Helping to get the CRM under control

Challenges

Educatius leverages Microsoft Dynamics 365 (CRM) to process and store their clients and partners’ information gathered from their websites.

Over the past several years, Educatius’ CRM has been maintained by a series of different external partners. Unfortunately, these teams have not always provided Educatius with the highest quality of service. Updates to the CRM were often poorly documented. While this did not cause issues immediately, as more updates have been applied and the people responsible for them have moved on, it became very difficult to isolate and fix bugs within the CRM in a timely manner.

Goals

Educatius approached ACTUM Digital with a clear goal in mind as to what they wanted to achieve with the project.

Educatius needed a highly experienced partner that could go over their CRM with a fine-tooth comb and resolve much of the technical debt that had built up as a result of the previous teams' poor development practices and maintaining the CRM into the future. To accomplish this, ACTUM’s team would have to go in almost blind with very little in the way of documentation to guide them.

One of the key metrics of success would be ACTUM’s ability to cut the amount of time needed to track down the causes of future issues and implement fixes.

Results

As a result of ACTUM’s ongoing efforts, Educatius now has a fully functional and well-maintained CRM that is entirely free from the endemic issues that it was previously plagued with. This has had a significant impact on the productivity of their staff as they can now focus on providing their clients with the best service possible rather than wrestling with a poorly maintained CRM.

5 Months

With Zero Critical Issues