Smaller Businesses
Focus on the work that needs the most attention. Establish a manageable scope, keep decisions clear and plan around the time your team can give to the project.
Your customer relationships, services and operational processes shape what you need from technology. We design business applications and custom experiences around those needs, for smaller businesses through to large organisations.
Explore the processes and experiences relevant to your business. These examples show what a solution could support; we define the final scope around your requirements.
Select a context to see the processes and an example.
For businesses that turn enquiries and expertise into delivered services.
Work We Can Help Connect
A customer requests a service online, accepts the proposal and books an appointment. The delivery team receives the agreed work, records progress and passes the billing information to finance.
For businesses coordinating products, customers, suppliers and fulfilment.
Work We Can Help Connect
A customer or sales representative submits an order through a portal or mobile app. The request connects to the agreed order and stock processes, with updates as fulfilment progresses.
For businesses delivering ongoing access, recurring services and digital products.
Work We Can Help Connect
A new customer creates an account, selects a plan and completes checkout. Confirmed billing events trigger the agreed service access, while support and account changes remain connected to the customer record.
For organisations managing applications, participation and ongoing relationships.
Work We Can Help Connect
A member or parent applies, provides the required documents and selects services or activities. Staff review the request, confirm participation and manage the agreed payment and communication steps.
For organisations where customer relationships depend on information, decisions and controls.
Work We Can Help Connect
A renewal request brings the customer, product and required documents into one workflow. The right team reviews it, manages the signing step and keeps the customer informed of progress.
For organisations helping residents and businesses access and use public services.
Work We Can Help Connect
A resident submits a request and supporting documents through a website or mobile app. Staff can review the information, route the work and provide the updates relevant to the request.
Company size is only part of the picture. The scope also depends on the number of teams, processes, systems and controls involved.
Focus on the work that needs the most attention. Establish a manageable scope, keep decisions clear and plan around the time your team can give to the project.
Connect teams and processes as transaction volumes and responsibilities increase. Clarify ownership, reduce manual handovers and improve shared information.
Plan around multiple entities, integrations, access controls and formal decision points. Structure delivery into phases with agreed responsibilities and acceptance criteria.
Start with a focused implementation, create a tailored experience, or improve what you already have. The scope follows your priorities and starting point.
Get an agreed starting scope for Dynamics 365 Sales, Customer Service or Business Central, with defined deliverables and customer responsibilities.
See the Rapid OfferingsBuild custom applications, customer experiences, integrations and workflows around a process that needs more than the standard configuration.
Discuss a Tailored SolutionAddress adoption barriers, recurring issues and delivery gaps in an existing solution. Establish priorities and a workable plan for the next stage.
Discuss What Needs ImprovingFor Dynamics 365 Sales, Customer Service or Business Central. Start with defined deliverables and an implementation scope agreed before delivery begins.
Discuss the Fixed ScopeSales, Customer Service or Business Central. Price for each individual offering.
Dynamics 365 Sales + Customer Service.
A focused project and a larger programme both need practical collaboration. We agree the responsibilities and decision points around the scope of the engagement.
Discuss Your Starting PointSomeone who can set priorities, involve the right people and make the decisions needed for delivery.
The people, information and environments needed to understand the work and design the solution.
Named participants who can review the work, test realistic scenarios and help prepare the team for launch.
Clear deliverables, acceptance criteria and a way to assess whether the change is helping the business.
Find the situation closest to yours and see how we would approach it.
Browse the applications, platforms and services behind the solutions, and practical use cases to start from.
Start with your priorities, your existing systems and the experience you want customers or teams to have. We’ll help you establish a sensible next step.