Customer Success: Equality Asset Management

Microsoft Dynamics 365 for Customer Engagement & SharePoint Implementation

CloudFronts helped Equality Asset Management to upgrade Microsoft Dynamics 365 for Customer Engagement and integrate SharePoint for document management to increase their operational efficiency.

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Equality Asset Management - A Financial Service Company

About Equality Asset Management:

Equality Asset Management is a private equity firm founded by Thomas S. Roberts whose mission is to help build exceptional companies for the long term while offering investors innovative fee structures.
For more info, visit www.equalityassetmanagement.com

Business Requirement:

Equality Asset Management team wanted to build a best in class way for organizing, sharing and storing information on prospective and portfolio companies it works with.

There was a critical need to have a single business platform with a unified mechanism forcollecting, organizing and tagging documents obtained from the initial discovery of a company through prospecting, diligence and portfolio company management cycles. And, they needed to have a seamless and secure integration between their Dynamics365 CRM and SharePoint file stores.

Solution Delivered:

The CloudFronts Team addressed the business challenges by first streamlining the process of document management.

The Equality team was already using classic Dynamics 365 CRM interface. This interface was quite complex and needed a more intuitive user experience. There was a need to revamp the existing platform to remove unnecessary UI elements and to improve the ease of performing and tracking key activities. First, the CloudFronts Team moved Equality to the Unified Interface which enabled its compatibility across all devices, including iPads and mobile phones. During the whole process from company identification to closing a deal, the relevant files will noweasily bestored and organizedsecurely in SharePoint. The above solution streamlined and re-organized the process of document management & avoided manual work and lack of standardization associated with manually managing documents and creating folders for each prospective company.

Report Scheduling and SharePoint Integration:

Equality had a need to send regularly scheduled, custom pipeline updates to its senior leaders. CloudFronts leveraged Dynamics 365 Customer Engagement and enabled this capability without the need to purchase and deploy additional third party applications or services.

“Equality had a need to send regularly scheduled, custom pipeline updates to its senior leaders. CloudFronts leveraged Dynamics 365 Customer Engagement and enabled this capability without the need to purchase and deploy additional third party applications or services.”

Key Features:

Key Technologies:

Key Technologies:

  • Microsoft Dynamics 365 for Customer Engagement
  • SharePoint Online

Post Go Live:

Post Go Live:

Post-Go-live, Equality Asset Management went live with the newly revamped platforms on 14 February 2019.

Because of the newly introduced Unified Interface, the Equality team is now able to access and experience the same functionalitiesfrom mobile and tablet which has increased their working efficiency.
The SharePoint Integration has enabled the Equality Asset Management team to automate their pipeline data management by generating weekly reports without the need ofthird applications.

 

Why CloudFronts? CloudFronts is a Dynamics 365, Power BI and Azure focused Microsoft Certified Gold Partner. We help companies around the globe deploy their business processes on the Microsoft Dynamics 365 platform.

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