-
40-50%
cost savings vs onshore hiring
-
5/5
Feedback rating
CLIENT CHALLENGES
- Acuity to become the central PoC for Dynamics 365 updates
- Carry out day-to-day maintenance and deduplications
- Carry out enhancements
- Introduce best practices and document processes
- Collate and compile reports for better decision-making
OUR SOLUTION
- Acuity kicked off a pilot with CRM analysts and senior supervisory overlay
- After the initial training, the Acuity team went live in two weeks
- The team became the central PoC for the onshore users for all Dynamics needs (onboarding, edits, entitlements, movements, client activity updates, etc.)
- Coordinated with the vendor and the onshore team and introduced validations and mandatory fields while using third-party databases to obtain missing data to ensure the completeness of data captured
- Carried out ongoing deduplications in coordination with the onshore team
- Coordinated with the onshore team to generate powerful dashboards
- Documented the processes
- Carried out satisfaction surveys to ensure the team was delivering as required
KEY BENEFITS
- Less or no time spent on administrative tasks
- Guaranteed access to real-time, accurate and streamlined data for better decision-making
- 40-50% cost savings vs onshore hiring
- Transition from day-to-day updates and deduplications to value-added tasks by acquiring institutional knowledge and additional skills (Dynamics certification)
- Reliable extension to onshore team and steady coordination
- Ongoing validation of SOPs and process documentation
- Feedback: 5/5 rating in customer satisfaction survey ‘Really great team - great quality super responsible and engaged with the clients. Specially Xxx and Yyy - really great work from their side
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