Discover how Fotech, a bp Launchpad company specialising in cutting-edge fibre optic sensing solutions for security, smart cities, and energy sectors, partnered with Pragmatiq to enhance their operational efficiency through a tailored Microsoft Dynamics 365 implementation.
Background & Challenges
Background:
Founded as part of bp Launchpad, Fotech specialises in advanced fibre optic sensing technologies that transforms asset monitoring and management across sectors such as security, smart cities, intelligent transport, and energy. Fotech’s solutions empower organisations to gain real-time insights into their infrastructure, enhancing operational efficiency and reliability.
Challenges:
- System Fit Disparity: Salesforce no longer met evolving business needs, prompting reliance on inefficient manual workarounds.
- ERP Integration Gaps: Disconnected systems between Salesforce and ERP led to data inaccuracies and increased manual handling of quotes and orders.
- Document Generation Complexities: Cumbersome processes for generating critical documents like quotes and orders hindered workflow efficiency.
- Reporting and Forecasting Challenges: Limited insights due to disjointed systems hampered accurate business forecasting and reporting.
- Marketing Efficiency: Inability to leverage comprehensive marketing tools and insights due to fragmented data across systems.
The Solution & Implementation
Discovery and Planning:
During the discovery phase we engaged closely with Fotech to understand their operational challenges and strategic goals so we could create a solution with their needs in mind. These discussions led us to Dynamics 365 as a solution for Fotech as its vast capabilities aligned perfectly with their requirements.
Execution:
- Dynamics 365 Sales Customisation: Tailored to optimise lead and opportunity management, ensuring a streamlined sales process from lead generation through closure.
- ERP Integration: Seamlessly integrated Dynamics 365 with Microsoft Business Central to streamline quote and order management, eliminating manual data handling and enhancing accuracy.
- Automated Document Generation: Developed functionality for automated generation of quotes and orders within Dynamics 365, significantly improving workflow efficiency.
- Microsoft 365 Integration: Integrated Dynamics 365 with Microsoft 365 suite, facilitating real-time collaboration across teams with tools like Word, Excel, SharePoint, Teams, and Outlook.
- Dynamics 365 Marketing Implementation: Deployed Dynamics 365 Marketing to empower Fotech with advanced marketing capabilities, including targeted campaigns and automated customer insights.
The Transformation
Results:
- Operational Efficiency: Achieved significant time savings by reducing manual tasks and enhancing workflow efficiency across departments.
- Enhanced User Adoption: Dynamics 365 Sales adoption increased as the system closely aligned with users’ daily tasks and provided comprehensive tools from a unified platform.
- Data-Driven Decision Making: Real-time insights through Power BI enabled informed decision-making, replacing monthly manual reporting with dynamic, actionable insights.
- Improved Collaboration: Enhanced team collaboration facilitated by Microsoft 365 integration, enabling seamless document sharing and updates, supporting remote work capabilities.
- Advanced Marketing Effectiveness: Dynamics 365 Marketing empowered Fotech with targeted campaigns and automated customer segmentation, driving sales growth and customer engagement.
Reach out to our experts today to explore how we can customise Dynamics 365 solutions to elevate your organisation’s operational efficiency and growth.
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