Rigour Survey Adopts Bespoke Microsoft Dynamics 365 Solution

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Rigour Survey provides precision surveys to architectural, engineering, and construction clients using advanced equipment such as 3D photography, laser scanning, drones, ground-penetrating radar, total stations, and GNSS. To address their operational inefficiencies, Rigour Survey collaborated with Pragmatiq to design, develop, and implement a bespoke solution on the Dynamics 365 platform.

Background & Challenges

Background:

Rigour Survey previously managed business operations using multiple spreadsheets, SharePoint lists, and Outlook. This setup was inefficient, time-consuming, and lacked integration.

Challenges:

  • Disparate Systems: The legacy system was cumbersome, requiring significant time to search for information.
  • Project Visibility: Difficult to gain end-to-end visibility of projects.
  • Resource Management: Limited insight into the resources and equipment needed for projects.
  • Time Tracking: Lack of a systemised process for engineer time entries.
  • Knowledge Dependency: Heavily reliant on employee knowledge and expertise.
  • Strategic Decision-Making: Management lacked the necessary insights to make key strategic decisions.

The Solution & Implementation

 Discovery and Planning:

Pragmatiq assessed Rigour Survey’s needs and implemented a custom business solution built on Microsoft Dynamics 365 to centralise data and streamline processes.

 Execution:

  • Microsoft Dynamics 365: Implemented to accommodate sales activities, proposals, quotes, scheduling, and project delivery. This provided a single view of all relevant data.
  • Resource Definition: Users can define resources required for potential projects and manage this process end-to-end.
  • Opportunity Conversion: Enabled one-click conversion of opportunities to projects, eliminating data re-entry.
  • Scheduling Board: Implemented using functionality from Microsoft Dynamics 365 Field Service to manage project schedules and resources.
  • Time Tracking: Developed functionality for engineers to track time spent on projects, linked to the scheduling board.
  • Mobile Access: Engineers can use the Dynamics 365 mobile app to submit information while on-site.
  • Reporting: Leveraged Dynamics 365 reporting capabilities for quick insights into project progress, with potential future integration of Microsoft Power BI for advanced reporting.
  • Integrations: Established integrations with Outlook and SharePoint, centralising project documentation, sales collateral, and communications.

The Transformation

 Results:

  • Improved Data Access: Centralised information reduced search time and improved daily task efficiency. Mobile access supports engineers on-the-go.
  • Optimised Project Management: The scheduling board allows for efficient resource definition and project scheduling. Engineers can easily track their time against projects, enhancing project management processes.
  • Stable Platform for Growth: Systemised business processes and accessible data support future growth and scalability. Dynamics 365 can be customised to fit new business requirements.
  • Enhanced Reporting and Insights: Improved reporting capabilities provide quick insights for informed decision-making, with the potential for more advanced reporting through Microsoft Power BI.

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