EXACTLY TECH LTD

Exactly Property Services Microsoft Dynamics D365 Field Service Accelerator

Exactly provides expert support to social housing, property management organisations and repairs and maintenance contractors to design, develop and implement integrated end-to-end digital services between residents and the repairs provider built for Microsoft Dynamics 365. Covers project management, implementation and ongoing support.

Features

• "Exactly" the "Tech" you want, need and asked for!
• Assessment of solution options against business, asset and ICT strategies.
• Lean process reviews through engaging users, residents and contractors.
• System design and integration using MS Dynamics 365.
• Help understanding licences and licensing.
• Data migration strategy from legacy systems. Data cleansing.
• User, system, integration and security testing.
• User, Champions and SysAdmin training (with supporting documentation).
• Programme and project management. Assist client and suppliers
• Go-live assessment, support and post go-live support. Contingency planning.

Benefits

• Improved customer experience and resident satisfaction.
• Support for Microsoft Office product suite.
• Improved repairs diagnostic accuracy (with Artificial Intelligence / Chatbot options).
• Residents able to choose, amend or cancel appointments.
• Real-time update of repairs request including estimated arrival time.
• Real time analytics, service management and satisfaction measurement.
• Website, tablet and smartphone options.
• Experienced, knowledgeable and skilled is utilising contractor systems.
• Contractor mobilisation, new system, innovation & improvement and project rescue.
• Respectful partnership working between housing providers, vendors and suppliers.

£975 to £1,250 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 Richard.Libby@Exactly.tech. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

843314683480421

Contact

Richard Libby
07376 782551
Richard.Libby@Exactly.tech

Planning

• Planning service: Yes
• How the planning service works: Exactly will ensure the proposed solution is suitable for all stakeholders taking account of business plans, asset management strategies, contractual ethos and ICT system architecture / integration policy.; ; Typically, the planning and discovery phase would include:; - Review of business case and project objectives; - Joint discovery workshops with client, vendors and contractors; - System demonstrations; - User and customer surveys and research; - Readiness assessment – focus on main risks; - Agree project approach – default Agile; - Digital / Project Roadmap; - Resource management planning; - Solution scope definition and requirements; - Develop some proof of concepts or working models; - Set-up of project board or alternative project governance arrangements
• Planning service works with specific services: No

Training

• Training service provided: Yes
• How the training service works: Exactly will provide a training solution as part of an agreed communications plan and implementation plan.; Training for users will commence at the start of the project with vision, demonstration and awareness communications. We would recommend to appointment of subject-area experts and Champions who can deliver training in partnership with Exactly trainers so that they can provide ongoing support in the workplace environment.; Remedial, new starter and floor walking (user) activities are provided in a post go-live environment to ensure that the service experience we provide is delivered to a high standard. ; Training is typically organised in functional groups of users, for example system administrators, contact-centre staff, surveyors, planners. Training will utilise multi-media materials including online documentation, videos and e-learning.; We would expect client organisations to be reasonable for event planning, administration, logistics and training environment including event ICT equipment.
• Training is tied to specific services: No

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: This service includes set-up and migration activities. This includes a data migration strategy with an agreed plan for data cleansing.; We have experience of set-up and integration of MS Dynamics 365 into systems of housing providers and repairs contractors.; We will identify the requirements for this phase during planning and agree a detailed cut-over plan within project governance framework, involving all stakeholders. ; We will support post go-live configuration changes (snagging) for up to three months.
• 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: Exactly will encourage to formation of an all-stakeholder project governance board with agreed protocols for quality assurance and sign-off. This includes risk assessment, ITIL management and PRINCE2 or Agile methodologies as led by the client organisation.; ; We will provide full quality assurance and performance testing or support existing ICT Technical Teams as agreed. Testing regimes include functional, performance, stress, security and vulnerabilities testing.

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: Exactly will provide second-line support to in-house Service Desk and Application Support Teams within ITIL framework best practice protocols.; During implementation we will handover support to the in-house support teams, providing relevant documentation and training. We will continue to provide onsite support for up to three months whilst users familiarise themselves with process and system routines.; Longer-term support is provided by Exactly through virtual Service Desk, accessible by email and telephone. We will respond to service critical issues within two hours and provide an initial assessment within four hours. Non-critical issues will be assessed within 24 hours with a planned date for resolution communicated back to client.; We will maintain good relations with in-house service and support managers with informal monthly reviews. We will contribute to knowledge base articles upon request.

Service scope

• Service constraints: Support is available between 09:00 and 17:00 Monday to Friday (excluding bank holidays). Support calls can be via telephone or email.

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Support is available between 09:00 and 17:00 Monday to Friday (excluding bank holidays). Support calls can be via telephone or email.
• 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: We will respond to service critical issues within two hours and provide an initial assessment within four hours. Non-critical issues will be assessed within 24 hours with a planned date for resolution communicated back to client.

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Conforms to BS7858:2019
• 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

  Fighting climate change

  Microsoft Dynamics Field Service can demonstrate significant social value in combating climate change that enhance efficiency and reduce environmental impacts:; 1. Optimized Resource Management: Field Service enables businesses to optimize resource allocation through improved scheduling and route planning. Reducing unnecessary travel and idling times, leading to a direct decrease in carbon emissions from service vehicles. The application can prioritize and batch service requests geographically, minimizing travel distance and fuel consumption, which are critical for reducing greenhouse gases.; 2. Remote Assistance and Predictive Maintenance: By utilizing tools like remote assist and leveraging IoT (Internet of Things) for predictive maintenance, Field Service minimizes the need for physical service calls. Technicians can resolve issues remotely using real-time data and video assistance, significantly cutting down on trips. Predictive maintenance capabilities ensure that equipment is serviced before failures occur, which not only extends the life of the equipment but also makes its operation more energy efficient and less wasteful.; 3. Enhanced Energy Efficiency: The software helps in monitoring and managing the energy usage of equipment and facilities. By analysing data collected from IoT devices, Field Service can identify patterns and suggest adjustments to operations, leading to reduced energy consumption and lower carbon footprints.; 4. Sustainable Practices and Compliance: Field Service helps organizations adhere to environmental regulations and adopt sustainable practices. The system can track and manage the disposal of hazardous materials, the recycling of parts, and ensure that all aspects are compliant with environmental standards.; 5. Education and Awareness: Through data collection and analysis, Field Service provides valuable insights into the environmental impact of various practices, which can be used to educate customers and stakeholders about sustainability issues and the importance of climate-conscious decisions.; Field Service not only enhances operational efficiency but also plays a crucial role in promoting environmental sustainability and combating climate change.

Pricing

• Price: £975 to £1,250 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 Richard.Libby@Exactly.tech. Tell them what format you need. It will help if you say what assistive technology you use.