At a Glance
The client was a transportation and supply chain solutions firm who creates tailored, innovative, end-to-end supply chain solutions. Seeking faster results and reduced data risks, the client consolidated on-premises systems to the Microsoft Cloud. This migration, featuring Dynamics 365, Power Platform, and Azure, aimed to create a holistic customer view and improve time-to-value.
Their customer service and marketing teams were relying on an outdated system built around multiple interfaces and third-party manual processing, which ran the risk of unreliable data, with customer communication and insights suffering as a result. The client understood the need to migrate their on-premises CRM system to the Microsoft Cloud to build a platform for growth, mitigate risk and increase automation.
The Story
Stratify 360 placed an emphasis on the use of automation to release internal resources to core business areas. This was achieved by outsourcing support and governance to Microsoft application support and leveraging data to improve customer communication. The result is a reduction of technical debt and a customer relationship management system that provides a foundation for growth and innovation at scale.
To shape the future roadmap, the team used tools and apps from across the Microsoft ecosystem to support seamless data integration, to help achieve the goal of eventually moving toward a centralized system that offered a holistic view of the customer. This enables the ability to continue developing a seamless, future-fit platform with a portfolio of business applications, including finance, supply chain and human resources.
To understand the business objectives, Stratify 360 collaborated with the client to identify opportunities and risks, defining a robust Microsoft solution and agile project plan. The team then embarked on a migration, which focused on innovating the end-to-end data management process.
The client now benefits from a significant reduction in human effort due to the automation of many critical data feeds. This opens a secondary but equally powerful improvement, in that accurate, timely, and centralized data drives significant improvements in the impact of the marketing initiatives that the system manages.
The final solution is a wealth of accurate data in one centralized system, providing a comprehensive view of touchpoints of the individual customer, where each interaction becomes a milestone on a longer journey. The company communicates with its customers more intelligently and efficiently, about relevant services and through the preferred channels for the individual customer.
