What We've Built

Challenge

Complex CRM implementation requiring custom plugin architecture for policy management across multiple business units.

Solution

Designed and implemented D365 CE with custom plugins, advanced business process flows, and multi-entity integration patterns.

Result

Unified CRM platform serving 500+ users with automated policy workflows reducing processing time by 40%.

Technology

Challenge

Opportunity management needed streamlining with custom business process flows and enhanced UI components.

Solution

Implemented D365 Opportunity management with BPF customization, PCF components for improved data visualization, and automated approval workflows.

Result

30% faster opportunity processing with real-time pipeline visibility for management.

Technology

Challenge

Team relied entirely on Excel spreadsheets for work order planning and client management, leading to lost information and scheduling conflicts.

Solution

Built a custom Power App for digital work orders with photo capture, GPS location, and automatic client notifications via Power Automate.

Result

Zero lost work orders, 2 hours saved per day on administration, real-time overview for management.

Technology

Challenge

Route planning and driver management done via WhatsApp and paper, causing miscommunication and inefficient routing.

Solution

Developed Power Apps solution for route planning, driver assignment, and automated invoicing integrated with their accounting system.

Result

15% fuel cost reduction through optimized routing, eliminating paper-based processes entirely.

Technology