Dynamics CRM Implementation For Government Agency

Technology Used

Microsoft Dynamics CRM 4.0 (MSCRM), MSCRM - SDK. Data migration Manager, .NET Framework 3.5 – ASP.NET, C#, Web Service, JavaScript, XML, SQL Server 2008, SQL reporting Services

Customer Profile

Utilities and Transportation Commission (UTC) is the state government regularity commission in Washington. Protects consumers by ensuring utility and transportation services are fairly priced, available, reliable and safe. Also regulates the rates and services of private or investor-owned utility and transportation companies

Customer Situation

  • Business data stored in multiple and disparate systems
  • Demand for an enterprise level scalable application
  • Handle and automate core business process – serving documents to parties
  • Need of integrated business transactions/process between the departments

Congruent's Solution

  • Implemented Microsoft Dynamics CRM as centralized application to handle complete data and process under one roof
  • Customized MSCRM to hold process and data from different system
  • Automated document serving process by extending MSCRM through custom add-in
  • Developed interface to integrate MSCRM with the existing system

Benefits

  • Microsoft Dynamics CRM as centralized application to handle complete data and process under one roof
  • Automated document serving process through MSCRM
  • Interface to integrate MSCRM with the existing systems
  • Integration with productivity tools like Lotus Note, Microsoft Office and SSRS

Congruent's Key Challenges

  • Migrating process from different systems and consolidating them under one application
  • Building a custom process inside MSCRM within the supported customization scope
  • Developing an interface for the systems of different platform
  • Building a custom data migration tool to migrate data from different systems

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