Solucia SPJ – an insurance company specialising in legal protection – launched a digital transformation project with a prior provider, with the aim of migrating its entire information system to Microsoft Dynamics 365 for all business functions. These include sales, marketing, finance, compensation service, customer service and accounting. Following the implementation, it found issues that needed to be addressed to preserve core company functions and turned to us for assistance. We conducted a technical audit and an overview of the solution, which resulted in findings of potential problems and shortcomings. We then activated a remediation plan to restore the vital functions of the platform. This work included:

• An audit of the CRM and ERP components of Solucia SPJ’s solution relative to file management, customer/partner management, and invoicing and FinOps integration.
• Managed services to support Solucia SPJ over the long term, providing maintenance and delivering value to users.

Solucia SPJ regained stability on its IT tools and teams now have the autonomy to setup their own configurations by transferring Dynamics 365 skills to employees. There is increased integration between the CRM and ERP and is helping improve customer and employee experiences, resulting in:

• Higher team satisfaction attributed to new features available and stabilised infrastructure
• Enhanced service levels due to solution optimisation

Solucia SPJ is now looking to reintegrate all business projects into its IT roadmap to enrich its information system. The goal is to industrialise and optimise experiences for its salesforce and clients.