03 Jul, 2024

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

Posted on 03 Jul, 2024 by Somesh Siripuram, Posted in PowerApps Portal Power Automate Power Platform Dynamics 365

Case Study

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

1. Incorrect Dynamics 365 Setup: The existing setup caused maintenance issues and data inaccuracies, making scalability impossible.
2. Lack of Strategic Guidance: BW lacked a strategic partner to provide correct architecture and design advice.
3. 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.

Value Delivered

1. Enhanced Efficiency and Accuracy: The systematic tracking of information significantly improved the efficiency and accuracy of BW's operations.
2. Return on Investment (ROI) & Focus: By consolidating operations into a single, capable system, BW could focus on delivering superior services to their customers.
3. Scalability: The robust base architecture allowed the system to evolve and scale over the past years without hitting a dead end.
4. 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.