YES Energy – One Platform, Multiple Businesses

As YES Energy expanded into multiple business units each developed its own processes, customers and operational requirements. A single, rigid CRM approach would not support the different ways each department needed to operate.

The challenge was to create a consistent technology foundation while giving each business unit the flexibility to manage its own workflows, information, integrations and ways of working.

VINERGY took a shared platform, tailored solution approach, deploying and evolving separate Dynamics 365 environments around the needs of each YES Energy department.

Rather than forcing businesses into a standard process, we configured and customised Dynamics 365 around how each business unit operates. This has included tailored sales and job-management processes, project structures, automation, document management and integrations with other business systems.

As requirements have changed, the environments have continued to evolve, including new functionality and processes developed for specific businesses units such as large scale Project Development, Construction and Maintenance teams.

VINERGY brought more than Dynamics 365 implementation expertise. Over seven years, we have built an understanding of YES Energy’s business unitsand how their operational requirements differ.

That knowledge allows us to continually challenge, adapt and improve the solutions as the businesses evolve, combining Dynamics 365, Power Platform, automation, SharePoint and integration expertise to turn changing business requirements into practical solutions.

Most importantly, we have provided continuity. Instead of treating the engagement as a one-off CRM implementation, we have remained a long-term technology partner, continually improving the platform as YES Energy has grown and changed.