Smartstatz

Case Studies

Microsoft Dynamics CRM on-premise CRM Support and enhancements

Company Overview

The company is one of India’s leading non-banking finance companies with over 1, 384 offices and reaches out to customers spread over 3,80,000 villages and 7,000 towns. Focused on the rural and semi-urban sectors, the Company has over 8.4 million customers and an AUM of over USD 11 Billion. In addition to vehicle and tractor financing the company also offers other
products like Fixed Deposits and SME Loans.

Client Requirement

The client was D365 CE On-premise across the verticals listed below and was looking for Production support and enhancement services.

  • Vehicle Financing
  • SME Financing
  • Leasing
  • Personal Loans
  • Insurance Broking*
  • Mutual Fund Schemes*
  • Investments
Solution Environment

Microsoft Dynamics 365 Customer Engagement on-premise

Team Size
  • 10
Project Summary

While the L1 support was done in-house, L2 and L3 support was provided by the Smartstatz team. Production support and Enhancement activities included the following:

  • Support issues reported by L1 were handled by L2. In case Development related changes were required, the L3 team was involved
  • New Change Requests received were documented by Smartstatz BA and once the BRD was approved by the client, then our development team and the changes and implemented these in the UAT environment. After UAT sign-off, these were moved to production
Benefits
  • Enhanced stakeholder experience due to an intuitive UI and processes.
  • Lower time to value as new changes can be incorporated in a shorter time span.
  • Seamless integration with external and other internal applications.

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