BAYTREE SOLUTIONS LTD

Microsoft Dynamics for Social Housing and Local Government

Design and implementation of Microsoft Dynamics (D365) for Social Housing resulting in business improvement/transformation, system rationalisation and extensive business insight. Offering our blue print designs specifically for the sector. Experience of delivering hybrid solutions making use of other specialist solutions and removing the need for legacy Housing Management solutions

Features

• Microsoft Dynamics 365, Power Platform & Portals
• Business Intelligence & PowerBI & Insight Platform
• Social Housing D365 blue print design without vendor lock-in
• Integration with core Housing solutions
• Integration with Microsoft Office 365
• Integration with text messaging services
• Microsoft Dynamics case management
• Process improvement through the use of Microsoft Dynamics
• Social Housing Experts

Benefits

• Affordable for small to medium organisations
• Configurable, flexible solutions to support your future needs
• Improves business insight to enable a proactive service offer
• Enables process improvement and business efficiency
• Provides evidence based solutions to support Regulatory & Ombudsman requirements
• Supports digital strategies and agile working
• Enables system rationalisation including off system working
• Blue print design reduces implementation timescales and costs
• Improves customer experience
• Social Housing experts, resulting in maximum value from projects

£5 to £80 a user a month

• Free trial available

Service documents

• Pricing document

  ODT

• Service definition document

  ODT

• Terms and conditions

  ODT

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 Dpowell@baytreesolutions.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

401472201469940

Contact

Donna Powell
03301338115
Dpowell@baytreesolutions.co.uk

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Hybrid cloud
• Service constraints: No
• System requirements: Microsoft Dynamics 365 Licensing

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Subject to agreement with client
• 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
• Onsite support: Yes, at extra cost
• Support levels: We can provide 24/7/365 incident management based on pre-agreed SLAs. ; A technical account manager can provide support where needed, engineering resources can be accessed 24/7/365 as required at additional cost
• Support available to third parties: No

Onboarding and offboarding

• Getting started: We take the time to listen to the client to understand the objectives and priorities of the project. From this we will support the client to develop an implementation roadmap to ensure the needs of the business are met. We will support the client with any stakeholder communications to obtain buy-in of the project. At the beginning of the project, we encourage face to face client meetings to kick start the project and build business relationships. Baytree can provide any level of support to the client, this can range from completely managing the implementation to providing more of a quality assurance support service. Baytree encourage knowledge transfer throughout the duration of the implementation and beyond. ; We provide a suit of project tools and templates to support the design, testing, training and implementation stage. Our teams can support or lead on business readiness activities including train the trainer or end user training which includes comprehensive training material. Upon implementation, we provide hyper-care support and knowledge transfer at a pace to suit our clients. Throughout the implementation we have the client, its employees, customers and suppliers in mind to provide a positive experience.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • ODF
  • PDF
  • Other
• Other documentation formats: Large print
• End-of-contract data extraction: The client does not need to extract data as a result of ending a contract with Baytree Solutions. The solution belongs to the client, therefore they have access to the data at all times. Should they look to retire Microsoft Dynamics, exports of data can be taken using the standard Microsoft approach.
• End-of-contract process: At the end of the implementation, a full handover will be completed with the client. The client can then make use of the products as they require. The client may contact Baytree Solutions should they have any additional support requirements. There is no vendor lock-in with our services and solutions.; ; The price within the contract includes the implementation of the Microsoft Dynamics solution, the data is owned solely by the client, Baytree Solutions reserve no rights to the data or the product.; ; Please see https://www.microsoft.com/en-us/trustcenter/privacy/you-own-your-data for more information

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The mobile experience is exactly the same, the page renders to suit the device
• Service interface: No
• User support accessibility: WCAG 2.1 AA or EN 301 549
• API: No
• Customisation available: Yes
• Description of customisation: Using standard Dynamics configuration tools the client can configure the solution as they require. The client should determine the users who will take responsibility for any configuration

Scaling

• Independence of resources: We carefully manage resource to ensure we can deliver to our client requirements. Each piece of work is measured in terms of effort and skillsets to ensure effective resource planning. We use resource planning tools to help us accurately manage and monitor utilisation. ; ; At Baytree Solutions we pride ourselves on the positive reputation we have built over the years, we understand the importance of delivering to our commitments, we have the ability to flex our resource where needed to deliver as promised

Analytics

• Service usage metrics: No

Resellers

• Supplier type: Not a reseller

Staff security

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

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Other
• Other data at rest protection approach: Baytree Solutions does not hold any data, all data is stored within Microsoft Dynamics 365 so therefore Microsofts standards apply as outlined in the following:; ; https://docs.microsoft.com/en-us/dynamics365/ai/customer-service-insights/data-location
• Data sanitisation process: Yes
• Data sanitisation type: Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Microsoft contractually commits to specific processes when a customer leaves a cloud service or the subscription expires. ; ; If you terminate a cloud subscription or it expires (except for free trials), Microsoft will store your customer data in a limited-function account for 90 days (the “retention period”) to give you time to extract the data or renew your subscription. During this period, Microsoft provides multiple notices, so you will be amply forewarned of the upcoming deletion of data.; After this 90-day retention period, Microsoft will disable the account and delete the customer data, including any cached or backup copies.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • Xlxs.
  • Microsoft Config Tools
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • Xlsx.
  • Microsoft config tool

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • TLS (version 1.2 or above)
  • Other
• Other protection between networks: Microsoft Dynamics requires TLS 1.2 however Baytree Solutions will not hold any client data on their network. All data will be uploaded to the clients cloud Dynamics solution directly.
• Data protection within supplier network:
  • TLS (version 1.2 or above)
  • Other
• Other protection within supplier network: We use Microsoft Cloud products to manage and store client data such as contact details and contract information. No other client data will be held by Baytree solutions.

Availability and resilience

• Guaranteed availability: The Microsoft Dynamics solutions is hosted by Microsoft therefore Baytree Solutions have no guarantee of availability. The standard Microsoft Dynamics SLA's apply as outlined:; https://docs.microsoft.com/en-us/office365/servicedescriptions/microsoft-dynamics-365-online-service-description
• Approach to resilience: The datacentre is owned solely by Microsoft, further information on their resilience can be found here:; https://docs.microsoft.com/en-us/microsoft-365/enterprise/ebcm-m365-service-resiliency?view=o365-worldwide; ; https://docs.microsoft.com/en-us/azure/architecture/resiliency/disaster-recovery-azure-applications
• Outage reporting: We can send email alerts however all clients will have access to the Microsoft Support Portal which will allow them to receive reports directly from Microsoft also.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
  • Other
• Other user authentication: Microsoft Dynamics uses Azure Active Directory for authentication. Further information can be found here:; ttps://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/security-; architecture
• Access restrictions in management interfaces and support channels: Role based access is granted to allow users access to perform their role. Microsoft provide tools to manage roles based access. Further information can be found here:; ; https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/role-based-security; ; Clients can configure their own access based on roles and risks. Further information can be found here:; ; https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/how-role-based-security-control-access-entities
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: Between 6 months and 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: Between 6 months and 12 months
• How long system logs are stored for: Between 6 months and 12 months

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: Schellman
• ISO/IEC 27001 accreditation date: 15/06/2020
• What the ISO/IEC 27001 doesn’t cover: As per the Microsoft Certification found in the Microsoft Service Trust Centre
• ISO 28000:2007 certification: Yes
• Who accredited the ISO 28000:2007: Schellman
• ISO 28000:2007 accreditation date: 15/06/20
• What the ISO 28000:2007 doesn’t cover: As outlined in Microsofts Certification found in the Microsoft Service Trust Centre
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: No
• Cyber essentials plus: No
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: https://www.microsoft.com/en-us/trustcenter/compliance/complianceofferings?product=Dynamics365; https://www.microsoft.com/en-us/trustcenter
• Information security policies and processes: https://download.microsoft.com/download/6/D/F/6DFD7614-BBCF-4572-A871-E446B8CF5D79/MSFT_cloud_architecture_security.pdf; ; http://download.microsoft.com/download/C/E/3/CE357CE2-3A98-4493-BAEB-CEB13F333302/Cloud_App_Security_datasheet.pdf; https://www.microsoft.com/en-us/enterprise-mobility-security/cloud-app-security

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Upon identifying a required change, documentation is created to outline the planned change. An impact assessment is carried out for functional, technical and security impact. The change if approved will be applied in a non production environment. Testing will take place to ensure the changes have the desired result. Upon test evidence being produced, the change will be approved. A deployment plan including roll back will be developed and documents updated.The changes will be communicated to all relevant parties.; Upon technical approval the deployment will be carried out.; After successful deployment and testing. final communications will be delivered.
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: Baytree Solutions fully utilises the Azure vulnerability management solutions, these include:; - Azure security assessment center to assess threats to service: https://azure.microsoft.com/en-gb/services/security-center/; - The use of 'as a service' solutions to utilise the Microsoft capability to apply patches to services.; - The use of Microsoft reporting aswell as trusted third parties to provide alerting on vulnerabilities.
• Protective monitoring type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Protective monitoring approach: Baytree Solutions utilises Microsoft Security Center to provide a comprehensive security alerting solution.; ; Each alert is reported and logged within the Baytree Solutions incident management platform.; ; Each alert is assessed and inline with its impact level.
• Incident management type: Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
• Incident management approach: Baytree Solutions operates an ITIL aligned incident management procedure.; ; Incidents related to the platform are automatically alerted via monitoring and alerting.; ; Users can report incidents into the Baytree Solutions incident management platform online or via email, or phone.; ; Reports can be provided to customers as agreed.

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Here at Baytree we work to support climate change by: ; 1. Recycling ; 2. Working with sustainable suppliers ; 3. Only taking journeys we need to - switching to online meetings where we can ; 4. Choosing the most appropriate mode of transport ; 5. Continually encouraging employees to consider climate change We are happy to work with our clients to ensure our engagement with them meets their climate change agenda

  Tackling economic inequality

  When fulfilling recruitment needs, Baytree will welcome applications from those who face barriers to employment and/or who are located in deprived areas. Baytree Solutions utilises apprenticeship programmes to offer opportunities to those wanting to work in the sector but have no previous experience. Where relevant, Baytree would consider supporting the clients objectives in tackling inequality

  Equal opportunity

  Baytree takes equal opportunity very seriously. The salary package offered to employee's is a standard offer regardless of age, gender, sexuality etc. Baytree actively supports staff members with disabilities to ensure they are offered development opportunities. We actively support all staff members to provide future development and career opportunities

  Wellbeing

  Baytree takes the wellbeing of its clients and staff seriously. We encourage our teams to build strong relationships with client teams to provide positive, supportive collaboration throughout, resulting in stronger, supported working communities.

Pricing

• Price: £5 to £80 a user a month
• Discount for educational organisations: No
• Free trial available: Yes
• Description of free trial: 30 day free trial of Microsoft Dynamics 365 products. ; https://trials.dynamics.com/

Service documents

• Pricing document

  ODT

• Service definition document

  ODT

• Terms and conditions

  ODT

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