Business Process Design
At some point your business processes may deviate from standard industry-specific processes. This could be for a variety of reasons. But often these unique processes are the "secret sauce" that sets your business apart leading to a competitive advantage.
Our Purely CRM consultants will help you take advantage of the flexibility of Dynamics 365 and the Power Platform to bring your business processes to life. See below for more on our Business Process Design services and CRM Process audit.
As a first step, we will assess your current business processes and identify areas for improvement. Our goal is to understand your needs and requirements so that we can provide a customized solution.
Our team will work with you to evaluate your system requirements for automating business processes using Dynamics and Power Platform. This includes understanding data requirements, identifying any necessary integrations with other systems, and determining the technical requirements for the solution.
Our experts will help you evaluate the features and capabilities of the Power Platform to determine which ones will best meet your needs. This includes Power Automate for process automation, Power Apps for custom app development, and Power BI for data visualization.
Based on your business processes and system requirements, we will develop a high-level solution design that includes the Power Platform components, data flows, and user interfaces. Our goal is to provide a scalable, secure, and user-friendly solution.
Our team will configure Dynamics to support your business processes, including defining custom entities, fields, workflows, and more. The configuration will align with the solution design and be designed for ease of use, scalability, and security.
Our developers will create custom apps using Power Apps to support your business processes. The apps will be designed with user experience in mind, and will align with the solution design for ease of use, scalability, and security.
Our experts will use Power Automate to automate your business processes, including defining workflows, data flows, and more. The automations will align with the solution design and be designed for ease of use, scalability, and security.
Our team will integrate Dynamics and Power Platform with any necessary external systems, including data sources and other applications. The integrations will align with the solution design and be designed for ease of use, scalability, and security.
Our experts will test and validate the solution, including the custom apps, automations, and integrations. We will ensure that the solution meets your requirements and is functioning as expected.
Finally, our team will deploy the solution and provide training for end-users. We will ensure the solution is deployed securely and is easily accessible to end-users. Our ongoing support and maintenance services will ensure that the solution continues to meet your needs over time.
