Infinity Group

UNITE: CRM Solution Audit

UNITE: CRM Solution Audit_ is for IT Directors looking to reduce risk and increase ROI. It identifies issues with your current Microsoft Dynamics Customer Engagement / CRM system and recommends improvements to align with business goals.

Features

• Audit Insights: Optimise your CRM investment with actionable recommendations
• Optimised Architecture: Ensure system design meets specific business needs
• Secure Controls: Properly configured security and access management
• Effective Data Handling: Integration and management across systems and apps
• Customisation Check: Assess workflows supporting business requirements
• Performance Evaluation: Identify bottlenecks impacting usability and efficiency
• User Adoption: Maximise system utilisation through training and resources
• Regulatory Alignment: Compliance with standards like GDPR

Benefits

• Audit Insights: Optimise your CRM investment with actionable recommendations
• Optimised Architecture: Ensure system design meets specific business needs
• Secure Controls: Properly configured security and access management
• Effective Data Handling: Integration and management across systems and apps
• Customisation Check: Assess workflows supporting business requirements
• Performance Evaluation: Identify bottlenecks impacting usability and efficiency
• User Adoption: Maximise system utilisation through training and resources
• Regulatory Alignment: Compliance with standards like GDPR

£7,995 a unit

• Education pricing available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at bidmanagement@infinitygroup.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

194693894986327

Contact

Bid Management
03301913473
bidmanagement@infinitygroup.co.uk

Planning

• Planning service: Yes
• How the planning service works: As part of the output of this workshop, we provide recommendations for improvements in a buyer's current solution.
• Planning service works with specific services: Yes
• Hosting or software services the planning service works with:
  • Microsoft Azure
  • Microsoft Dynamics 365

Training

• Training service provided: No

Setup and migration

• Setup or migration service available: No

Quality assurance and performance testing

• Quality assurance and performance testing service: Yes
• How the quality assurance and performance testing works: The comprehensive UNITE: CRM Solution Audit_ will focus on all the important elements including:; ; • Environments; • Business Process Flows; • Functionality of forms, views and dashboards; • Licencing; • Security; • Data Management; • Storage and data use; • Application Lifecycle Management; ; The Solution Audit output document will include the following sections:; ; 1. Playback meeting in order to present our findings from the sections listed above; 2. High-level findings / pain points / challenges; 3. List of recommendations with high-level effort estimates to address immediate pain points across functional, technical and security; 4. Recommended ALM ; 5. Licensing recommendations (D365 and M365); 6. Short / Medium / Long term roadmap matching buyer strategy; 7. Playback of key stakeholder groups; 8. Analysis of solution configuration; 9. Best practice observations and recommendations; 10. A potential timeline/plan; 11. Costings; 12. Outline of our Managed Services offering (including costings)

Security testing

• Security services: Yes
• Security services type:
  • Security audit services
  • Other
• Other security services:
  • Cyber Essentials including gap analysis
  • Cybersecurity Workshop
  • Explore E5 Security Workshop

Ongoing support

• Ongoing support service: Yes
• Types of service supported:
  • Buyer hosting or software
  • Hosting or software provided by your organisation
• How the support service works: We don’t provide support as part of this product, but we can provide a Microsoft 365 focused UNITE: Advanced Support as well as a Microsoft Dynamics 365 focused support service called UNITE: D365 Managed. The latter covers Microsoft 365 Business Central, Dynamics 365, Azure.; We provide 1st, 2nd and 3rd level remote technical support from 7am to 7pm, Monday to Friday.

Service scope

• Service constraints: As part of this product we won't analyse the effectiveness of 3rd party services

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: We provide 1st, 2nd and 3rd level remote technical support from 7am to 7pm, Monday to Friday.; Priority 1 - Immediate telephone response, 1st response within 10 minutes; Priority 2 - Immediate telephone response, 1st response within 1 business hour; Priority 3 - Immediate telephone response, 1st response within 4 business hours; Priority 4 - Immediate telephone response, 1st response within 8 business hours
• User can manage status and priority of support tickets: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Support levels: Not as part of this product, but separately we offer a Microsoft Dynamics 365 focused support product called UNITE: D365 Managed where we provide the following:; First Line Support: In managed IT outsourcing, first line support handles basic customer queries and common technical issues, acting as the initial point of contact.; Second Line Support: Second line support tackles more complex technical issues that first line support couldn't resolve, requiring a deeper level of technical expertise; Third Line Support: Third line support manages high-level, complex issues, often collaborating directly with software or hardware vendors to find solutions.

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Developed Vetting (DV)

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: British Assessment Bureau
• ISO/IEC 27001 accreditation date: 08/03/2024
• What the ISO/IEC 27001 doesn’t cover: Please see all the security related certificates as part of this application which are not covered by our ISO/IEC 27001 certification
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: No
• Other security certifications: Yes
• Any other security certifications:
  • IASME Cyber Assurance Level One
  • ISO 14001: 2015
  • ISO 9001: 2015
  • Data Protection Registration Certificate

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Infinity Group is fully committed to fighting climate change, including sustainability and UK net zero carbon strategy. All Directors, management and employees are responsible for adhering to our Environmental Policy, ensuring consideration is given to environmental issues and our aim of net zero carbon throughout our day-to-day working activities. ; ; Measures taken to reduce our carbon emissions and fight climate change include: ; ; ISO 14001 - fully committed to implementing and maintaining an environmental management system in compliance with ISO 14001. Adhering to this standard minimises our environmental footprint, achieves the company environmental objectives and ensures compliance with relevant legal requirements. ; BCORP certification - committed to achieving BCORP certification by end of financial year 2024. ; Cloud solutions and Software as a Service (SaaS) - Infinity Group only delivers cloud and SaaS solutions. ; Partnering with Microsoft - Our primary partner, Microsoft, is committed to net zero, operating as carbon-neutral since 2012 and a commitment to be carbon-negative by 2030. Further, Microsoft has launched the Microsoft Cloud for Sustainability, a SaaS solution leveraging the Sustainability Common Data Model to help organisations measure, manage, and reduce carbon emissions. Infinity Group has employees awarded the Microsoft Cloud for Sustainability Certification. ; Electric Car Scheme - Infinity Group recently implemented a salary sacrifice electric car scheme. ; Minimum Waste Policy - We promote this policy by taking care during our normal duties to avoid unnecessary or extravagant use of services, time and energy. ; Cloud-first solutions - we promote a policy of Cloud-first solutions. ; Implementation with environmental considerations - In initial phases of implementation, face-to-face meetings are essential in ensuring the relationship is developed with the joint team of client and Infinity. As the implementation advances, we utilise Teams if preferred by the client and provided there is no impact on the successful delivery of the project.

  Covid-19 recovery

  Infinity Group is steadfast in its commitment to aiding the UK’s recovery from the COVID-19 pandemic. We urge our customers, suppliers, and other stakeholders to join us in these efforts. Here are some examples of our initiatives:; 1. Flexible Work Arrangements: To limit the virus’s spread during the pandemic’s peak and support work-life balance post-pandemic, Infinity provides flexible work options, including remote working and flexible hours.; 2. Support for Local Businesses: We strive to support local businesses adversely affected by the pandemic. In addition, we actively contribute to the local community near our head office in Tunbridge Wells, Kent, by partnering with various local charities and community organisations. We offer complimentary IT services and highly discounted IT, Telecoms, and software products.; 3. Adherence to Safe Practices: We persistently enforce safety measures, such as regular sanitisation within our premises, to ensure a safe working environment.; 4. Investment in Digital Transformation: We assist companies in expediting their digital transformation efforts, fostering a resilient business model capable of withstanding future crises. Our customers support this initiative by embracing these digital changes.; 5. Charitable Contributions and Volunteering: Infinity and our employees regularly donate to relevant causes and organise volunteering initiatives. We welcome our customers to participate in these initiatives or contribute to these causes independently.; 6. Promotion of Mental Health: Recognising the significant impact of the pandemic on mental health, Infinity provides free mental health support to our employees.; 7. Assistance for Job Seekers: Infinity offers apprenticeship schemes for those interested in pursuing a career in IT.; By implementing these measures, Infinity Group continues to play a pivotal role in the UK’s recovery from the COVID-19 pandemic.

  Tackling economic inequality

  Economic inequality is a pressing concern in the UK. At Infinity, we are committed to playing a pivotal role in mitigating this issue. We invite our customers, suppliers, and other stakeholders to join us in this endeavour. Here are some ways Infinity contributes:; 1. Fair Wages and Benefits: We ensure our employees receive fair wages, supplemented with comprehensive benefits such as unlimited holiday, private healthcare, and pension contributions. We also provide avenues for career advancement. These measures help alleviate income disparity and enhance our employees quality of life.; 2. Supporting Local and Small Businesses: We are dedicated to supporting local and small businesses. Our active contributions to the local community around our head office in Tunbridge Wells, Kent, include partnerships with various local charities and community organisations. We provide complimentary IT services and offer significant discounts on IT, Telecoms, and software products.; 3. Inclusive Recruitment: We uphold inclusive recruitment practices, creating opportunities for individuals from diverse backgrounds.; 4. Ethical Business Practices: We choose to collaborate with ethical businesses. We refrain from associating with companies in the gambling industry or those that exploit economic inequality.; 5. Charitable Contributions and Volunteering: We actively support and donate to charities. We provide all staff with volunteering days, which can be utilised to assist charities combating economic inequality.; ; Through these initiatives, Infinity aims to make a meaningful contribution towards reducing economic inequality in the UK.

  Equal opportunity

  Our vision is for Infinity Group to be a successful, caring and welcoming place for staff and clients. We create a supportive and inclusive environment where our staff can reach their full potential without prejudice or discrimination. We are committed to a culture where respect and understanding is fostered and the diversity of people's backgrounds and circumstances is positively valued.; Our Equal Opportunity and Diversity Policy sets out how Infinity Group promotes diversity at every stage of the employee lifecycle and how it ensures that employees are treated fairly and equally.; We aim to achieve equality by removing any potential discrimination in the way that potential applicant, employees and workers are treated by the company, including:; · people with disabilities; · people of different sexual orientations; · transgendered and transsexual people; · people of different races; · people on the grounds of their sex; · people of faith and of no faith; · people in relation to their age; · people in relation to their social class or medical condition; · people who work part-time; · people who are married or in a civil partnership; · women who are pregnant, have recently given birth or are breastfeeding; We maintain a neutral working environment in which no employee or worker feels under threat or intimidated.; We maintain and review the employment records of all employees in order to monitor the progress of our Equal Opportunity and Diversity Policy. We consider discrimination as unacceptable. Any behaviour that may be perceived as discriminatory, including bullying, harassment or victimisation, or shown to go against the intent and spirit of this policy, will lead to disciplinary proceedings and, if appropriate, disciplinary action.

  Wellbeing

  Our vision is for Infinity Group to be a successful, caring and welcoming place, prioritising the wellbeing of staff and clients.; Infinity prioritises staff wellbeing through a number of strategies and activities including:; • Flexible Working – as client projects allow, staff can choose to work from home, an Infinity office or from client offices, during hours suited to their circumstances.; • Unlimited Holiday – staff take advantage of unlimited holiday provided no impact to customer project. All staff must take statutory minimum holiday.; • Shared Values – Infinity Group follows core values within our business and encourage staff and contractors to adopt these values. We strive to work with companies who share a similar values structure. These values are:; o Empathy - We value kindness, compassion and working together to create a supportive, inclusive atmosphere.; o Creativity - Our creativity drives innovation, achieves sustainability, and helps us do more with less.; o Ambition - We encourage a thirst for learning, pursuit of mastery and the drive to amaze our clients.; o Authenticity - We celebrate diversity, encourage inclusivity, and always do the right thing for each other and our clients.; o Confidence - Confident people aren’t afraid to fail, and they take pride in making others look great.; • Share Option Scheme – all staff are eligible for the scheme.; • Quarterly Companywide Events – including a Spring Social, Family Day, and Awards.; • Learning and Development – Employees are encouraged to continue professional development with Microsoft certifications and relevant training.; • Clear Career Pathways – Career progression within Infinity is encouraged, as confirmed in our staff retention rate which is higher than the industry national average.; • Charitable Workdays – Each member of staff is allowed time away from work to volunteer for a charity of their choice.

Pricing

• Price: £7,995 a unit
• Discount for educational organisations: Yes

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at bidmanagement@infinitygroup.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.