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KPMG LLP

Online Customer Engagement with Microsoft Dynamics 365

Microsoft Dynamics 365 Customer Engagement is a Microsoft cloud service offering Customer Relationship Management capabilities. It provides capabilities around Sales, Service, Communications and Marketing that help you engage with customers / citizens and streamline business processes. KPMG is a Microsoft Gold Partner, providing full lifecycle services for Dynamics 365.

Features

  • Design and implementation of Microsoft Dynamics 365 Customer Engagement CRM
  • Programme and project management, covering design, implementation and operation
  • Dynamics 365 Sales - core customer / citizen engagement
  • Dynamics 365 Customer Service - case management and omnichannel communications
  • Dynamics 365 Marketing – email, social, events, customer journey, automation
  • Dynamics 365 Field Service - scheduling, remote assist, IoT integration
  • Dynamics 365 Customer Insights - enriched single-view-of-the-customer from disparate sources
  • Integration with other Microsoft technologies and external line-of-business systems
  • Embedded AI/ML, Copilot, KPI management, reporting and integrated communications
  • Full Dynamics 365 lifecycle implementation: delivery, testing, training, service transition

Benefits

  • KPMG Microsoft Business Solutions numbers over 600 experienced, certified professionals
  • Leading practice, informed by KPMG methodologies, insights and governance
  • Certainty of outcome from a strategic global Microsoft Gold Partner
  • Deep understanding and experience of the UK public sector
  • Experienced with delivering Government Digital Service (GDS) compliant services
  • Expertise in delivering relationship management, process automation and citizen engagement
  • Fast Track: Microsoft FastTrack Partner for Dynamics 365 Customer Engagement
  • Knowledge and skill transfer to build internal capabilities
  • Post-implementation helpdesk support, managed service and ‘evergreening’ service
  • Programmes designed to accelerate time to value and maximise ROI

Pricing

£360 to £2,550 a unit a day

Service documents

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 PSopportunities@kpmg.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

3 0 0 5 0 5 4 1 6 0 8 0 9 0 2

Contact

KPMG LLP KPMG G-Cloud Team
Telephone: 02073111000
Email: PSopportunities@kpmg.co.uk

Planning

Planning service
Yes
How the planning service works
Working with our clients we use our proven methodology, underpinned by reporting tools and templates to plan the implementation of cloud solutions and to quickly launch the project. We use checkpoints to control transition, focusing on proving that predefined success criteria have been achieved. We identify key activities, risks and assumptions and build a joint plan.
Our planning services include requirements analysis, technical architecture, solution design, data migration, security and governance.
As part of the planning service we will also conduct a training needs analysis and look at technical skills and knowledge transfer to empower the customer with the end solution.
We will also plan for service transition, including where there is a KPMG managed service within the scope of the programme.
Planning service works with specific services
No

Training

Training service provided
Yes
How the training service works
KPMG has a proven 9 step training methodology that focuses on training strategy and approach, learning needs analysis, training design, development and pilot, training delivery, trainee/trainer assessment, evaluation, sustainability and links to capability frameworks and performance support and coaching.
Training can include train-the-trainer, end user training, super-user training, digital training materials and system administration / technical training.
Training is tied to specific services
No

Setup and migration

Setup or migration service available
Yes
How the setup or migration service works
Our approach starts with understanding the desired business outcomes and establishing a strong business benefits case and realisation plan. We work with clients to establish the optimum scope for cloud-based services, building roadmaps that balance key factors eg. cost, standard configuration vs customisation / bespoke, security requirements, modes of access and scalability.
We provide pre-migration technical assessment and detailed migration planning to help customers migration to the cloud or between cloud services.
We use a variety of techniques and technologies to execute migration, based on the specific needs, including tools and services from Microsoft.
Setup or migration service is for specific cloud services
No

Quality assurance and performance testing

Quality assurance and performance testing service
Yes
How the quality assurance and performance testing works
For each project, we work closely with our customer to implement a robust Quality Assurance approach which is essential to ensuring a high-quality solution, including:
A strong Quality Assurance (QA) plan: During the first stages of the project we will agree which deliverables needs to be reviewed, by who and when;
Clear roles and responsibilities: Our governance process assigns senior KPMG staff responsibility for the overall delivery of our work, ensuring high quality throughout. This typically involves a Partner as sponsor, Engagement Leader and Quality Assurance partner to provide additional review and challenge;
Risk and performance reporting: We will hold regular (typically weekly) progress meetings and provide written project updates to update on progress and issues/risks;
Managed services: We provide additional managed services to support ongoing QA support; this includes service level, continuous improvement, and service management for example ‘Break Fix’ incident management and resolution.
Performance testing of cloud platforms and services needs to be agreed / conducted in close co-ordination between the client and the Platform owner, allowing for any constraints imposed. KPMG can provide services to deliver, support and / or manage aspects of this test activity as per the agreed scope and test strategy for the project.

Security testing

Security services
No

Ongoing support

Ongoing support service
Yes
Types of service supported
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
How the support service works
Ongoing support is provided for all elements of Microsoft Dynamics 365 and Power Platform. Helpdesk support is provided as an additional service. This ranges from a full managed service, proactive support service or a reactive / break-fix service. See ‘user support’ below for more information.

Service scope

Service constraints
We will require reasonable access to key stakeholders.
We will require reasonable access to relevant documents and data.
We will agree cyber and physical security measures prior to commencement.
We will agree specific requirements for access to premises and client equipment prior to commencement.
We will agree access to client’s 3rd parties where required prior to commencement.

User support

Email or online ticketing support
Yes, at extra cost
Support response times
Helpdesk support is provided as an additional service. This ranges from a full managed service, proactive support service or a reactive / break-fix service.
Responses are in line with the defined Service Level Agreement (SLA) - please see below for details of the standard SLA based on standard working hours Monday to Friday, excluding public holidays
User can manage status and priority of support tickets
Yes
Online ticketing support accessibility
WCAG 2.1 AA or EN 301 549
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
No
Support levels
Support options range from a Full Managed Service (a customised service including incidents and minor enhancements, Evergreen services, data support and additional scope where required), Proactive Support (based on an agreed number of incidents categorised by priority and severity, dedicated team members, 3rd party management and change request delivery) and Break Fix / Reactive Support (based on a pool of hours across services, UK Service Delivery Management and an agreed response SLA).
Pricing is tailored to the needs of each customer.
Standard service levels are as follows:
Priority 1 – Critical - A critical part of the application is not available, many users are affected by the failure and cannot work. Response - More than 90% within 30 minutes.
Priority 2 – High - The application is experiencing some issues and some users are affected by the failure. Response - more than 90% within 2 hrs.
Priority 3 - The application is functioning but some areas are experiencing issues. Response more than 90% within one day.
Priority 4 - There are errors in the application not causing issues or downtime. Response more than 90% within one day.

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
BSI
ISO/IEC 27001 accreditation date
12/05/2022
What the ISO/IEC 27001 doesn’t cover
Any services falling outside the following scope: The protection of information in relation to the provision of professional services by KPMG LLP and its subsidiaries operating from the UK
ISO 28000:2007 certification
No
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Cyber essentials plus
Yes
Other security certifications
No

Social Value

Social Value

Social Value

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

Fighting climate change

We’ve committed to Net Zero 2030, backed by our environment strategy, aligned to the 1.5-degree pathway, and approved by the Science Based Targets Initiative. And introduced an internal carbon price. A self-imposed tax that’s applied to our energy use and business travel. Bringing the cost of our carbon emissions back to us to fund decarbonisation projects. Initiatives have inspired our staff and gained us a top 2% Carbon Disclosure Project (CDP) A Rating, Platinum EcoVadis medal and Environmental Management (ISO 14001) and Energy Management (ISO 50001) certification.
During contract delivery we will:

‒ Encourage our suppliers to report their carbon data to CDP, helping us to measure and encourage progress and remain on their Supplier Engagement Leader board. Reducing pollution through our supply chain.

‒ Facilitate a ‘fighting climate change’ 90-minute session and create a team charter to agree:

o Traveling SMART | Minimising travel for those involved in the contract and measuring and monitoring all contract related business travel and carbon emissions using our proprietary KPMG carbon tracker tool.

o Living sustainably at home | Managing home office equipment efficiently and avoiding printing.

o Adopting a ‘digital first’ approach | Using collaborative technologies for data storage/ sharing to maximise effectiveness and reduce email volume.

Reducing travel, power consumption, and paper usage to minimise emissions and support sustainable behaviours.

‒ Host a 60-minute sustainability impact modeller tool demonstration. Helping reduce your carbon footprint of cloud deployments using bespoke tooling to optimise implementation.

‒ Monitor, measure, and report commitments using the Social Value Portal. An evidence-based, data-driven tool, underpinned by the National Themes, Outcomes and Measures framework. It’s endorsed by the Local Government Association and compatible with all major ESG frameworks. Bringing rigour to commitments tracking and allowing you to flex and value the impact and hold us accountable.

Covid-19 recovery

The pandemic accelerated changes in the way we work, forcing us to adapt to ensure rapid recovery. Office space has been transformed for innovation, collaboration, and convening between our colleagues, clients, networks, and local communities.

Contract specific commitments:

‒ Leverage market-leading devices and hybrid working plans to allow teams to be outstanding in delivery empowered by agile working. Offering greater flexibility and choice during the working week, bringing together physical and virtual worlds.

‒ Welcome those who have not been able to join the workforce previously to play an active role e.g., those who couldn’t spend much time away from home due to caring commitments, those with great distances to travel to an office, or those with a disability which precludes travel. Creating a more diverse workforce.

‒ Host a 60-minute future of work session to share our latest thinking. Including, helping you to consider how innovative technologies can support some of the hardest aspects of change to achieve and sustain high performance and nurture creativity.

‒ Monitor, measure, and report commitments using the Social Value Portal. An evidence-based, data-driven tool, underpinned by the National Themes, Outcomes and Measures framework. It’s endorsed by the Local Government Association and compatible with all major ESG frameworks. Bringing rigour to commitments tracking and allowing you to flex and value the impact and hold us accountable.

Tackling economic inequality

Like you, we are committed to shaping an environment to narrow disparities, level the playing field, and create better growth opportunities for diverse businesses. During the delivery of the contract, we’ll tackle economic inequality through the following commitments:

‒ Adhere to inclusive recruitment and progression practices that follow the five foundational principles in the Good Work Plan (satisfaction, fair pay, participation and progression, wellbeing, and voice and autonomy). Increasing self-worth and motivation and improving retention and productivity.

‒ Provide access to KPMG’s Introduction to Python Coding 10-week course to your staff and suppliers. Successful participants will receive a Credly digital certificate. Strengthening logic and problem-solving skills and equipping future generations with the desired skills to make them a relevant asset.

‒ Extend the reach of our technology and engineering apprenticeships by partnering with local authorities and charities. Generating additional paths to employment for people from lower socio-economic backgrounds and bolstering future skills in the UK. Practical work experience is gained while working towards professional qualifications/ accreditations and earning a salary.

‒ Create business opportunities for a range of local suppliers such as entrepreneurs and start-ups. By encouraging our 1,800 active suppliers to use local sourcing in their supply chain. For example, for our national catering contract we expect the supplier to source produce locally, supporting local producers and reducing food miles. Our sustainable procurement policy is supporting SMEs and VCSEs via various initiatives e.g. the prompt payment code.

‒ Monitor, measure, and report commitments using the Social Value Portal. An evidence-based, data-driven tool, underpinned by the National Themes, Outcomes and Measures framework. It’s endorsed by the Local Government Association and compatible with all major ESG frameworks. Bringing rigour to commitments tracking and allowing you to flex and value the impact and hold us accountable.

Equal opportunity

We aim to attract the best talent in the market, from all backgrounds at every stage of their career and empower them to reach their full potential. Our initiatives include establishing 16 diversity networks to support individuals and voluntarily publishing diversity pay gaps and action plans to close gaps. Improving progression for our historically underrepresented groups* and placing us in the Top 5 in the Social Mobility Employer Index since 2017.
* Bridge Group – KPMG progression gap analysis.

During the delivery of the contract, the following commitments will go further to level the playing field:

‒ Take a risk-based approach to policies, training, governance, and approvals to ensure human rights due diligence. Although our industry is not considered high-risk, risk can arise in our operations and supply-chain. Supporting your zero-tolerance approach to modern slavery.

‒ Invite your employees to join our Cross Company Allyship Programme. Matching mentees from ethnic minority groups with mentors from across KPMG and our client base. Creating diversity of thought, experience, providing career guidance, and building professional network and confidence.

‒ Provide employability support to people who have served with the armed forces. We’re signatories to the Armed Forces Covenant and holders of the Gold Defence Employers Recognition award. Providing successful career opportunities for those embarking on ‘civvy street.’

‒ Ensure the contract workforce are physical/ digital accessibility trained, recognising that not all disabilities are visible. Building an awareness of the policies and standards that enhance accessibility and productivity.

‒ Monitor, measure, and report commitments using the Social Value Portal. An evidence-based, data-driven tool, underpinned by the National Themes, Outcomes and Measures framework. It’s endorsed by the Local Government Association and compatible with all major ESG frameworks. Bringing rigour to commitments tracking and allowing you to flex and value the impact and hold us accountable.

Wellbeing

Our wellbeing strategy has been shaped by listening to our people and working with specialists. Focusing on the areas where we can have the biggest positive impact. During contract delivery, we will support wellbeing with the following commitments:

‒ Provide the contact workforce with a rich, innovative suite of specialist information, advice, services, and treatment – supplemented with focused initiatives. Shaped by listening to our people and working with specialists. Using clinical, organisational, and positive psychology to empower individuals by providing the right care, at the right time. And allowing them to be at their best.

‒ Facilitate a 90-minute wellbeing workshop for the contract workforce, using our bespoke Wellbeing EDGE tool to create a wellbeing charter. Identifying team member “non negotiables,” creating an inclusive environment, and agreeing our collective approach to maximise team wellbeing.

‒ Facilitate monthly constructive health and wellbeing check-ins using Wellbeing EDGE and a wellbeing survey to measure the success of our approach and identify additional support required. Understanding how the team can be effectively supported through emerging challenges. Ensuring the workforce witnesses our commitment to continuous improvement, including feedback being incorporated and acted on. Thus, empowering them to continue to speak up.

‒ Appoint a dedicated accredited Wellbeing Ambassador, with a passion for wellbeing, to challenge mental health stigma and begin empathetic conversations with team members. Building, embedding, and maintaining a sustainable wellbeing approach and giving visible support to those struggling mentally or physically.

‒ Monitor, measure, and report commitments using the Social Value Portal. An evidence-based, data-driven tool, underpinned by the National Themes, Outcomes and Measures framework. It’s endorsed by the Local Government Association and compatible with all major ESG frameworks. Bringing rigour to commitments tracking and allowing you to flex and value the impact and hold us accountable.

Pricing

Price
£360 to £2,550 a unit a day
Discount for educational organisations
No

Service documents

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 PSopportunities@kpmg.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.