About This Project

BVCA, a dynamic membership organisation within London were seeking to improve ROI on their Microsoft Dynamics CRM, achieve optimal staff buy in and improve CRM functionality and engagement. Documentti provided business analysis and CRM expertise consultancy.

We identified areas of improvement in terms of CRM functionality and integration to the organization web portal, found solutions to business and operational bottle necks using research and analysis techniques. We worked with the organisation to improve the current business processes and recognize the full potential of the existing systems in order to make them work in the most effective way.

Furthermore, we engaged effectively with staff to drive through change with a high level of emphasis in order to push the business forward. We employed the use of various methodologies including data flows, process mapping and re-engineering.