Solution: CRM | Industry: Construction

Dynamics 365 was integrated with Office 365 Groups and Outlook to enhance communication and collaboration capabilities in Sisk. Custom dashboards were delivered for real time reporting and bespoke SSRS reports were delivered to enable more in-depth management reporting.

The Sisk IT team were provided with training to write their own data integrations to local business applications, allowing them to self-serve for some of their future requirements.

Solution: CRM | Industry: Financial Services 

Codec’s solution provides Goodbody with a well-established platform that combines the core functionalities of Dynamics 365 with consolidated data from different sources. This approach allows Goodbody to have a system with high availability and a friendly UI that supports users and teams through the different stages of the Account Opening process. Dynamics 365 was key to solving the problems Goodbody were having and will continue to play a central role in their day to day ventures.

Solution: CRM | Industry: Higher Education

Codec built a CRM system to track the entire student lifecycle from the initial recruitment phase to incorporating data from the student advice centre and finally the Careers department itself. There had previously been been three standalone systems in place – isolated and locked out from one another and no cohesive reporting mechanism existed that could track the student lifecycle as a whole.

The Codec team rebuilt the security infrastructure around the system so that data could be shared and information could flow between the previously isolated parts of the system without comprising the rigorous security protocols in place.

Solution: CRM | Industry: Government Administration 

A pre-existing on-premise 2013 CRM deployment was upgraded to a 2015 version in NTA. The existing system was used to track case management communications from websites, mailboxes and/or mobile apps. The 2015 upgrade of Dynamics CRM allowed for much more fluid case management features that came out of the box and were instantly accessible and more user-friendly than had been previously the case.

Traffic to and from the CRM system rose by 60% in the last quarter of 2017 and continues to rise without any negative impact on business processes, reporting or data retrieval, and the system is fully GDPR compliant. Codec has also worked with the NTA on Sharepoint and Power BI deployments, and play an integral role in the organisation’s growth and transformation by facilitating their journey into the digital space such that the NTA are planning to transition fully to the cloud by 2019.

Solution: CRM | Industry: Government Body 

Codec built a custom Dynamics environment, accessible to users via two distinct CRM applications – Victims Support Program (VSP) and Individual Needs Program (INP).  It was essential for external organisations to be able to log in, submit claims and view offer information.  This was achieved through the use of an ADX Studio web portal.

Dynamics 365 provides enough stability and customisation to give VSS exactly what they need for a permanent system where users can access all required data, clients can access claim resources, and staff can be sure that information is reliable, up to date and secure.

Solution: CRM | Industry: Insurance

Codec provided a highly customised solution that integrates with RSA’s Driver Testing systems, Prometric Test environments, 3^rd party electronic card providers, and approved CPC training centres. The solution provides full workflow capabilities around the granting, revoking and administration of CPC qualifications. It provides correspondence and document management facilities.

Microsoft Dynamic CRM, is now adopted as an application delivery platform for future tactical and strategic application requirements at the RSA.

Solution: CRM | Industry: Government Administration

The replacement for the Authority’s legacy Regulatory Support System (RSS) referred to as Prism was developed to provide support for the regulation of social care and healthcare settings. Prism was designed to be an integrated system to allow a holistic picture of all authority interactions with external entities, e.g. Nursing Homes, childrens centres, centres for persons with a disability, hospitals etc.

Since it is possible that there are many links between these entities, some of which cross the functional responsibilities, the Authority needed to have a single system that could be used for all entities, thus ensuring a critical holistic view and helping drive significant efficiencies and improvements both internally, within the Authority, and externally in the wider health service.

The Prism external portal was developed using ASP.NET MVC technology and integrates with Dynamics CRM via the out-of-the-box CRM web services.  The portal is an essential part of HIQA’s strategy to cut down on manual processes and to provide a higher level of customer service to external stakeholders.

Solution: CRM | Industry: Government Administration

The Office of the Ombudsman worked with Codec to implement a case management system using Dynamics 365 On Premise to optimise case handling and provide advanced analytics and reporting capabilities.

The system leveraged Dynamics CRM’s out of the box service management features with a custom approval process and a bespoke SharePoint integration to provide intuitive document management capabilities with enhanced document security.

An objective of the project was to reduce the reliance on paper-based case files which was achieved by the transition to Dynamics CRM and SharePoint.

Solution: CRM | Industry: Insurance

Codec implemented a Dynamics CRM solution for Irish Life. The solution has resulted in improved task management for organising new leads and contacts and better sales workflow and lead management.

With Microsoft Dynamics CRM, Irish Life now has a centralised database for all their leads, a more automated lead management process and an effective opportunity management process in place. Microsoft Dynamics CRM allows Irish Life to be more responsive and more efficient.

Solution: CRM | Industry: Government Administration 

Codec have been working with the Environmental Protection Agency to develop a number of systems to support and automate their key processes using Dynamics CRM, SharePoint and custom ASP.NET web development as the core technologies.

Codec resources have worked on site in EPA for over 5 years and have played a key role in the delivery of IT projects which have transformed the way in which the EPA runs its core processes, and how it interacts with stakeholders, which range from members of the public to Local Authorities to the European Commission.

Solution: CRM | Industry: Government Relations

Belfast County Council worked with Codec using both white board and practical hands-on sessions with the intention of incorporating a CRM project for increased business efficiencies using Dynamics 365.

The project involved including a new Entity Model showing Custom and Core Entitie, the separation of key functions into individual ‘Apps’, namely; Contact Centre, the utilisation and implementation of Dynamics Web API (for online enquiries), a solution to implement external facing web service for Address Lookups and use of SharePoint for storing of documents.

Solution: CRM | Industry: Leisure, Travel & Tourism 

Hostelworld Group is the leading global hostel-booking platform with Hostelworld, Hostelbookers and Hostels.com in its portfolio operating in 19 different languages. Connecting young travellers with hostels around the world, Hostelworld has over eight million reviews across 33,000 properties in more than 170 countries. The main goals of this project were to simplify the creation of offers to the Hostelworld customers and to automate the negotiation process. Microsoft Dynamics 365 was selected to deliver an integrated solution to fulfill Hostelworld’s needs, taking advantage of the integration with Azure Services and Office 365.

In general, this solution centralises booking enquiries from three different sources (Hostelworld, Hostelbookers and Hostels.com) and simplifies the creation of offers to Hostelworld Group customers. The entire sales process is managed and tracked on Dynamics 365 including automated actions to communicate with both Properties and Customers, reducing manual tasks to the minimum, improving user-experience and increasing Hostelworld sales efficiency and profitability. From a technical perspective, this system includes integrations with multiple Hostelworld services and external entities.

Solution: CRM | Industry: Government Adminsitration

Codec utilised the xRM capabilities of Microsoft Dynamics CRM to create a “Tenancy Management System” (TMS). The core element of the TMS System is a Dynamics CRM 4.0 deployment that is accessed in real-time by multiple users on-site, and off-site.

This centralised system acts as a central dashboard that can provide users access to nationwide Tenancy data and assist with managing tenancy registration applications, managing landlord/tenant disputes and fee processing, landlord/tenant correspondence etc.

The data interfaces aren’t limited to the CRM user’s data input. The TMS system also interacts with multiple interfaces to the system, like: CRM User’s Data Input, Public Portal Web User Inputs. Data feeds from third party Customer Service providers, Data feeds from public organisations.

Solution: CRM | Industry: Nonprofit Organisation Management 

ISPCC undertook a project to revamp their CRM system called Super Office. Their existing application was no longer catering for the needs of the organisation and did not give them the required scope to grow. The project was due to streamline existing processes and take away manual administrative work. In particular, compiling reports was a laborious process that would be greatly simplified in CRM. Also, they could avail of inexpensive licences from Microsoft due to their status as an NGO.

Codec implemented a customised system to help them manage their Childline calls effectively, and reporting was much easier and generated the required data almost instantly. The customised part of CRM was to provide a series of dialogs that the operator could follow to make data entry easier and more efficient, and ensure that all operators followed the same process.

Solution: CRM | Industry: Insurance

The Road Safety Authority (RSA) commissioned Codec to provide a customised CRM solution to help them manage their Driver Certificate of Professional Competence (CPC) programme.

The key requirements of this project were the RSA required a range of system implementation services including project management, business analysis, software development, systems integration and training. the provision of a scalable, highly customised and integrated solution, on a proven platform. Implementation on tight timelines the project was implemented within a very aggressive time-scale. Codec had approximately 10 weeks to provide the core elements of the solution. Each of the above were all satisfied by Codec’s CRM team.

Solution: CRM | Industry: Government Administration 

Codec engaged with the Livestock Meat commission in April 2017 as part of a support, maintenance and development contract for a Microsoft Dynamics implementation. Microsoft Dynamics was used to manage their Beef & Lamb Farm Quality Assurance Scheme and the Livestock Meat Commission were looking for a trusted advisor to consult and advise on a technology roadmap over a 9-year period between 2017 and 2026.

As part of a wider 3-year plan in the initial first year of contract, Codec worked with the Livestock Meat Commission to stabilise an existing volatile on-premise solution through improved logging, reporting and streamlining business processes, provide consultancy and training services for Livestock Meat Commission super users, produce a technology roadmap for an upgrade to Dynamics 365 and provide LMC with an elastic ‘model office’ non-production environment, hosted in Microsoft Azure.

Solution: CRM | Industry: Retail

Clearhill uses Dynamics CRM in the cloud out of the box functionality for Accounts, Contacts, Leads and Opportunities

The Dynamics CRM implementation connects to Clearhill’s financial system Dynamics Navision through the Microsoft Dynamics Connector where account, contact and contract information are synced both ways.

The primary focus of the system is to give their sales team a better way of managing leads, opportunities and accounts ensuring that they are proactive in account management.

Solution: CRM | Industry: Market Research

Codec implemented a solution for the business development team at Genomics Medicine Ireland (GMI) on Dynamics 365 Online in 2017.

Genomics Medicine Ireland uses Dynamics 365 Online to manage the recruitment of research partners for its disease-specific research studies, and to track the sample numbers across all of these studies.

Solution: CRM | Industry: Publishing

As they are an Educational Publisher – a specialised, niche industry – Folens had non-traditional business requirements. Their goal for upgrading their 2011 CRM system to 2016 was to improve user interaction with CRM, create a more seamless integration between other in-house systems, increase system performance, and improve their UI (among other benefits gained by enhanced in-built functionality).

Since rolling out, the system now allows the sales person to quickly view what current books a school has for a particular subject, frontlists title, subjects and associated teachers within the school all within the one screen. It also allows the sales person to request a sample to be sent to the teachers, integrating with Navision and the warehouse to do so. The system also allows for sales forecasting by the sales person so that management can report on expected results before the school issues their booklists.

Solution: CRM | Industry: Education 

University College Cork uses Dynamics 365 Online, together with a customised instance of Adxstudio Portal to deliver an online course application portal, and back-office course application management system.

The Programme Applications Engine (PAE) allows UCC administrators to configure the course catalogue as appropriate before accepting applications, and includes a high degree of configurability to ensure that courses with different structures and pre-requisites across multiple application channels can be setup in the system and applied for online.

The PAE solution has provided a more streamlined programme applications process and has provided prospective students with a simple and standardised manner of applying for courses in the university.

Solution: CRM | Industry: Accounting 

Grant Thornton required a marketing solution that was integrated with their existing Dynamics 365 Online system. They engaged with Codec to deploy Click Dimensions to their Dynamics 365 system and to map their existing marketing processes to the new solution.

Training was provided to the Grant Thornton marketing teams so that they could become self-sufficient allowing them to create their own marketing campaigns and integrated web forms.

Grant Thornton are now using this solution to streamline lead generation and nurturing, and to advertise and run regular marketing events.

Solution: CRM | Industry: International Trade and Development

In an effort to ramp up membership, American Chamber of Commerce desired an interactive platform capable of expanding American Chamber of Commerce’s reach to attract new members, but also one that would help foster existing relationships and improve retention. The company also sought to centralise membership information and improve event management efficiencies.

The American Chamber of Commerce and Codec identified a requirement for a Customer Relationship Management Solution which incorporated, Enhanced Member Portal, Member Directory, Management Dashboard, an event management system and an email marketing solution.

An Azure hosted web portal was developed to integrate with the Dynamics 365 instance. The layout and user experience is similar to the new American Chamber of Commerce website. The portal is accessed via a link located on the top-right side of the new American Chamber of Commerce website.

Solution: CRM | Industry: Law Practice

McCann Fitzgerald (Ireland’s largest law firm) required a CRM solution for Contact Management & Sales Pipeline Management. They looked closely at Dynamics (via Codec), an internal solution and Salesforce. Over a period of weeks Codec carried out a series of demonstrations and workshops resulting in a proof of concept carried out at Codec’s expense.

McCann decided that Dynamics 365 for CRM was the best fit for their needs and they also decided that Codec should be their implementation partner. Codec subsequently invited McCann Fitzgerald to a Microsoft Relationship Sales event in Microsoft and soon after they decided to purchase 10 Microsoft Relationship Sales licences – the first in Ireland.

Solution: CRM | Industry: Banking

Codec was invited along with 10 international vendors to respond to a RFP for a CRM implementation partner. This tender was open to Oracle, Salesforce and Dynamics 365 Partners. Codec was the only indigenous Irish company invited to respond to this tender. This is a very large cloud deployment of Dynamics 365 for CRM for 1,000+ users with scope to increase that number of licences significantly in future phases. AIB will also implement Microsoft Relationship Sales, Azure and Power BI as part of this project roll out.

AIB made it very clear that our knowledge of the Dynamics 365 product was far superior to all others demonstration provided. This in-depth knowledge and the impeccable way in which we delivered our presentation and demonstration allowed AIB to select Dynamics 365 and Codec as their preferred product and partner respectively.

The solution has driven harmonisation and process efficiencies in AIB, increased compliance, governance and reduced risk. It has also enhance financial and management reporting capabilities.

Solution: CRM | Industry: Government Administration 

Codec has been awarded project from the Department of Foreign Affairs (Ireland) for the world-wide implementation of a Contact, Event, Campaign and Grants Management solution. The Department includes a staffing complement of approximately 1,800 people working across 80 diplomatic and consular offices abroad (referred to as Missions), and ten Headquarter (HQ) locations on the island of Ireland.

This project was won against competition from Sugar CRM who have been very actively chasing CRM projects in the Public Sector. This is a 1,800 user deployment based on Dynamics 365 subscription pricing.

Solution: CRM | Industry: Research

Teagasc wanted to replace an older system that was no longer fit for purpose. This system managed their clients, and also any client interaction which included the management of a diary system for the Teagasc Client Reps.

CRM gives them a more modern solution meeting all of their requirements. Codec also developed a custom diary manager for them, which is essentially a personalised Outlook calendar for Teagasc appointments, and will make it much easier for them in future to manage their scheduling.

There were also a lot of integrations between Codec and Capita (who are managing the financial system in Teagasc). These integrations necessitated extensive communication between the two companies and is almost complete. Go-live is around February 2019, and the project is currently on schedule.

Solution: CRM | Industry: Government Administration 

The solution designed by Codec for the Office of Government Procurement consisted of three main pillars, Case management – for managing requests and requirements from their customers, OGP’s internal Project management – for moving the requirements, along with the related entities, through all the steps required using the Business Process Flow in Dynamics 365 and custom approval workflow – for allowing the projects to move forward and assigning to teams responsible to specific tasks

With the Dynamics 365 implementation, OGP now has a more automated and secure process for their internal project processes and approvals. The design also allows OGP to have more control on the status of their projects with the Business Process Flow feature helping to generate more accurate report.