Three key waves dominated 2020 and continues into 2021. Along with the Covid-19 Pandemic and Brexit, digital transformation has taken centre stage as companies had to adapt to new ways of working and embrace, at pace, the new ways their customers and employees were interacting with their business.  2021 is the year companies need to further ramp up their transformation strategies.

Our team has been driving transformation with our customers quickly and securely this year, BUT what do they personally love about Dynamics 365 and Power Platform?

We caught up with a few members of the Redspire team to find out what gets them excited about the technology.

 

  1. “I love the D365 Sales Insights capabilities, but specifically I love the new visual view of opportunity pipeline, which is a prime example of Microsoft’s continuations investment in the Dynamics 365 Sales Insights capability. – Tamara Phelan, Head of Sales

 

  1. “Power Automate is what excites me I’m probably not in the minority here. I think most people that come across Power Automate end up taking a huge liking to the technology. I love Power Automate because it’s literally as though the possibilities to automate daily tasks are endless! I’ve used Power Automate to create intense and complex validation algorithms to make business processes more efficient for our clients, and I’ve also used it to quickly set my out of office before starting annual leave. Those are two very different ends of the spectrum! This year, I’m excited to get some time to explore the capabilities of Power Automate Desktop and gain more familiarity with some connectors I haven’t used before so I can bring more value to the clients we work with!” – Ross McGhee, Consultant

 

  1. “For me, it has to be the ability to drive insights and branded visual reporting. The market-leading analytical platform Power BI is something I’m excited about, it can allow organisations to build and lead a data-driven culture. All users are given the power to turn data into insightful branded visualisations from a variety of data sources in real time, driving quick and informed decision-making whilst also bringing the data to life”. – Helen Murphy, Marketing and Partner Relations Manager

 

  1. “I love the ability to visually gain insights with Dynamics 365 Dashboards these are easy to create, visually appealing and allow you to drill-down on the data displayed to obtain even greater insights! – Conor Brady, Marketing and Business Development Executive

  1. “Low-Code Capability. I love that D365 & PP can be developed without being required to know any coding languages, meaning that applications can be developed by people who understand business processes.” – Iain Kennedy, Solution Specialist

 

  1. “I like Power Apps, it brings a no code, or low-code to a development environment. This can make building applications simpler. There are a number of Canvas Apps and Power Automate templates that can be implemented as they are or enhanced and tailored to fit the business needs.” – Colette Rodgers, Consultant

 

  1. “My favourite feature is Power Automate. It can automate many different processes from something very simple to something very complex. It also empowers users to connect to a wide variety of data sources without being an expert in API development.” – Josh Reeves, Senior Consultant

 

  1. “Invoicing Capabilities! My favourite aspect of D365 is the invoicing capabilities which allow our project management office the ability to create, edit and send invoices to our partners. Powerful reporting also allows the team, in conjunction with the finance department, to drill down to view the current status and track any outstanding invoices.” – Greg Tierney, Project Coordinator

  1. “Along with quite a few of my colleagues, it has to be Power Automate. It provides endless possibilities to automate and enhance systems without coding knowledge.” – Ewelina Bredzinska, Junior Consultant

 

  1. “I love Power Apps Portals! You don’t need coding to be able to create a cool website that can interact with all the different parts of Dynamics 365 and the Power Platform such as CRM and Power Automate.” – Sohail Rafiq, System Support Analyst

Find out more about what’s happening at Redspire and how we’re helping businesses connect their data, people and processes, build competitive advantage and shape their digital transformation. Visit our blog page or have a read of a few of our customer stories for more information.

The hires meet planned growth targets for the year, despite COVID-19 interruptions and challenges to mid-year on-boarding.

Expanded teams will help meet increasing demand from new and existing Financial Services clients.

Redspire, a Microsoft Gold Partner announced 18 new hires today, to support continued growth within their Financial Services business units.

The Glasgow and London based firm, led by CEO and founder Billy Lyle has secured a number of significant new client wins in Banking, Insurance and Capital Markets groups this year.

Today’s announcement comes on the tail of their year-end results which highlight 39% turnover growth on previous year.

The firm commented that strategic, on-going transformation continues to be a prime focus for their FSI clients, despite the very real challenges faced by the sector due to coronavirus.

Since March, the firm have also led a number of tactical projects to support business continuity throughout the pandemic. These include a partnership with Beazley, the specialist Insurer, to help Brokers and Underwriters stay connected when lockdown closed the Lloyd’s of London trading floor.

CEO Billy Lyle said: “It’s been a rollercoaster of a year for all businesses in the UK but our clients in Financial Services have shown real resilience. We’re very fortunate to be working through these challenges with them, making best use of the tech available and to be able to grow the team and offer employment opportunities during the pandemic, when many people are looking for work.”

He continues: “Right now, years worth of transformation is happening with every month that passes. The demand for strategic, continuous transformation is greater than ever, in addition to the at-pace projects that are helping the sector meet new and evolving challenges the pandemic poses. The Microsoft cloud and suite of business applications has risen to the challenge.”

“Now, that the market has adapted to new ways of working, we’ve turned our focus back to investing in talent in our technical, delivery and commercial teams. This ensures we have the capacity to meet the strategic requirements our clients’ like Virgin Money and Golden Charter have in 2021 and beyond.”

Services Director Steven Brown said: “Like many businesses, these past few months haven’t been without their difficulties. However, we’re working hard with our clients through times of uncertainty and shifting technology needs to support their people, customers and operations.

“Like many technology-first companies, we’re fortunate to have the infrastructure to be able to switch to remote working practically overnight and help our clients maintain service levels. Now, we can now focus our attention on growing our team and hitting the ground running with strategic projects as we head into 2021.”

Redspire is an IT Consultancy, specialising in Microsoft Dynamics 365 and Power Platform technologies. As part of the Microsoft account managed teams, Redspire work collaboratively to drive future-proofing digital transformation, improve processes and help businesses understand and engage with teams, customers, clients and partners. With particularly strong capabilities in Financial Services, their client base includes the Money and Pensions Service, Beazley and Virgin Money.

The Challenge

As their legacy Dynamics system approached end of life/support, Martin Currie Investment Management Ltd required a new CRM system to support their global Sales, Marketing and Business Development front office, who operate in disparate time zones. The project was deployed in two phases.

  • Migrate and upgrade to dynamics 365 for Customer Engagement
  • Implement and integrate Dynamics 365 for Marketing

Stability, maximised efficiencies and a simple UX were key requirements, as well as the ability to augment existing systems and provide teams with a single customer view. The project sought to future proof digital infrastructure and processes and end reliance  on a single system, available 24 hours a day, 365 days a year in all time zones.

The Solution

Redspire’s approach was to rebuild Microsoft Dynamics 365 for Customer Engagement, hosted by Microsoft online. Microsoft Dynamics 365 Marketing to provide an integrated digital marketing suite. Out the box functionality was maximised with customisations and configurations, rather than development, to remove any dependencies on specific partners going forward. Furthermore, this approach allowed Martin Currie to leverage existing Office 365 Licenses using the out the box integrations to Outlook, SharePoint and PowerBI.

Redspire’s approach was based upon sound, proven methodologies that ensured the new Dynamics 365 system and integrations were built precisely to the client’s needs. The project’s digital and data infrastructure not only achieved Martin Currie key outcomes, but provided the perfect foundation for the future continuous digital improvement that the business sought.

Business Outcome Highlights

  • System stability: The global sales teams can reply on a secure and stable cloud based system that is available 24 hours a day, 365 days a year in all time zones.
  • Significant cost savings per annum: In just three months’ post Go-Live, Martin Currie Investment Management Ltd report significant annual savings attributed to support costs and zero system downtime.
  • Additional cost savings and productivity gains: A user-friendly, unified system with established and connected processes to help attract, acquire, on-board and manage customers and their interactions.
  • Resource efficiencies: No more manual updates.
  • Connected sales, marketing and BD teams: Data is more accessible and dashboards shareable on the core system and by email. Dashboards are easy to build with no manual reporting required.
  • Integrated email and CRM: Automations mean nothing is missed and improved succession planning.
  • Automated RFP request and tender process
  • Adoption and confidence: Improved team confidence in new, slick systems and processes
  • No manual updates required: Dynamics twice yearly wave releases provide access to the very latest features and capabilities without any manual oversight or updates.
  • Informed business decisions: Improved MI and capabilities for qualitative analysis have allowed business decisions to be made quicker.

Why Redspire?

“Our analysis and scoping led us to Dynamics 365. It offers more features available out the box, was customisable to current and future needs and suited our wider technology suite. Microsoft then recommended Redspire as a technology partner for implementation. Apart from understanding the scope of work, they were stand out partner in terms of approach and rapport. They didn’t try to oversee or overdevelop the project, they listened carefully and met our requirements.

Redspire’s approach and turnaround was efficient and effective. During implementation, updates and progress reporting were daily and structure. Communication was good and I was aware of progress at every stage. They’re a great client facing consultancy with strong people. The weekly project call and status report gave me really useful insight to share with the key stakeholders and financial teams too”

Hayley Keenan, Head of CRM, Data and Change

 

The Client

Martin Currie Investment Management Limited is a global organisation that offers asset management, equities, securities, investment strategies, financial planning and advisory services to customers worldwide. Operating since 1881 with £11.2bn Assets Under Management, the business has 110 employees operating across five global offices.

Their stock-focused approach is driven by in-depth fundamental research and skilled portfolio construction. Martin Currie’s key goals are to gain a holistic view of investment companies and an insight into their culture to build an understanding of material risks and opportunities develop conviction in ideas, and deliver differentiated client outcomes.

Martin Currie Investment Management Limited is a Specialist Investment Manager of Franklin Resources, Inc. which has Assets Under Management totalling US$1.4 trillion (as of 30th June 2020).

 

Client Feedback

“The project was delivered on time, it restored system dependability and increased confidence across our sales and commercial teams in multiple geographies. A key objective was removing reliance on a single system and partner. Dynamics has solved that for us.

The team now spend more time on qualitative data analysis and access data much easier, thanks to improved visual reporting and MI capabilities. We have such great visibility now on workflow and can manage resource effectively. We’re actively using every capability the solution offers, to the huge benefit of the business.”

In recent months. Financial Services organisations have seen a years’ worth of digital transformation for every month that’s passed (Satya Nadella). Redspire and Microsoft are working together to deliver transformation in the sector, from remote teamwork, connected operations and critical cloud infrastructure to sales, marketing and customer service.

The intelligent office is the future of Investment Management. Download our Sales Professional Guide to Dynamics 365 to find out how machine learning and AI can drive automations, or read more on the power platform.

Redspire is a Microsoft Gold Partner with strong capabilities in Financial Services. We’ve worked on the biggest operational challenges facing the industry today. From Business Banking improvements at VirginMoney and business automations at Beazley Insurance to client and stakeholder engagement at Money and Pensions Service. Our expertise in Dynamics 365 and the Power Platform helps our clients unify operations quickly, deliver transformative projects that solve business pain and future proof for all scenarios.