Investigo Limited

Microsoft Dynamics CRM Housing & Property Management Delivery Partner Services - DW

Microsoft Dynamics CRM implementation, migration and upgrade programmes requiring rapid deployment of expertise across; Procurement, Business analysis, Implementation, Module Configuration, Data Migration, Data Engineering, delivery, change management, technical development, software engineering, User acceptance testing, Automaton testing, Training delivery, Project and Programme Management and Service Transition Management.

Features

• Complete Microsoft Dynamics project Lifecyle from Design, Delivery, Deployment, Support
• Asset creation, Asset management, Repairs management, Rent setting, Service charges
• Streamlines case management, with escalations, performance targets and auditing
• Omni-channel Customer Services, Case Management and Digital Service delivery
• CX transformation to help envision digital technology roadmap
• Scoping workshops, business case creation and Proof of Value
• Microsoft Dynamics 365 for Field Service for mobile workforce
• Digital transformation, including engagement in change and user adoption
• Next generation AI-infused Mobile and Field Service automation including Scheduling
• Upgrade advice/assessment/delivery- Dynamics CRM v4, 2011, 2013, 2015, 2016

Benefits

• Change and innovate at speed/scale using modern platforms and methods
• Partnership approach to a Dynamics 365 rollout and implementation
• Microsoft Dynamics 365 CRM Automates the workflow of business processes
• Consolidate legacy line-of-business systems reducing costs and improving data/process integration
• Ensures compliance to Technology Code of Practice
• Focus on collaboration and relationship management to drive improved outcomes
• Flexible/modern delivery methods including Agile focused on maximising benefits realisation
• Free workshops and seminars, including social value initiatives.
• Build knowledge and capability internally to reduce support costs

£250 a unit a day

• Education pricing available

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 publicsectorconsultingtenders@investigo.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

852957301323907

Contact

Stuart Saxon
07825086585
publicsectorconsultingtenders@investigo.co.uk

Planning

• Planning service: Yes
• How the planning service works: Our teams offer expertise (technical and business) to identify needs, deliver analysis, define TOM and deliver fit-for-purpose solutions. We offer project and programme planning expertise, with experience of a broad range of planning methods and tools. For recent hybrid cloud transition programmes we have delivered a strategy document, detailed programme plan and teams for programme controls and governance and work-package delivery. Our teams include schedulers, PMO Programme planners, project finance managers, business readiness and service transition managers.
• Planning service works with specific services: No

Training

• Training service provided: Yes
• How the training service works: One to one training, mentoring and coaching to transfer knowledge and skills, ensuring development of in-house skills and continuity of project services.
• Training is tied to specific services: No

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: We provide complete migration services for proprietary system to the cloud or between cloud services. We offer consultancy to assess the best value for money solution, business case writing support, planning services and delivery for transition.
• 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: We offer QA and performance testing as part of a complete work-package delivery or as technical and risk assurance services for 3rd party services. We offer a broad range of testing services including user acceptance testing, performance testing, automated deployment testing and penetration testing.; ; We also utilize proactive monitoring that continuously measures the performance of key subsystems of the Microsoft services platform against the established boundaries for acceptable service performance and availability.

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: We would not charge any additional costs for providing support, as continuous service is expected as part of our service to the organisation. However in cases where there is a specific request to provide either a technical account manager or a cloud support engineer, we can provide either one at an additional cost, which will be decided on a case-by-case basis.

Service scope

• Service constraints: N/A

User support

• Email or online ticketing support: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Support levels: Investigo provide a dedicated account team available inside and outside of core working hours via phone or email.

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Security Clearance (SC)

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: QMS International Ltd
• ISO/IEC 27001 accreditation date: 08/03/2021
• What the ISO/IEC 27001 doesn’t cover: We are aware of the ISO 27001 scope and are able to confirm what is covered by Investigo’s certification is for the provision of professional services across commercial and public sectors, included in scope is: • Understanding business information security requirements and the need to establish policy and objectives for information security • Implementing and operating controls in the context of managing the Organisation’s overall business risk • Monitoring and reviewing the performance and effectiveness of the ISMS • Continual improvement based on objective measures • Communicating throughout the Organisation the importance of meeting all relevant statutory and regulatory requirements specifically related to its business activities • Ensuring that adequate resources are determined and provided to monitor and maintain the ISMS
• 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

  Investigo created an Environmental and Sustainability committee in 2023, co-led by two Directors in the business with a passion for positively impacting our journey to net zero. The committee has three pillars, led by people of all levels throughout the business - Data, Strategy, and Hearts and Minds. Through these groups, we understand the impact of our activities and formulate effective strategies to mitigate climate change and to achieve our net zero goals.; ; In 2022, Investigo entered into a partnership with Trees for Cities, we set ourselves the target of planting 1000 trees per year. We plant a tree for every 3 successful placements made with our Clients.

  Covid-19 recovery

  During the Covid-19 pandemic, Investigo adapted to support not only our internal employees by providing laptops and flexible working arrangements, but our customers too. For example; providing solutions to kickstart a transformation programme by creating digital delivery teams with experienced contractors in this field. With our large network of digital professionals we helped to build these teams with very talented contractors.; ; At Investigo we regularly elicit feedback from our customers via both ad-hoc and regular surveys. An example of this is a Customer Experience survey we sent out was to all clients we worked with in 2020. The aim of this survey was to understand how Covid-19 affected our client organisation’s talent/people strategy and the challenges they have faced, as well as providing Investigo with valuable insight on the service received.; ; The survey results provided interesting insights and trends into each of our market specialisms, along with expert insight into areas of talent, D&I, Brexit, workforce planning post Covid-19 and technology in 2021 as well as ways businesses can meet these challenges. We have compiled all of these trends into a Talent Trends Insight.

  Tackling economic inequality

  Our chosen charity partner for 2024 is 'It's Your Life' which supports adults and children in our local community of Tower Hamlets, to get back into work and education. They work with children, young people and families to create a better society, where everyone, regardless of background, is encouraged to strive for educational excellence and supported to achieve this. Together we will not just be fighting poverty but also creating a more equitable, compassionate and educated community and we look forward to sharing the impactful outcomes of our partnerships. ; ; Our public sector team are undertaking pro bona work with local organisations to include: ; - Coaching - interview and source candidates ; - Lunch and Learn sessions - how they can hire, any questions they have, areas they are lacking in; - Helping to advertise effectively and where to advertise; - Free searches and shortlists if they have hard to hire requirements ; - Looking into equal opportunities and how they can potentially hire diverse candidates; ; Since November 2020, Investigo have been a member of the Armed Forces Covenant, recognising the value serving personnel, reservists, veterans, and military families bring to our business.

  Equal opportunity

  We enforce equal opportunity policies that ensure fair treatment regardless of gender, race, ethnicity, age or other protected characteristics. This includes reviewing and updating hiring practices to eliminate biases and training through our People and Culture Team.; ; Investigo is a member of the Employers Network for Equality & Inclusion (ENEI). As a member of the ENEI and an advocate for diversity and inclusion in the workplace, our goal is to ensure that our business practices and those of our clients foster inclusive working environments and eradicate discrimination against all protected characteristics (Equality Act 2015).; ; We secured Disability Confident Committed status and aim towards becoming a Disability Confident Employer. Our website and talent portal houses an accessibility feature to make sure no candidate is missed. We work together with our sub-contractors to reduce any barriers throughout the recruitment process, making reasonable adjustments where necessary.; ; We base our approach to DEI on four main pillars, where we aim to positively impact mindsets and beliefs: ;  Disability and Neurodiversity;  Gender Equality;  Investigo Pride;  Race and Religion; ; Some of our DEI initiatives include:; - Our dedicated Marketing team can offer support with targeted recruitment campaigns and ensure effective and inclusive language is used in job ads and on social media. ; - We work with Goss Consultancy to ensure that we are moving forward though meeting on a monthly basis and driving our DEI strategy.; - Our DEI Committee Chairs not only host relevant events and webinars, we are routinely invited to sit on panel’s for our clients. Examples include, key panel seats at full company conferences about Women in Technology, internal panel seat for a webinar during Black History Month for a leading law firm, round table seat about disability recruitment across the whole market

  Wellbeing

  The IN Group has an active and established Wellbeing & Engagement Committee consisting of 5 pillars – Emotional, Physical, Financial, Job & Career and Social. Each panel has a leader who is passionate about the panel they represent, with panel members supporting and driving initiatives across the business. ; ; The committee is co-lead by our Head of Culture and one of our Operational Directors. The committee’s mission is to create an optimum environment that empowers our people to feel positive, engaged and fulfilled. This is done by delivering key initiatives, benefits, events and engagement pieces, delivered with the guiding principles in mind, being Engaging, Insightful, Memorable and Inclusive.; ; These range from delivering our TIG TALK series – expert speakers to deliver sessions on wide ranging themes from resilience, imposter syndrome, high performance to menopause advice and support and Men’s health, to pod casts, insight sessions, content that informs and signposts, initiatives that invite discussion and peer support and social events. ; ; Qualified mental health and physical health first aiders throughout the business and have invested in a financial wellbeing platform called Bippit and an emotional wellbeing platform called Plumm, both of which offer confidential coaching with easy entry, no triage. In addition, Plumm offers psychotherapy sessions without triage on an unlimited basis. ; ; The In Group provides a multi-faith and wellbeing room, with provisions for pregnancy, anxiety, relaxation and prayer; alongside Peloton Bikes and weekly instructed Reformer Pilates in the office.; ; In 2024 The In Group won 2 industry awards (Investing in Talent): Best Workplace for Women’s Health and Best Workplace Environment.; ; Where possible and appropriate with permission, we extend our offerings, especially our TIG TALKs, to our wider networks, our clients and candidates, to support and share the knowledge of wellbeing, to positively impact our clients and wider networks outside of industry.

Pricing

• Price: £250 a unit a day
• Discount for educational organisations: Yes

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