Recent Projects

A selection of our Recent Projects

Challenges we faced together with our clients and overcame successfully.

National Consumer Services company based in Newbury, Berkshire

Migration from an Open Source CRM to Dynamics 365, with extensive customisations & integrations

National Consumer Services company based in Newbury, Berkshire

The client was already using SuiteCRM, an open source CRM, but had identified that the existing system was not capable of supporting their growth plans for the business. Our client had researched the market themselves for alternative CRM platforms and had identified Microsoft Dynamics 365 as suitable solution.

Worked closely with the client over a period of four months, we successfully migrated them from SuiteCRM to Microsoft Dynamics 365 online, creating a highly customised "CRM Business Solution" in the process. The system is used by almost all staff every day and is now a fundamental part of the business, delivering massive efficiency gains, thus supporting the expansion of our client’s business. Specific items that were implemented within the project included:

  • All sales and service delivery business processes are now fully tracked and managed in the system

  • Website integration, with all inbound enquiries being automatically fed into Dynamics 365

  • Extensive use of document generation from data in Dynamics 365, including contracts, client documentation and labels

  • eSignature integration for the signing of contracts

  • Geographical scheduling of collections and deliveries with the system

  • A mobile app that is used by the drivers for logging their collection and delivery activities

  • Xero integration

  • Microsoft Power BI reports

Health & Safety consultancy based near Swindon, Wiltshire

GDPR Project: Advanced Dynamics 365 & SharePoint Online Integration

With GDPR in mind, our client, a Health & Safety consultancy that also provide Occupational Health services, wanted to better secure their client data, and in particular the Occupational Health medical records that they hold on behalf of their clients. Alongside this, they also wanted a secure method for providing their clients with access to their own medical records.

We migrated our client from Microsoft Dynamics 365 on-premise to Microsoft Dynamics 365 online, thus allowing for more secure storage and better sharing options. Alongside the migration to the cloud, we implemented custom integration with Dynamics 365 and Microsoft SharePoint Online for secure document storage. Through our integration code, storage folders are automatically created in SharePoint Online, and specific access permissions applied, when certain types of record are created in Dynamics 365. Furthermore, sharing links for clients are automatically created behind the scenes, in order to provide secure access to just their documents. Email templates within Dynamics 365 are used to notify clients when their documents are available for viewing online, and to send them their individualised sharing links. This project also prompted our client to begin the migration of their internal documents from a local server up to Microsoft SharePoint Online.

Health & Safety consultancy based near Swindon, Wiltshire

Award Winning Printer based in Reading, Berkshire

Power BI Reporting Project

Award Winning Printer based in Reading, Berkshire

Our client wanted to create sales reports combining data from their Microsoft Dynamics 365 system and their separate job scheduling database application.

We used Microsoft Power BI to pull in and combine the data from both systems. We transformed and aggregated the data in order to create a data model suitable for the reports that were required. A set of reports was then created that allowed the business to see the overall picture across sales from Dynamics 365 and their job scheduling system. The reports were uploaded to the Microsoft Power BI online service and shared with the staff that needed access to them.

Health & Safety consultancy near Swindon, Wiltshire

On-premise upgrade from Dynamics CRM 2011 to Dynamics 365

The business had been using Microsoft Dynamics CRM 2011 for a while and at some point, it of course became outdated. However, our client was happy to upgrade and ready to learn and make use of the new capabilities of Microsoft Dynamics 365.

We installed a new server and took our client through the upgrade process. Overall it was a big jump from Dynamics CRM 2011 (aka version 5) to Dynamics 365 (aka version 8.2) but the greatly improved User Interface (UI), with its more dynamic form layout, immediately made it worth the effort. New capabilities, such as business process flows (introduced in Dynamics CRM 2013), were used to better implement our client's business processes in the system.

Health & Safety consultancy near Swindon, Wiltshire

Food & Beverage services company based in Warwickshire

SharePoint consultancy and support

Food & Beverage services company based in Warwickshire

The company was looking to move all of their document storage from their on-premise server up to Microsoft SharePoint Online. Ongoing SharePoint consultancy and support was needed as part of the process.

We advised the client on how to structure their SharePoint sites in the best possible way and provided training on how to manage permissions effectively. Ongoing SharePoint support was also provided.

Lead Generation company based near Swindon, Wiltshire

On-premise upgrade from Dynamics CRM 2013 to Dynamics 365

Our client wanted to upgrade their Microsoft Dynamics CRM 2013 on-premise server to the latest version. Due to the nature of their business the existing server was hosting five separate Dynamics CRM organisations, each of which would require upgrading individually.

We installed the new Microsoft Dynamics 365 server and took each organisation (a separate database) through the update sequence of: Dynamics CRM 2013 to Dynamics CRM 2015, to Dynamics CRM 2016, before ultimately importing the database into the new server. To ensure the success of the final upgrade, each organisation was taken through a full test upgrade, followed by remedial actions, where required. This process also allowed us to quantify how much downtime would be required for the final upgrade of the live organisations. The final upgrades were completed on time and without issue.

Lead Generation company based near Swindon, Wiltshire

Heating Equipment Supplier based near Newport, Wales

Migration from bespoke CRM to Dynamics 365

Heating Equipment Supplier based near Newport, Wales

A well-established building supplies business, whose customers included both trade clients and DIY enthusiasts, were using a custom-built CRM as their client database and order tracking system. The system had been built, and was hosted by, a one-man developer. The business had active growth plans and had identified that the existing CRM was incapable of supporting those plans.

We implemented a more sophisticated system in Microsoft Dynamics 365 for the client, with sales pipeline forecasting, order tracking and reporting. Overall, having moved to Microsoft Dynamics 365, the business achieved massive efficiency & productivity gains, supporting their growth plans. They even managed to dispose of a room full of filing cabinets, holding job-based paperwork.

Religious Charity based in London

Migration from vTiger CRM to Dynamics 365

The client was using an open source CRM (vTiger) provided by a one-man developer, with whom they had lost contact. Concerned that the system would be turned off, resulting in the loss of all of their data, our client asked their IT support company for help. They suggested looking at Microsoft Dynamics 365 and recommended Solutions Shared to help.

We migrated the client and their data over to Microsoft Dynamics 365. Furthermore, we created a set of new reports and trained the client on how to create their own going forward.

Religious Charity based in London

Environmental Services consultancy based in Oxford

SharePoint site migration from SharePoint Online to an on-site SharePoint Server

Environmental Services consultancy based in Oxford

Our client had been using Lists in Microsoft SharePoint Online to create a loosely coupled database application for recording their client's project related data. Their client was a National Government. As part of a latter phase of the project, a requirement to move the SharePoint site into the National Government’s own IT infrastructure came up.

We installed Microsoft SharePoint Server in a Virtual Machine within the National Government’s IT environment. We re-created the existing site structure in SharePoint and migrated the List data over piece by piece. This involved maintaining the many links between Lists, and migrating the Managed Metadata hierarchy that was being used for data categorization.

IT Services company based in Reading, Berkshire

Vendor quote import tool and custom SharePoint integration

Our clients were Microsoft Partners who wanted to make use of their Microsoft Dynamics CRM licenses and were keen on having an integration with their hardware vendor’s quote/order generation system. They also wanted to move to a structured document filing approach, per client, in Microsoft SharePoint.

We implemented a custom quote import tool that allowed the different vendor spreadsheets to be imported into Dynamics CRM as quotes/orders. Furthermore, we added quote/order cloning, so that suborders and recurring orders could be quickly created. In addition, we programmed a custom SharePoint integration, whereby, whenever a new client account record was created in Dynamics CRM, a complete set of folders for that client were set up in SharePoint.

IT Services company based in Reading, Berkshire

Global best practice standards organisation based in Kent

SharePoint set up for document management and intranet

Global best practice standards organisation based in Kent

Our client wanted to move their document storage to a cloud solution and had identified Microsoft SharePoint Online as an option as they were already using Microsoft Office 365. They were also looking forward to making use of SharePoint’s portal capabilities to create a company intranet.

The business was referred to us by their IT support company. Working with our client, we came up with a hierarchical site structure based on their business unites. Furthermore, we defined how the intranet aspects of the site should work. We implemented it successfully and handed our solution over to the IT support company to manage, providing them with training on how to maintain the new system.

Financial Investment company based in London

Dynamics 365 customisations for Sales

The client was using Microsoft Dynamics 365 to track investment portfolios. However, they now needed some customisation updates in order to reflect changes in their business processes, but were no longer in contact with the original Microsoft Dynamics Partners who had set things up.

Solutions Shared were brought in by the client’s IT support company to make the required customisations. This meant a fast implementation of the required changes. We also fixed some inherit issues within the original customisations that the client had been manually working round.

Financial Investment company based in London

Environmental Services consultancy based in Oxford

SharePoint XML export App

Environmental Services consultancy based in Oxford

The organisation was using Lists in Microsoft SharePoint as a 'loosely coupled' database application and needed to export the data as structured XML for regular submission to the European Union.

We created a SharePoint App and installed it within our client's SharePoint set-up. The App pulled the data from the many Lists, aggregated and restructured it, and created the XML files for submission to the EU.

IT Services company based in West Yorkshire

Migration of customisations and reports from Dynamics CRM 2011 to Dynamics 365

Our client, an IT support company, were migrating a Microsoft Dynamics CRM client, that they had acquired when they took over their IT support, up to Microsoft Dynamics 365 online. They were handling most of the "simpler" customisations themselves, but required assistance with migrating some of the more advanced customisations, as well as reports.

We re-wrote the existing JavaScript code to work with the latest Dynamics 365 release, and updated the reports to work with the online version (as opposed to the on-premise version) of Dynamics 365.

IT Services company based in West Yorkshire

Procurement Services company based in Warwickshire

Dynamics CRM customisations for Sales and Field Service

Procurement Services company based in Warwickshire

The client had been set up in Microsoft Dynamics CRM online by their Dynamics GP Partner, but had not received any customisations or training. The business was looking for help to customise CRM around their sales processes. Furthermore, they were looking for ongoing training and professional guidance.

We customised the sales side of Dynamics CRM to fit their business processes and delivered database integration with their transactional database system. In addition, we looked at the Field Service application for scheduling consultant visits to their retained customers.

Environmental Services charity based in Southampton, Hampshire

Dynamics CRM “rescue” project

The charity had been migrated from ACT! CRM to Microsoft Dynamics CRM by a local IT company. Unfortunately, the supplied system was not fit for purpose and the charity were struggling to enter data and meet their reporting requirements.

We were brought in by the client’s IT support company to assist the charity as quickly as possible. Redesigning the forms, adding automated workflows and creating a set of reports, we managed to rescue the situation. The client is still using our set-up to this day.

Environmental Services charity based in Southampton, Hampshire

Procurement Services management consultancy based in Surrey

Dynamics CRM customisations for Sales and Service Delivery

Procurement Services management consultancy based in Surrey

The business's sales pipeline was being managed by spreadsheet. The new sales manager wanted to get a proper and more professional CRM solution in place. The sales process was complex, and had a protracted sales cycle, with several product offerings, each with their own sub-processes. Once a prospect had agreed to go ahead, there was also a long service set-up cycle that had to be followed. The general aim was to track and manage the sales through to service set-up in a centralised CRM system, as the business had office-based and home-based sales representatives around the country.

We implemented their sales processes in Microsoft Dynamics CRM, including all branching depending on service options. The sales processes included defined sets of scheduled follow-up activities and milestones. Similarly, our client’s service set-up processes were implemented in Dynamics CRM, with predefined project timelines, that the set-up progress could be tracked against. Additionally, we integrated Dynamics CRM with their transactional sales database, so that master data and headline sales figures could be pulled into Dynamics CRM.

Award Winning Printer based in Reading, Berkshire

Custom quote to order process in Dynamics CRM

The client had implemented their sales pipeline in Microsoft Dynamics CRM, but were still using an inefficient manual quoting process. They wanted to bring this into Dynamics CRM as well.

We created a highly customised quote to order process for the client in Dynamics CRM, involving multiple line items, each with multiple sub-options, and with parts of a quote being supplied by two estimation teams. The overall progress was tracked using a complex business process with branching. Ultimately, the many page quote documents were created from CRM at the click of a button, using a document generation add-on. The project delivered massive efficiency improvements for the client.

Award winning printer in Reading, Berkshire

Environmental Services consultancy based in Oxford, Oxfordshire

SharePoint migration from SharePoint 2007 to Office 365 SharePoint Online

Environmental Services consultancy based in Oxford, Oxfordshire

The client had been making extensive use of Microsoft SharePoint for both document management and storage of list-based information. The existing system was in Microsoft SharePoint 2007, hosted by an IT service provider. Our client wanted to move it all into Microsoft Office 365 SharePoint Online.

Moving the documents was a relatively easy exercise. However, with the Lists, due to the many cross-list links, a migration tool had to be written for the client. We successfully migrated everything over to SharePoint Online for them.

Award Winning Printer based in Reading, Berkshire

Setting up Marketing automation with ClickDimensions

After moving to Microsoft Dynamics CRM, the client wanted to integrate their email marketing system with their CRM.

We initially looked at options for integrating their existing email marketing system with Dynamics CRM, and even trialled one, but none of them were deemed suitable. In the end, the client, as suggested by us, decided to go with ClickDimensions because of its extensive capabilities and flexibility, and tight integration with Dynamics CRM.

Award Winning Printer based in Reading, Berkshire

Telecommunications company based in Birmingham, West Midlands

Dynamics CRM customisations for Sales and Service Delivery

Telecommunications company based in Birmingham, West Midlands

The client's Microsoft Dynamics CRM had been customised by a one-man developer, with whom the client had lost contact. They required some changes to be made and needed assistance.

Over a period of time, we added and changed customisations, mainly around the client’s sales and service delivery processes.

National Environmental Services charity based in Milton Keynes, Buckinghamshire

Configuration of on-premise Dynamics CRM for Internet access

Our client had had their CRM system customised by another Microsoft Dynamics Partner, but in order to reduce costs, the charity had installed the Microsoft Dynamics CRM server themselves. Unfortunately, they had been unable to work out how to configure it for secure access from the internet.

We were brought in by our client's IT Support company to help. We successfully configured the secure internet access for them.

National Environmental Services charity based in Milton Keynes, Buckinghamshire

Award Winning Printer based in Reading, Berkshire

Connecting website enquiries and orders with CRM

Award Winning Printer based in Reading, Berkshire

Our client had multiple separately branded websites, each with multiple forms, e.g. voucher requests, newsletter sign ups and sales orders. Each form submission created a separate inbound email and the business was struggling with manually dealing with the high volume of emails.

Thanks to our custom website integration process, website enquiries and website orders were automatically fed into their Microsoft Dynamics CRM system. Submissions from the same user were collected together under one lead record and duplicates were avoided. We created several dashboards for the sales team in order to process inbound inquiries and orders in a timely manner. In the past, these would have been manually transposed from the email inbox into CRM.

Award Winning Printer based in Reading, Berkshire

Migration from SuperOffice to Dynamics CRM

The client was using an outdated CRM system that did not meet the needs of the business. They had difficulties tracking their sales processes in the system. The situation was made worse by the large amount of duplicate client records that had inadvertently be created by users, due the non-user friendliness of the system.

We migrated the client and their data from SuperOffice CRM to an on-premise Microsoft Dynamics CRM server. All historical sales documents were also moved into Microsoft SharePoint. Dynamics CRM was customised to meet the client's sales process requirements.

Award Winning Printer based in Reading, Berkshire

Award Winning B2B eCommerce Healthcare Retailer based in Aylesbury, Buckinghamshire

Sales Reports and Order Import Tool

Award Winning B2B eCommerce Healthcare Retailer based in Aylesbury, Buckinghamshire

The client had already signed up for Microsoft Dynamics CRM on their own and was using it to manage and track post-sale processes, including order, delivery and payment status.

Their challenge had two sides:
- They needed detailed reports in order to analyse their sales in-depth. They had tried to create those reports themselves, but without advanced report writing skills, they had struggled.
- Importing CSV files from the website into Dynamics CRM was becoming increasingly difficult and time consuming as the business's sales were growing rapidly.

In conclusion, the client needed a simple way to create informative reports, while keeping track of the businesses changes in sales.

Working together with the client, we first created mock-ups in Excel of the detailed sales reports that might be required. This allowed the client to visualise each report, identify similar reports, and ultimately define the set of reports for us to create. By the end of the project we had created over thirty reports for the client, which entailed a detailed analysis of their sales by customer, customer type, key accounts, products, product categories, sales person, territory, margin and profit.

For the client’s second challenge, we created a standalone data import tool that was used to pull the necessary customer data and orders from the website and push it into Dynamics CRM. Overall, we were able to turn the import process from a daily ordeal using Excel, into to a simple point and click exercise.

Health & Safety consultancy based near Swindon, Wiltshire

CRM customisations for Sales and Service Delivery

After conversing with the client, we figured out that the business needed standardised processes to become more efficient, rather than just relying on using Excel. The client had trouble capturing large amounts of data, for example tracking multiple consultancy appointments for their wide range of clients. The main challenge was to become more efficient and productive as the team was growing.

We moved our client’s processes into Microsoft Dynamics CRM and customised the system to hold data for the business effectively. With the help of our tailored solution, the business was able to track sales and service delivery more easily. For instance, health and safety training that had to be re-done every few years and required renewal activities, was tracked through a custom recording system. This system synchronised with Outlook and automatically lined up future tasks for everyone involved in the process. A set of reports was created for the sales pipeline, financials, lead & opportunity conversion rates, and client-based reports.

Health & Safety consultancy based near Swindon, Wiltshire