While searching for CRM specialists, the company found our SharePoint development site. The company was impressed by our SharePoint experience and contacted us for assistance.
Our solution consisted of three phases: discovery, build, and migration.
1. Data discovery
The first phase involved:
- cataloguing all the data in the on-premises SharePoint 2013 server
- planning how we could present that data in a customer-centric UI
- creating a mock-up of the new CRM user interface for approval
Once the client agreed on the CRM software development plan, we moved to phase two.
2. CRM build
The goal of this stage was to build a customer-centric system in SharePoint 365.
Our design displayed one page per customer, with all data related to that customer instantly visible. We achieved this by integrating a number of Power Apps modules into the SharePoint interface. These apps enabled staff to easily interact with customer and inventory data.
We also added new search and reporting features, making it easier for staff to navigate and monitor usage.
The final step of the build was handing the client full documentation of the system architecture, software components, and data model.
3. Data migration
With the new SharePoint CRM in place, we were ready to migrate the data from the client’s old SharePoint server.
This phase included:
- mapping data items to the new model
- design of relevant data-conversion rules
- multiple waves of migration to test success