Medical Devices Company
The client has a consultancy firm that works under Israeli regulatory domain of medical devices & cosmetics. It works towards the single goal of creating safer markets for medical and cosmetic products in the country. Here, products are supervised together by the regulatory consultants from both sides to ensure they are safe to use and fully compliant with the regulatory body.
The Challenges
Migrating Legacy Systems to Customised Microsoft D365
The client sought to migrate their existing on-premises legacy solution to Microsoft D365 and requested customisation of the D365 Sales modules to fit their specific business needs.
Customised D365 Solution Design
Developing a fully tailored D365 solution to meet specific client needs.
Seamless Data Migration
Transferring 12 years of on-premises data to D365 without loss or corruption.
Third-Party Integration
Incorporating and managing multiple external systems within the CRM platform.
The Solution
Establishing Collaboration and Initial Analysis
We prioritised effective collaboration by engaging closely with the client’s team, recognising communication as vital. We analysed their existing business solution and data, supported by an assigned project manager to facilitate the process.
Legacy System Migration to Dynamics 365
Successfully migrated the legacy system to Dynamics 365.
Complete Data Transfer to D365
All the data from the legacy system moved to D365 successfully.
Integration of ‘Time Watch’ Meeting Management
Integrated their daily meeting hours management solution – ‘Time Watch’ to the CRM solution.
Bi-Directional Call Implementation on WIX and WordPress
Implemented bi-directional calls on client’s existing sites in WIX and WordPress.
CRM Integration with Social Media Platforms
Integrated the new CRM solution with social media platforms like Facebook and LinkedIn.
The Result
We delivered a fully customised, bug-free solution aligned with the client’s needs. Data migration was carefully planned and executed step-by-step, ensuring zero loss or errors. Additionally, we integrated Google Ads, enabling the client to manage campaigns and related activities through a dedicated dashboard.