoft Dynamics CRM Online/On Premises
- With dynamics 365, it is possible to custom pages based on your requirement.
- You can se workflows for CRM Dynamics 365 for Finance and Operations
- Provides integration with third party tools/applications
- Integration with other MS technologies such as Sharepoint & Dynamics AX & F&O
- Integrations with other databases for Data Migration & Daily Data Syncing Jobs using SSIS and Kingswaysoft
- Excel Imports into CRM dynamics for financial services
- Custom Reports Development
- Dashboard View
Implementation
Technology and Architecture
Technology
The web app was deployed with the below technological component
- Backend Code: .NET Core, C#, Node.js
- Mobile App code: React Native
- Web App code: ReactJS
- Database: SQL Server, MongoDB
- loud: Microsoft Azure
Integrations
• Migration from an on-premise database to Online Student, Teacher, Subject database
• Single Sign-on using Auth0
• Sendgrid
Security:
• Data Encryption
• Multi-Factor Authentication for Admin, Teacher, and students when logging in
• All API endpoints are tokenized
Backup and Recovery
Cloud systems and components used in the attendance management system are secure and 99.99% SLA. We have added HA/DR mechanism to create a replica of the services
Scalability
Application is designed to scale up to 10X times the average load received in the 1st 6 months of its usage and all cloud resources are configured for auto-scaling based on the load
Cost Optimization
Alerts and notifications are configured in the attendance management system to notify if the budget is being exceeded. Peritos being a cloud partner is managing the environment for the client keeping a close watch on the cost and finding ways to optimize the same
Code Management, Deployment
Code for the app is handed over to the client through Microsoft AppCenter.
CI/CD is implemented to automatically add, build and deploy any code changes
features of dynamics for financial services
- The dynamics 365 for finance and operations has a unified client interface
- It offers multi-select options with an intuitive control.
- The CRM dynamics for financial services comes with an advanced find option which filters views and form lists too.
- It is possible to integrate LinkedIn Sales Navigator with the software to keep a check on the leads.
- You can keep a check on the performance dynamics for financial services with the help of a variety of Key Performance Indicators.
Challenges
- They had done huge level of customizations understanding the existing code section.
- We took over the project after an existing provider left them so there were issues in terms of understanding the code, adding new code and ensuring that the flow of the existing work does not break.
- Multi environment
Project Completion
Duration
Deliverables
- UX Design was delivered after which the scope was confirmed
- Web App unit tested with a How to document Guide and FAQ on some common issues that might be faced while using the app by the Students/ Teachers and Admin
- Knowledge transfer with Train the Trainer sessions to train super users who further trained the staff members
Support
The CRM Dynamics software helps us to take the next step in our business as we are looking to scale.
Testimonial
The CRM Dynamics for financial services is a user-friendly and simple software to use. We will be able to use it to build a relationship with our clients and also generate sales through that.
“The CRM Dynamics software helps us to take the next step in our business as we are looking to scale!”
Next Phase
We are now looking at the next phase of the project which involves:
1. Ongoing Support and adding new features every Quarter with minor bug fixes
2. Web based module to have admin be able to mass Upload teacher, students
3. Mobile App for the students and teachers to mark attendance on the mobile phone
