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 and Customer support module to be compatible with their business processes. Peritos also discussed PDF customizations and the change of email preview as a Microsoft Solutions Partner. The Dynamics 365 for CRM and Suppoort Module were implemented in a multi-environment stage. Project Involved Dynamics 365 CRM and Customer support model
Scope & Requirement of the Dynamics for financial services
Technology and Architecture
Technology
- Backend Code: Plugins, JavaScript, Azure Blob
- Cloud: Microsoft Azure
Integrations
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
Security:
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
Backup and Recovery
Cloud systems and components used in the Dynamics were all 99.99% uptime and also involved with regular backup and DR to the non Production environment
Scalability
Application is designed to scale 5X 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 system for any additional data storage and notified to client and Peritos Support team if 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 Azur Devops and Commited to the Git Repo.
- CI/CD is implemented to automatically add, build and deploy any code changes
features of dynamics for financial services
- The dynamics 365 for Customer Support and CRM has a unified 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.
- Quantity & Quality: Handled high-volume customer interactions, ensuring seamless case management with API-based integrations for financial services.
- On-Time & Budget: Delivered within six months, with all features deployed as per specifications and ongoing support.
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 setup was not done properly and we assisted to ensure the data and code are both setup based on recommended best practices.
Support
- Worked with the GFS client for more than 2+ years for ongoing Development and Support.
- 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:
- Ongoing Support and adding new features every Quarter with minor bug fixes
- Further advanced integration with the Dynamics Features like Outlook based auto emails, Co Pilot etc
