Agilisys Ltd

Microsoft Dynamics (MSD) 365 (CRM) Upgrade and Migration Services

Discover the best approach to upgrading your existing Dynamics solution with our upgrade assessment. Our end-to-end upgrade service will smoothly migrate your old system to the latest Dynamics version with either an on-premise or cloud to cloud strategy and approach that will improve customer and user experience.

Features

• Choice of Technical upgrade or Transformational upgrade paths and roadmaps
• Structured and thorough program of review of the current system.
• Audit of current environments, data, users and security roles.
• Audit of current configuration and customised solution components.
• Assessment of Cloud readiness and technical upgrade route options.
• Recommended upgrade approach and strategy within business and technical context
• Upgrade schedule designed with a focus on continuity of service
• User and data migration approach and management.
• Agile, waterfall or hybrid project delivery aligned with Prince 2
• Go live support and training packages.

Benefits

• Reduce upgrade risk with early upgrade issue identification.
• Understand the upgrade process and its implications.
• Concise feedback and holistic upgrade options
• Identify opportunities to enhance services with new capabilities.
• Qualify upgrade/migration in terms of cost, time, benefits and risks
• Flexible project approaches adapt to your constraints and priorities.
• Leverage new features to simplify your system.
• Design and solution implementation with Integrity.
• You choose the balance technical change and transformation change.
• Partner with an experienced, passionate local government implementation team.

£726 to £2,070 a unit a day

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 info@agilisys.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

328710655229073

Contact

Gemma Teagle
07792 169644
info@agilisys.co.uk

Planning

• Planning service: Yes
• How the planning service works: Agilisys provide a full range of solution lifecycle services for the implementation, upgrade, migration and support of Microsoft cloud based solutions including project approach, methodology, planning and governance.; Please refer to the associated Service Definition for further details.
• Planning service works with specific services: Yes
• Hosting or software services the planning service works with:
  • Microsoft Dynamics 365 Customer Engagement, Customer Service, Dynamics CRM
  • Dynamics 365 for Marketing and Customer Insights
  • Dynamics 365 for Field Service
  • Azure Integration Services: Logic Apps, Service Bus + BizTalk
  • Microsoft Power Platform, Power Apps, Power Automate, Power Virtual Agents
  • Security Services: Azure AD, AD B2C and Ping Identity
  • Azure Analysis Services, Power BI, SQL Data Warehouse, Cognitive Services
  • Agilisys Public Sector Platform

Training

• Training service provided: Yes
• How the training service works: As part of an upgrade or migration, we can provide a range of training services tailored to customer specific requirements and to the cloud service. Depending on the requirements, training services can include:; - Project Team training; - End User; - Train the Trainer; - Systems administration; - Skills Transfer; - Technical and Development; Please refer to the associated Service Definition for further details.
• Training is tied to specific services: Yes
• Services the training service works with:
  • Microsoft Dynamics 365 Customer Engagement, Customer Service, Dynamics CRM
  • Dynamics 365 for Marketing and Customer Insights
  • Dynamics 365 for Field Service
  • Azure Integration Services: Logic Apps, Service Bus + BizTalk
  • Microsoft Power Platform, Power Apps, Power Automate, Power Virtual Agents
  • Security Services: Azure AD, AD B2C and Ping Identity
  • Azure Analysis Services, Power BI, SQL Data Warehouse, Cognitive Services
  • Agilisys Public Sector Platform

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: Agilisys provide a range of services to help organisations upgrade or migrate to Microsoft cloud based services either from on-premise solutions or from other cloud based services. Each upgrade and migration is planned and executed using a standard project approach, methodology and governance.; Please refer to the associated Service Definition for further details.
• Setup or migration service is for specific cloud services: Yes
• List of supported services:
  • Microsoft Dynamics 365 Customer Engagement, Customer Service, Dynamics CRM
  • Microsoft Azure ServicesDynamics 365 for Marketing and Customer Insights
  • Dynamics 365 for Field Service
  • Azure Integration Services: Logic Apps, Service Bus + BizTalk
  • Microsoft Power Platform, Power Apps, Power Automate, Power Virtual Agents
  • Security Services: Azure AD, AD B2C and Ping Identity
  • Azure Analysis Services, Power BI, SQL Data Warehouse, Cognitive Services
  • Agilisys Public Sector Platform

Quality assurance and performance testing

• Quality assurance and performance testing service: Yes
• How the quality assurance and performance testing works: Agilisys full solution life cycle services incorporates quality assurance in all engagements including upgrades, migrations, implementations and support. Performance testing can also be included, if required.

Security testing

• Security services: No

Ongoing support

• Ongoing support service: Yes
• Types of service supported: Hosting or software provided by a third-party organisation
• How the support service works: As part of an implementation, Agilisys can provide a range of transition and support services for Microsoft Dynamics 365 and other Microsoft cloud services including:; - 1st, 2nd and 3rd line support plus fully managed service; - Incident, problem, change and service delivery management.; Please refer to the associated Service Definition for further details.

Service scope

• Service constraints: No service constraints.

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: As part of an upgrade or migration service, Agilisys can provide support 9am – 5:30pm, Monday to Friday, excluding bank holidays. Responses are based on severity:; P1 - 1 hour response; P2 - 2 hours response; P3 - 8 hours response; P4 - 8 hours response; Additional service hours, including 24x7x365, are available on request.
• User can manage status and priority of support tickets: No
• Phone support: No
• Web chat support: No
• Support levels: As part of an implementation and service transition, Agilisys can provide third line support during normal service hours of 9am – 5:30pm, Monday to Friday, excluding bank holidays (Normal Service Hours). Responses and resolutions are based on severity:; P1 - 1 hour first response - 8 hours resolution; P2 - 2 hours first response - 16 hours resolution; P3 - 8 hours first response - 10 working days resolution; P4 - 8 hours first response - 20 working days resolution; Additional services, including 24x7x365 coverage, are available on request; Please refer to the associated Service Definition for further details.

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Up to Security Clearance (SC)

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: LRQA
• ISO/IEC 27001 accreditation date: 11/03/2024
• What the ISO/IEC 27001 doesn’t cover: The scope of this approval is applicable to:; ; The Information Security Management System of Agilisys Ltd, including business support services, contracted Managed IT Services and Cloud Services delivered to our clients in accordance with Statement of Applicability
• 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

  Agilisys’ Environmental Management System is ISO140001:2015 certified, we understand the critical importance of addressing climate change and have committed to reducing our own carbon footprint while helping our customers to reduce theirs. Through our current initiatives, we have already reduced our GHG emissions by ~13% from our initial baseline, set in FY2021/22. In tackling climate change, we have both client facing and internal objectives to lessen Agilisys’ impact on the environment. Our client focussed objectives include - Providing timely Emissions information; Ensuring that all clients are informed of their GHG emissions on a regular basis as part of standard service reporting; Provide advice and guidance on reducing emissions; Provide information of optimising and efficient utilisation of services to reduce GHG emissions. Our internal objectives have been set to address the mix of emissions that we have across all three scopes and are summarised as - Improving awareness - Ensuring that all employees are informed about Agilisys' net-zero targets, environmental policies, principles, and procedures; Reducing business mileage - business mileage should be within 10% of the 71,611 miles travelled in 2022-23 now that COVID restrictions have been fully lifted; Improved Baselining - We're improving our data collection to create a thorough baseline for tracking all emissions, including non-mandatory aspects. Agilisys is committed to sustainability, through baselining, targeted emission reduction initiatives, and transparent reporting practices and we are continually improving our Environmental Management System. This benefits our clients through - Demonstrable Environmental Impact - our approach ensures a demonstrable reduction in environmental impact through rigorous baseline measurement and optimisation initiatives; A responsible track record - Our EMS is ISO14001:2015 certified and has already delivered a ~13% reduction in tCO2e and our reporting and management are being continually improved; Transparent Reporting - We publish environmental reporting annually, measuring ourselves against our environmental commitments.

  Covid-19 recovery

  Agilisys’ passion and commitment to supporting the recovery from COVID-19 is demonstrated by our co-founder, Manoj Badale, holding a role as Commissioner of the COVID Recovery Commission. The following examples evidence the scale of our commitments and proven approach and ability to deliver exceptional outcomes with our customers: North Lanarkshire Council – Agilisys has designed and developed a series of online modules, in playbook format, to be used by senior phase pupils and modern apprentices. The modules are designed to increase young people’s awareness, motivation, resilience and persistence and include activities and practical exercises to assist them in writing a personal statement or CV, preparing for interview and ultimately tips to help them adjust to the workplace. Helping Hands – In response to the pandemic, Agilisys designed and built a contact management solution that is designed to track both outreach contacts with vulnerable people and identify their specific needs. This solution was deployed on an ’at cost’ basis to thirteen authorities in 2020. Agilisys understands the profound consequences that COVID-19 has had on communities across the UK and has a deep understanding of how to make a positive impact to help stimulate recovery across key areas. Agilisys is operating in the highest growth sector in the UK economy. As a technology and Digital transformation company, we continue to work with our customers in successfully building Digital Skills within communities across the UK. For this reason, we believe Digital Skills is the best and most effective way for us to deliver best value and tangible benefits. In developing the focus of our social value offer we have concentrated on the creation of employment opportunities and the enablement activities of sponsoring and supporting re-training of young people – one of the most impacted generations of our community impacted by COVID-19.

  Tackling economic inequality

  We recognise the problem of workplace inequality and its pernicious impact. Agilisys is committed to ethical behaviour, transparency, and accountability, ensuring trust with clients and partners as part of our core value of Integrity. We are committed to fair working practices for workers in our sphere of influence, including everyone engaged in the delivery of our services. Our approach to tackling workforce inequality is multifaceted, integrating ethical considerations, compliance measures, and committing to fair working practices. We believe that being inclusive is fundamental to project and service delivery, and fair practices are an essential component of workplace wellbeing. Our Chief Executive Officer is responsible for compliance with our workforce inequality policy, which he also sponsors, this is reviewed annually. Under this policy, Agilisys has taken the following steps in relation to slavery and human trafficking: Expanding our whistleblowing policy to cover concerns about slavery or human trafficking; Ensuring practices for checking that all employees are paid at least the minimum wage and have the right to work in the UK; Updating template commercial agreements to include an obligation that suppliers will comply with the Modern Slavery Act, corresponding local legislation or, where no such legislation exists, the spirit of the Modern Slavery Act; Identifying and prioritising high-risk areas in the supply chain. Agilisys is committed to fair working practices for all, and takes rigorous steps at policy and operational levels to tackle workplace inequality. Ethical Framework - Our commitment to an ethical framework ensures the identification and mitigation of modern slavery and human trafficking risks. Legal Compliance - Our rigorous processes manage compliance with all applicable employment laws ensuring legally sound and responsible service delivery. Positive Outcomes - Our regular staff surveys show that our employees value Agilisys’ commitment to workplace equality and making the world a better place.

  Equal opportunity

  We have an active Diversity and Inclusion strategy with initiatives across Agilisys, ensuring that we are a truly welcoming place to work, actively promoting diversity and inclusion. Initiatives include: Reach Network - Agilisys is committed to consistently improving the level of ethnic diversity within the company. The company conducts itself with the following principles in mind: Zero tolerance of Racism and prejudice; Encourage education about racial inequalities; Support for staff is always available. Our Diversity & Inclusion committee drives the notion of a level playing field forward Agilisys has made diversity and inclusion central to its policies. Women in IT - Agilisys actively recruits and develops in-house female talent. Below are some of the initiatives implemented to address gender inequality: Work Shadowing to encourage girls to start their careers in technical roles. Partnering with ADA academy to hire female BAME and LGBTQ+ early tech talent. Embrace & Enable - This network aims to bring together members of the Agilisys community with a physical or mental impairment, developmental condition, or other condition covered by disability legislation in an informal and relaxed way. Through this network, we want to empower Agilisys to be more disability confident, leverage diversity of thought, and create a collaborative, supportive working space where our people can flourish, everyone feels comfortable and safe in the workplace. LGBTQ+ network- This network provides a platform to celebrate the LGBTQ+ community, to challenge prejudice, and to help shape Agilisys into a place where everyone feels safe and comfortable to be their true selves. People don’t need to identify as LGBTQ+ to be involved - the network is for anyone who has an interest in creating a support network, raising awareness, and keeping the business honest in providing equal opportunities as a diverse and inclusive place of work.

  Wellbeing

  Confidently Digital - Invest in new technology to improve people's health, lives and digital services; The rapid pace in the development of ‘Gen-Tech’ such as ChatGPT provides huge potential to improve people’s health, lives, and digital services. Examples of initiatives include: Development of software products that predict frailty amongst the elderly, enabling proactive intervention by Adult Services to help keep people living independently in their own homes for longer, delivering a better quality of life and reducing expenditure on care homes; Gen-Tech powered solutions that can propose optimized care packages for care workers to review/amend/approve, freeing up time to focus on interventions and driving better outcomes; Our RPA, Data and IoT capabilities can, we believe, support our clients in effectively harnessing the future digitally aspirational workforce, and enable deliver of better services at lower cost. Agilisys uses the following approach to ensure our Social Impact commitments on our contracts deliver significant value and maximum impact for the communities, staff, customers and patients that they are intended for. Step 1: Defining Outcomes is a process of agreeing the outcomes with our clients. Step 2: Is the process of agreeing the priorities and cycle of activities. Step 3: Involves a detailed schedule of stakeholder engagements to ensure we communicate and gain buy in to the Social Value Plan and where appropriate sponsors are in place to guide and lead the approach and communications in their localities. We have over 70 local authority partners across the UK. Step 4: Is the Implementation Phase. We will ensure that the plan is well resourced and clear governance is in place to maintain momentum and ensure decisions and activities are kept on track.

Pricing

• Price: £726 to £2,070 a unit a day
• Discount for educational organisations: No

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