Case Study | Field Service Solution for 300+ staff | Vinergy

Case Study – Field Services

Case Study – Field Services

Case Study – Field Services

Field Service Solution for 300+ staff

Project Overview

A large and successful Smoke Alarm inspection company required a system to better manage, communicate with and measure their significant team of site inspection and field staff. This is highly regulated and compliance driven industry and it was critical that the system could scale and grow with the business.

The Challenge

  • After partnering with the client to properly scope the project, it was evident that this was going to be one of the largest field service implementation projects in the country
  • The company was operating an Exchange 2007 on-premise system
  • The company had a significant quantity of staff, in office, remote and on-road locations
  • The company had a significant quantity of customers
  • There were millions of records to be transformed and migrated
  • Longer term, the company wanted to completely manage the system and solution in-house, when they had the capability and resource to do so

The Solution

  • Due to the scale of the implementation, the project extended over a 2 year period
  • Successful migration from Exchange 2007 on-premise to Office 365 (including 200+ mailboxes)
  • Successful implementation of Microsoft Azure to extend their on-premise footprint to Cloud servers + capability
  • Implemented Dynamics 365 for Field Services for the operation and management of 300+ staff
  • Transformed and migrated millions of records from their bespoke solution to Dynamics 365
  • Created PowerShell scripts to copy generated documents from Dynamics 365 to on-premise hardware for printing
  • Implemented Dynamics 365 Portals for customers managing their own portfolios
  • Provided onsite & remote assistance post implementation until handing over to internal resources