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Modern CRM Solution Implementation for Engineering Consultancy
  1. case
  2. Modern CRM Solution Implementation for Engineering Consultancy

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Modern CRM Solution Implementation for Engineering Consultancy

itransition.com
Environmental Services
Construction
Business services

Legacy CRM Limitations

Outdated Joomla-based CRM with poor UI/UX, lack of mobile access, limited reporting capabilities, no integration with Active Directory, and high maintenance costs hindered operational efficiency and user satisfaction.

About the Client

30+ year-old US-based engineering and environmental consulting firm specializing in compliance, sustainability, construction management, and facility evaluation

Modernization Goals

  • Replace legacy CRM with a modern, cost-effective solution
  • Implement advanced data search/filtering and reporting capabilities
  • Enable seamless mobile access and Microsoft ecosystem integration
  • Reduce licensing costs while maintaining functionality
  • Improve user adoption through intuitive interface design

Core System Requirements

  • Interactive dashboard for business insights
  • Flexible data filtering/search across all fields
  • Automated proposal/project numbering
  • Customizable report generation without developer intervention
  • Data change history tracking
  • Native mobile application and responsive web interface
  • Power Automate for client notifications

Technology Stack

Microsoft Power Platform
Power Apps
Power Automate
Dataverse

System Integrations

  • Microsoft 365
  • Active Directory
  • Excel
  • Word

Quality Attributes

  • Scalable architecture for future growth
  • High-performance data processing
  • Enterprise-grade security controls
  • Cross-device user experience consistency
  • System reliability with 99.9% uptime

Business Value

70% reduction in licensing costs compared to Dynamics 365, 40% improvement in employee productivity through automated workflows, enhanced client relationship management via real-time data access, and streamlined compliance reporting capabilities.

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