Getting you back on track
Sometimes Microsoft Dynamics 365 projects do not go to plan or deliver the value that was initially expected. This can be for multiple reasons, such as a breakdown in the relationship with your D365 Partner, change of objectives, poor design, lack of user adoption, etc. Our main priority is to help you get back on track and turn your under-performing system into a success.
Common reasons for CRM project failure
Our project takeover process
Learn more about the steps we take when taking over a project.
Typically a 1-hour call where we get a high-level overview of the application landscape, the key features, and functionality within the CRM and discuss the main areas of complexity including customisation and development work. This allows us to submit an accurate audit proposal.
The audit consists of sessions with IT and the business to further understand the landscape and high-level processes within the business, also focussing on key frustrations and pain points of the users. These sessions are then followed by a general system and technical audit.
Typically, as a deliverable, there is an audit report to summarise our findings and highlight to the client any key recommendations for improvement. These recommendations are then prioritised by the client and a plan is put in place to implement.
The customer will then be onboarded onto our Managed Service Helpdesk. We can then support the client business as usual and any future consultancy requests can be raised.
What you can expect from Pragmatiq
- Expert Dynamics 365 & Power Platform knowledge from a Microsoft Gold Partner
- We approach all challenges with a solutions-focussed mindset to get the ‘job done’ successfully
- An uncompromising standard that we aim to achieve in all that we do
- Transparent communications
- A team of passionate employees who always aim to deliver value for our clients
- We don’t overcomplicate things. Our consultants are not only technically capable, but are also able to identify business challenges and explain how they can be solved in simple language
What some of our clients say...VIEW ALL CASE STUDIES
“They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the Pragmatiq team.”
“Thank you Pragmatiq for the work on the Power App for triage in mental health. Thousands of people received therapy months sooner, as the waiting list decreased, and it saved several lives in the first few months.”
“I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”
“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
“Throughout the process, the team were responsive, engaging and worked hard to understand our organisation and unique processes.”
“The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
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