Optevia has unrivalled expertise in delivering customised
CRM, data management and business intelligence solutions for public
sector organisations, based on Microsoft technology
Microsoft Dynamics CRM, SharePoint Server and Performance Point
Server products are all tightly integrated with familiar client desktop
applications, e-mail and web browsers to provide a consistent user
experience that simplifies how people interact with content, processes,
and business data. This tight integration, coupled with robust out-of-the-box
functionality, helps Optevia deliver solutions that end-users adopt
with enthusiasm and that meet and beat business objectives.
Delivering added value from Microsoft Dynamics CRM deployments
Optevia Microsoft Dynamics CRM Utilities
Optevia has developed a range of Microsoft Dynamics CRM add-on utilities,
specifically aimed at enhancing the base Microsoft Dynamics CRM solution
for the UK government and public sectors. These utilities include:
Optevia Microsoft Dynamics CRM Utilities
The Optevia Microsoft Dynamics CRM Audit Utility
The Audit Utility allows an organisation to identify
both when a record in Microsoft Dynamics CRM is modified and who
performed the modification. The utility is provided with numerous
reporting facilities to enable a quick search of its collected data.
Benefits
The benefits of the Audit Utility include higher
overall system security, easier record management and compliance
with government audit standards.
The Optevia Microsoft Dynamics CRM Decision Tree
The Decision Tree Utility enables an organisation
to develop easy to use, (scripted), graphical decision steps and
processes to enable the capture of accurate, pre-qualified information,
before it is automatically entered into Microsoft Dynamics CRM.
Decision Tree Utility “scripts” can
be presented in Microsoft SharePoint Server and deployed
via an organisation’s web-site, so enabling customer
service enquiries to be entered into Microsoft Dynamics
CRM which are self generated by a customer and qualified
at source.
Benefits
The Decision Tree Utility ensures that accurate pre-qualified information
is entered by users which improves the speed and efficiency of each
customer contact.
The Optevia Microsoft Dynamics CRM Data De-Duplication Utility
The Data De-Duplication Utility helps ensure that
multiple duplicate data entries are reduced to their minimum at the
time of entry into Microsoft Dynamics CRM. This utility searches
for potential duplicates when a new individual or organisation is
loaded into Microsoft Dynamics CRM. Options are presented for the
user to consider before either selecting an existing record or continuing
with the entry of new data.
Benefits
The Data De-Duplication Utility reduces the wasted time and cost
associated with multiple inaccurate data entries.
The Optevia Microsoft Dynamics CRM Opentext (e.Docs) Interface
Utility
The Opentext (e.Docs) Interface Utility enables
documents and emails stored within the Opentext e.Docs Electronic
Document Record Management System (EDRMS) to be referenced and viewed
from a contact or organisation record within Microsoft Dynamics CRM.
This helps ensure a complete historical record of all interactions
an organisation has had with its customers, including written & email
correspondence.
Benefits
The Opentext Interface Utility improves the quality of customer interactions
as service staff can access all documents related to that customer
in addition to their contact history.
Microsoft Office SharePoint Portal Server Solutions.
Optevia uses Microsoft SharePoint Server to extend the productivity
of a CRM installation through its collaboration, content and document
management and business intelligence functionality.
Microsoft SharePoint Server makes it possible to reach out beyond
a public sector organisation by enabling online interaction with
the organisation’s customers. Typical self help facilities
such as logging help requests and knowledge sharing are supported.
Intranet sites can also be built quickly and easily to give Optevia’s
customers’ stakeholders access to content from a broad range
of information resources. This information can be displayed through
digital dashboards and web-parts, so enabling the creation of internet
customer portals with personalised content.
Microsoft SharePoint Server is an excellent complement to Microsoft
Dynamics CRM for the management of customer documents, all accessed
from a customer or organisation record within Microsoft Dynamics
CRM. This facility includes version control and content authoring
functionality.
Benefits
SharePoint Server users experience better quality customer interactions.
The self-help functionality is a cost efficient method of handling
simple routine request, freeing up customer service staff to focus
on more complex higher value interactions. The personalised portals
allow for efficient information dissemination targeted to particular
customer needs.
Optevia Microsoft Office Performance Point
Server Solutions
Optevia delivers performance management functions to complement
to Microsoft Dynamics CRM using MS Performance Point Server. The
additional functionality includes scorecards, dashboards and management
reporting. Government organisations are able to analyse the data
within their Microsoft Dynamics CRM databases for improved planning,
budgeting, forecasting, and business consolidation or expansion.
Performance Point Server utilises widely used and supported Microsoft
technologies such as Windows Server, SQL Server, and Microsoft Office
SharePoint Portal Server.
Benefits
Performance Point Server users can better understand variances between
planned and actual performance, quickly analyse root-causes, and
recast plans when necessary.
The addition of performance management functionality is a cost effective
way to extend an existing investment in Microsoft Dynamics CRM in
order to deliver even more business value.
