Streamlining Customer Interactions for a 150-Year-Old Maritime Leader
A 150-year-old U.S. marine transportation company upgraded from on-premises Dynamics 365 Customer Engagement to cloud-based Dynamics 365 Sales with Zelite's support. This migration aimed to enhance accessibility, flexibility, and operational efficiency. Zelite ensured a seamless transition with zero downtime and no data loss, enabling improved access via web and mobile apps. The company now enjoys streamlined workflows and ongoing support, leveraging cloud technology to modernize their CRM effectively.
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In today's competitive landscape, even established companies require innovative solutions to maintain a competitive edge. This case study explores how Zelite, a leading cloud migration provider, partnered with a 150-year-old U.S. marine transportation company to successfully migrate their Dynamics 365 CRM system to the cloud. This collaboration transformed the client's customer interaction capabilities and unlocked the benefits of cloud technology.
The client, a pillar of the U.S. maritime industry for over a century and a half, specializes in ship docking, harbor towing, coastal towing, and bulk transportation. With a longstanding reputation for excellence, they sought to modernize their CRM infrastructure to enhance operational efficiency and customer service.
While content with the functionality of their on-premises Dynamics 365 Customer Engagement system, the client faced limitations:
- Limited Accessibility: On-premises infrastructure restricted remote access for employees.
- Maintenance and Upgrades: Manual maintenance and upgrades consumed IT resources.
- Limited Scalability: The on-premises system lacked the scalability to support future growth.
To address these challenges, the client desired a migration to Dynamics 365 Sales in the cloud, enabling them to leverage:
- Improved Accessibility: Cloud-based access for employees anywhere, anytime.
- Automatic Updates: Eliminate the need for manual maintenance and upgrades.
- Scalability and Cost-Effectiveness: Cloud solutions offer on-demand scalability and potentially lower IT costs.
Zelite designed and executed a comprehensive cloud migration plan, ensuring a smooth transition with minimal disruption:
Thorough Assessment:
Conducted a detailed analysis of the existing CRM system to identify potential risks and customizations required during migration.
Custom Migration Plan:
Developed a tailored plan addressing data security, customization transfer, and system integration.
- Data Migration: Ensured secure and accurate transfer of all existing customer data to the new cloud-based Dynamics 365 Sales system.
- Customization Migration: Analyzed and merged custom functionalities from the on-premises system into the new platform, ensuring all custom entities, workflows, and business processes were replicated.
- System Integration: Seamlessly integrated the new Dynamics 365 Sales platform with the existing Helm system, enabling uninterrupted data flow and information exchange.
Testing and Training:
Performed rigorous testing to verify system functionality and provided comprehensive training for end-users to ensure their proficiency in utilizing the new cloud-based CRM system.
The successful cloud migration delivered significant benefits for the client:
- Zero Downtime and Data Loss: The migration process was completed flawlessly, with no downtime and zero data loss.
- Enhanced Accessibility: Employees can now access the CRM system through web and mobile applications, improving flexibility and remote work capabilities.
- Improved Operational Efficiency: Streamlined workflows and ongoing support from Zelite ensure optimal functionality and efficiency of the new Dynamics 365 Sales system.
- Future-Proof Infrastructure: The cloud-based CRM system offers scalability to support the client’s future growth and evolving business needs.
The client expressed high satisfaction with Zelite’s expertise in managing the cloud migration process. They acknowledged significant operational improvements and a renewed ability to serve their customers effectively in the ever-evolving maritime industry.
This case study demonstrates the value of cloud migration for established companies. By partnering with Zelite, the 150-year-old maritime leader successfully modernized their CRM system, ensuring improved accessibility, enhanced operational efficiency, and a foundation for future growth
