3 min readThe Partner Approach to Effective Digital Transformation

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IT partnership team

You’ve done your due diligence on how to achieve digital transformation in your sector. Carried out some initial internal needs analysis, scoped out the best CRM options on the market, talked to your best people and cross-referenced their recommendations with Gartner et al. And you’ve identified that Microsoft Dynamics 365, Power BI and the wider Microsoft ecosystem is the clear leader in digital transformation. Not just in terms of CRM and data solutions but as a unified solution to manage your entire business environment and operations.

So, now that you know all about Microsoft Dynamics 365, its limitless integrations and the art of endless possibility within your sector. You know that your competitors are modelling success with Microsoft’s latest technologies. You have a need for internal change, now.

What are the next steps?

The partner approach to digital transformation

Selecting the right business partner for your digital transformation project is an essential part of project success. Choosing a partner who brings a deep understanding of Dynamics 365 and its customisable capabilities and who leads from the front to ensure user adoption will help you model success and yield return on investment from your CRM project.

As well as an expert in the product, it’s vital that you select a partner who’s experienced within your sector, who understand the nuances and challenges of your business and who also has references and success models within your industry. From pre-sales scoping and needs analysis to project and process mapping and build, all the way through to implementation and beyond, a strong partner is the primary key to success. Together you’ll bring together your who, your when and your what.

The benefits of working with a partner

Out the box, Dynamics provides an incredible range of features ready to plug and play by internal IT teams. These include an immersive CRM, smart collaborative tools like Microsoft Teams, Flow, Power Apps and more. But for the UK’s biggest and best brands with unique operational needs, a more customisable approach to CRM and data solutions is required.

The power of the partner approach to digital transformation is that a specialist partner can analyse your business needs and processes, map them against their enhanced knowledge of the system’s capabilities and build a bespoke, customised solution that fulfills your businesses unique needs. The finished product? A system that works exactly as you want it to. With a focus on automation and simplifying processes, your bespoke build CRM can gain thousands of days productivity across the business, enhance customer and stakeholder engagement, increase sales, manage risk and improve operations.

Getting started and selecting the right partner

At Redspire, we become your dedicated Dynamics partner through your whole improvement journey. Our partnership ensures:

  • a bespoke, fit for purpose CRM that fulfils your business needs, after exhaustive discovery and requirements scoping.
  • that project build, implementation and go-live is a success with limited downtime to the business day to day.
  • enhanced user adoption through an immersive user and super-user training programme, designed to fit each individual client’s needs.

About Redspire

We’re a Microsoft Gold Partner with particularly strong capabilities in Financial Services, Retail, Government, and Third Sector and have worked on the biggest operational challenges facing these industries today. From Small Business Banking improvements at CYBG, client and stakeholder engagement at Money Advice Service and operations and field service at Golden Charter and AIG Group, our expertise in Dynamics 365 and the wider Microsoft ecosystem help our clients achieve operational excellence and project delivery that promises return on investment and with measurable KPIs in place from the outset.

To find out more about the partnership approach to Dynamics 365 in your business,  you can contact us on 0845 226 8170 or email info@redspire.co.uk.