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PPF BANKA

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Analysis of the CRM upgrade of PPF Banka with a focus on customer experience.

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CRM upgrade analysis with focus on UX and secure migration.

Microsoft Dynamics 365 Sales

Initial situation / Challenge

PPF Bank needed to assess the migration of the existing Dynamics 365 CRM to a newer version. The key was to evaluate risks, compatibility and impacts on business and service processes while meeting stringent regulatory requirements.

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360°

Overview of technical and business impacts in key CRM areas.

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Ours solution

Blue Dynamic delivered detailed upgrade analysis covering current CRM settings, data model, integrations and adjustments. The output included technical and functional recommendations, migration scenarios, risk assessments, and a clear roadmap to upgrade Dynamics 365 CRM.

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One clear upgrade roadmap.

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Prolonged readiness for future CRM evolution.

Results/ Benefits

A clear overview of the state of CRM and its limits for further development.

Defined upgrade strategy with minimal risk to operations.

Identification of rapid benefits and areas for improvement in trade and service.

A solid foundation for deciding on the next phase of Dynamics 365 CRM development.

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Czech Republic
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Blue Dynamic, s.r.o.
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