14 Jul, 2024 | Case Study

Revolutionizing Build Warranty's Operations with a Scalable and Automated Dynamics 365 Solution

Posted on 14 Jul, 2024 by Nebulaa, Posted in Dynamics 365 Customer Service

Customer Overview

Build Warranty (BW), a leading UK-based provider of warranty solutions for the construction industry, sought a strategic partner to overhaul its IT systems. Their self-designed Dynamics 365 setup was plagued with incorrect configurations, hampering scalability and operational efficiency. They required a robust, automated system to streamline both internal processes and customer interactions.

Challenges

• Incorrect Dynamics 365 Setup: The existing setup caused maintenance issues and data inaccuracies, making scalability impossible.
• Lack of Strategic Guidance: BW lacked a strategic partner to provide correct architecture and design advice.
• Limited System Usability: The old system's limited operations and inaccuracies led to reduced usage.

Technologies Involved

• Microsoft Dynamics 365
• SharePoint Online
• Power Platform
• Adobe e-Sign Solutions
• Customer Voice for Dynamics 365

Solution Delivered

Nebulaa delivered a comprehensive solution leveraging Dynamics 365, SharePoint Online, Power Platform, and Adobe e-Sign Solutions.

• Customized Dynamics 365 Solution
  We realigned Dynamics 365 to match BW’s operational needs, ensuring the architecture mirrored real-world relationships.
• Customer Facing Portal
  Using PowerApps Portal, we developed a responsive and feature-rich portal for customer interactions.
• Automated Notifications
  Implemented branded email templates for automatic notifications, keeping all parties informed of application statuses.
• E-sign Integration:
  Enabled customers to e-sign agreements seamlessly with Adobe e-Sign Solutions, automating status updates.
• Secured and Role-based views
  Designed customized views on the portal for different user roles, enhancing security and usability.
• Best Practices in Deployment
  Followed best practices in coding, deployment, and source code versioning to ensure a streamlined and robust solution.
• Branded Document Generation
  Utilized the Power Platform for generating branded documents, enhancing professional presentation and consistency.

We found working with Nebulaa IT Solutions very successful. Thir ability to fully understand the requirements and prepare a detailed scope key to their ability to deliver a logical solution. A methodical approach throughout the development process combined with good communications with us, ensuring a more accurate deployment. They work well with our in-house IT team, and we will be using them for future projects. Highly recommended.

Andrew Dyson, CEO (Build Warranty)

Value Delivered

• Enhanced Efficiency and Accuracy: The systematic tracking of information significantly improved the efficiency and accuracy of BW's operations.
• Return on Investment (ROI) & Focus: By consolidating operations into a single, capable system, BW could focus on delivering superior services to their customers.
• Scalability: The robust base architecture allowed the system to evolve and scale over the past years without hitting a dead end.
• Transparency and Compliance: Comprehensive event capture and auditing ensured compliance and transparency, fostering trust and reliability.

Project Duration and Support

For over two years, Nebulaa has been a trusted partner for BW, continuously enhancing the solution and implementing new modules. Our commitment to best practices and strategic guidance has enabled BW to achieve their business objectives and stay ahead in the competitive market.

Best Practices

Nebulaa adhered to industry best practices for coding, deployment, and source code versioning, ensuring a reliable and scalable solution for BW.

This case study highlights Nebulaa’s ability to deliver strategic IT solutions that not only meet but exceed client expectations, driving efficiency, scalability, and business success.