INFOPAD LTD

InfoPad - Dynamics 365 CRM Onboarding

Streamline your CRM adoption with InfoPad's Dynamics 365 CRM Onboarding. Our comprehensive service ensures seamless integration, user training, and custom setup to optimise your CRM experience from the start.

Features

• Step-by-step setup guidance.
• Custom user interface configuration.
• Initial data migration support.
• Integration with existing systems.
• Comprehensive user training programs.
• Security settings configuration.
• Mobile setup and optimisation.
• Reporting tools setup.
• Workflow automation implementation.
• Post-onboarding support.

Benefits

• Accelerates CRM deployment.
• Tailors CRM to specific needs.
• Facilitates smooth data transition.
• Ensures system compatibility.
• Enhances user competence.
• Protects sensitive information.
• Supports remote CRM access.
• Enables insightful data analysis.
• Streamlines daily operations.
• Provides ongoing assistance.

£750 to £1,250 a unit a day

• Education pricing available

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  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 james@infopad.org.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

535054667056669

Contact

James Bevis
01223 969 889
james@infopad.org.uk

Planning

• Planning service: Yes
• How the planning service works: InfoPad offers comprehensive planning services for the implementation of cloud hosting and cloud software solutions. These services encompass:; ; Business Analysis: Evaluating your current operations, workflows, and technology to identify the best cloud solutions that align with your strategic goals.; ; Solution Design: Crafting a customized cloud solution architecture that meets your specific business needs, scalability, and flexibility requirements.; ; Security Architecture: Ensuring that the cloud solution is designed with robust security measures to protect your data and comply with industry standards.; ; Our goal is to ensure a seamless transition to the cloud, enhancing your business efficiency, security, and scalability.
• Planning service works with specific services: No

Training

• Training service provided: Yes
• How the training service works: InfoPad offers comprehensive training for cloud software and hosting services, designed to empower your team with the knowledge and skills needed to effectively utilise cloud technologies. Our training services include:; ; Customised Training Programs: Tailored to meet the specific needs of your organization, covering various aspects of cloud software and hosting solutions.; Hands-on Workshops: Practical sessions that allow participants to gain hands-on experience with cloud technologies, enhancing learning through real-world application.; Online and Onsite Training Options: Flexibility to choose between online training sessions for convenience and accessibility or onsite training for a more personalized approach.; Training for All Skill Levels: Whether your team is new to cloud technologies or looking to advance their skills, we offer training for various expertise levels.; Post-Training Support: Ensuring ongoing support after training sessions to help address any questions or challenges as your team applies their new skills.; Our goal is to ensure your team is well-equipped to navigate the complexities of cloud environments, optimize cloud resources, and leverage cloud technologies to drive business success.
• Training is tied to specific services: Yes
• Services the training service works with:
  • Microsoft Dynamics
  • Sharepoint
  • Azure
  • Click Dimensions
  • Dot Digital

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: InfoPad's service assists buyers in migrating to the cloud or transitioning between cloud services. Our migration services are designed to ensure a smooth and efficient setup or move, encompassing:; ; Comprehensive Assessment: Evaluating existing systems and workflows to develop a strategic migration plan tailored to your organisation's specific needs.; Data Migration: Securely transferring data, applications, and workloads to the new cloud environment with minimal disruption to daily operations.; Custom Configuration: Setting up cloud services to align perfectly with your business processes, ensuring optimal performance and user experience.; Integration Support: Seamlessly integrating cloud services with existing on-premise systems, software, and workflows to maintain business continuity.; Training and Support: Providing extensive training and support to ensure your team can fully leverage the new cloud environment from day one.; Our focus is on making your cloud transition as seamless as possible, ensuring your organisation can quickly benefit from increased flexibility, scalability, and efficiency.
• Setup or migration service is for specific cloud services: Yes
• List of supported services:
  • Microsoft Dynamics
  • Sharepoint
  • Azure
  • Dot Digital
  • Click Dimensions

Quality assurance and performance testing

• Quality assurance and performance testing service: Yes
• How the quality assurance and performance testing works: InfoPad provides quality assurance (QA) and performance testing services as an integral part of our offering. These services ensure that your cloud solutions not only meet the expected standards of quality but also perform optimally under various conditions. Our QA and performance testing services include:; ; Comprehensive Testing: Covering functional, non-functional, usability, security, and compliance testing to ensure the application meets all requirements and industry standards.; Performance Testing: Evaluating the responsiveness, stability, scalability, and speed of applications under different load conditions to ensure peak performance.; Automated and Manual Testing: Utilising a blend of automated tools and manual testing expertise to identify and address issues efficiently.; Continuous Integration/Continuous Deployment (CI/CD) Support: Integrating QA and testing into the CI/CD pipeline for ongoing quality assurance throughout the development lifecycle.; Feedback and Optimisation: Providing detailed feedback and recommendations for optimisation to ensure continuous improvement of the application’s quality and performance.; Our goal is to deliver high-quality, high-performance cloud solutions that drive value and competitive advantage for your business.

Security testing

• Security services: Yes
• Security services type:
  • Security strategy
  • Security risk management
  • Security design
  • Cyber security consultancy
  • Security testing
  • Security incident management
  • Security audit services
• Certified security testers: No

Ongoing support

• Ongoing support service: Yes
• Types of service supported:
  • Buyer hosting or software
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
• How the support service works: Hosting or software provided by your organisation: We offer comprehensive support for cloud hosting and software solutions that your organisation already uses, ensuring they are optimized for performance and security.; Hosting or software provided by our organisation: InfoPad supports cloud hosting and software services developed or directly provided by us, including setup, maintenance, and optimization to meet your business needs.; Hosting or software provided by a third-party organisation: We also support cloud services from third-party vendors, assisting with integration, management, and troubleshooting to ensure seamless operation within your IT environment.

Service scope

• Service constraints: InfoPad's services have some constraints including primarily remote support, with onsite support subject to extra costs. Support is offered during business hours, with 24/7 assistance available for critical issues through specific packages. Integration with third-party services or applications and data migration may face compatibility or complexity challenges. Training sessions and custom development work are subject to scheduling and scope limitations, respectively. Additionally, achieving compliance with certain industry regulations may impact service timelines and configurations. Understanding these constraints ensures preparedness and effective planning for utilising InfoPad's services.

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: We have a standard SLA for support during office hours.; Issue Level 1 (e.g. outage) 1 Hour (during operating times); Issue Level 2 (normal support request for existing functionality) - 24 Hours; Issue Level 3 (change request for new or amended functionality) - 5 Working Days; Weekend and extended support hours can be provided upon request at an additional cost.
• 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: Yes, at an extra cost
• Web chat support availability: 24 hours, 7 days a week
• Web chat support accessibility standard: WCAG 2.1 AA or EN 301 549
• Web chat accessibility testing: Focused on testing compatibility with leading screen readers, keyboard-only navigation, and voice control systems to ensure broad accessibility.
• Support levels: Our managed services contract allows for flexible support engagement, starting from as little as one day per month. This ensures even small businesses or those with fluctuating support needs can access professional assistance without overcommitting resources.; Each support day comprises 7 working hours, with the smallest chargeable increment being half an hour, ensuring efficient use of support time for tasks both big and small. Unused support hours can be rolled over within the contract's duration. Our standard support is managed by a technical account manager although support requests will be routed through to the resource best able to resolve the request as quickly and efficiently as possible.

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: Up to Developed Vetting (DV)

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: No
• Other security certifications: No

Social Value

• Social Value:

  Social Value

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

  Fighting climate change

  Through comprehensive measures across energy efficiency, sustainable operations, transportation, supply chain management, and technology innovation, InfoPad commits to substantial reductions in Scope 1, Scope 2, and Scope 3 emissions. Initiatives include transitioning to renewable energy sources, promoting remote work to reduce office energy consumption and business travel emissions, and engaging employees in sustainability efforts. This plan not only demonstrates InfoPad's dedication to environmental stewardship but also serves as a framework for continuous improvement, monitoring, and reporting on progress towards their ambitious goal, positioning their G-Cloud service provision as a leader in environmental sustainability within the digital services sector.

  Tackling economic inequality

  InfoPad's Modern Slavery Policy reflects a firm commitment to tackling economic inequality by ensuring ethical practices throughout its operations and supply chains. The policy underlines a zero-tolerance stance towards any form of modern slavery, in alignment with the Modern Slavery Act 2015. InfoPad has implemented comprehensive steps for the prevention of modern slavery, including risk assessments, supplier engagement to enforce anti-slavery measures, and pre-screening processes to ensure compliance. Additionally, the policy outlines a framework for reporting suspected modern slavery incidents, encouraging both internal and external stakeholders to voice concerns. By actively promoting a culture of transparency and ethical business practices, InfoPad contributes to the broader effort of combating economic inequality and ensuring the protection of human rights within its sphere of influence. This approach not only adheres to legal obligations but also embodies InfoPad's commitment to social value, particularly in fighting economic inequalities through vigilant oversight and ethical business conduct.

  Equal opportunity

  InfoPad's initiatives and policies showcase a strong commitment to equal opportunity, ensuring that all employment and business practices are free from discrimination. By adhering to principles of diversity and inclusion, InfoPad creates an environment where talent is recognized and nurtured regardless of gender, race, age, disability, or background. This approach is integral to their operational ethos, directly supporting social value themes by fostering a culture of respect and equality. Through targeted recruitment strategies, training programs, and awareness campaigns, InfoPad not only complies with equal opportunity laws but actively champions a diverse and inclusive workforce. These efforts are crucial for promoting equal opportunity within the tech industry, contributing to the broader goal of reducing inequalities and enhancing employee wellbeing and engagement.

  Wellbeing

  InfoPad places a high emphasis on the wellbeing of its employees, recognising the critical importance of a healthy work-life balance and a supportive work environment for overall productivity and employee satisfaction. Their commitment is reflected in initiatives such as flexible working arrangements, comprehensive health and wellness programs, and a focus on mental health support. These measures not only support physical health but also address mental and emotional wellbeing, ensuring that employees feel valued, supported, and engaged. By prioritising employee wellbeing, InfoPad contributes to a positive workplace culture that encourages personal growth and professional development. This commitment to wellbeing is a cornerstone of their corporate responsibility, aligning with broader social values and enhancing their appeal as a forward-thinking employer in the competitive tech industry.

Pricing

• Price: £750 to £1,250 a unit a day
• Discount for educational organisations: Yes

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  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 james@infopad.org.uk. Tell them what format you need. It will help if you say what assistive technology you use.