IBG
Managing Energy Projects
Across Systems
For IBG, we connected sales, project management, documentation and finance. Dynamics CRM, SharePoint, Project Server and Dynamics NAV worked around the same project.
- TechOne role
- Design and delivery
- Deliverable
- Integrated project management
- Scope
- Sales, projects and finance
Context
An Energy Project Does Not End in CRM
For a provider of complex energy solutions, a sales opportunity gradually becomes a project with documentation, deadlines, responsibilities and financial processing.
At IBG, these areas had their own systems. The objective was not to replace them, but to connect them around the same project.
Project Environment
A Sales Case Becomes a Project Ready for Delivery
We connected CRM with the project environment so that each new project received an owner, the right structure and a direct link to its related documents.
The delivery included a unified Czech project template and migration of existing projects. New and in-progress projects therefore followed the same structure.
Managing Progress
Rules Keep Track of Deadlines and Project Status
Automation updated selected deadlines and project status from confirmed information. Notifications reached the responsible people when a project was waiting to be scheduled or required additional input.
Project managers received a view of the projects that needed attention without having to check each case manually.
Finance and Data
Project Data Connects with Dynamics NAV
Selected data moved between the project environment and Dynamics NAV. Financial information returned to the project while project data continued into financial processing.
Sales, project management, documentation and finance stayed in their specialist applications while working with the same project context.
