Buckinghamshire Business First (BBF) Use Dynamics 365 for Tailored Membership Solution
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Explore how Pragmatiq partnered with BBF to implement tailored solutions using Dynamics 365 and the Power Platform to create a custom business solution, enabling enhanced reporting, efficient survey management, and streamlined grant allocation processes.
Background & Challenges
Background:
Buckinghamshire Business First (BBF) is an organisation that supports new, established, and growing businesses across Buckinghamshire. Their aim is to provide their members with knowledge, support, and opportunities for growth. Offering membership options, businesses are able to gain knowledge, make connections, and use the business facilities, products, and services that BBF offer.
Challenges:
- Manual Reporting: Monthly reporting involved hours of data extraction and manual chart creation from Dynamics 365, leading to inefficiencies and limited insights.
- Survey Management: Complexities in survey creation and integration with existing systems (ClickDimensions) hindered efficient data collection and analysis.
- COVID-19 Grant Management: Overwhelming response to COVID-19 grants necessitated enhanced system functionality for managing grant applications and allocations.
The Solution & Implementation
Discovery & Planning:
Pragmatiq conducted a detailed analysis of BBF’s needs, consulting with key stakeholders to ensure the solutions would address all of their challenges effectively for optimal operation efficiency.
Custom Business Solution Implementation:
- Power BI Implementation: Transformed the manual reporting process by implementing Power BI, enabling automatic data extraction and visualisation.
- Dynamics 365 Customer Voice: Implemented to streamline survey creation, distribution, and analysis, integrating seamlessly with Dynamics 365.
- COVID-19 Grants Management: Enhanced Dynamics 365 to manage the influx of grant applications, adding custom entities and dashboards for better tracking and allocation.
The Transformation
Results:
- Operational Efficiency: Streamlined processes across reporting, survey management, and grant allocations resulted in significant time savings and improved accuracy.
- Enhanced Insights: Access to comprehensive data insights enabled BBF to make informed decisions and support business growth effectively.
- Scalable Solutions: Leveraging Dynamics 365’s flexibility ensured solutions could evolve with BBF’s changing business needs.
- Deeper insight into data: Reports generated through Power BI are much more detailed and in-depth than the manual reports previously created allowing BBF to gain a more detailed insight into their business and identify areas for improvement with ease.
Get in touch to learn how Pragmatiq can transform your organisation with expert Dynamics 365 consultancy and tailored business solutions.
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