Areti Group Ltd
Microsoft Dynamics CRM Cloud Platform
Areti group offer Microsoft Dynamics 365 for Customer Engagement / Dynamics CRM – Scoping, Design, Implementation, Support, upgrade assessment services, including evaluating how to upgrade to the latest version of Microsoft Dynamics 365 for Customer Engagement supporting organisations across the Central and Local government NHS and Housing.
Features
- Services utilises the Microsoft Services Sure Step 365 methodology
- Determines viability of upgrade and transitioning to CRM Online
- Highlighting areas of feature enhancements and risk
- Provides the necessary readiness guidance to achieve success
- Service reviews on existing customisations and integrations
- Knowledge transfer to develop in-house capability
- Focuses heavily on configuration over customisation
Benefits
- Sustainable approach to delivery throughout full implementation life cycle
- Knowledge transfer and in-house mentoring to develop internal capability
- Focused on benefits realisation and business case delivery
- Proven CRM transformation consultants
- Agile delivery model to deliver full or specific programme phases
- Adaptable to internal culture, process and methodology
- GDPR compliant
- Change management and transition delivery
- Allows real-time tracking of project milestones
- Identifies and addresses any skills shortages
Pricing
£450.00 to £1,450.00 a unit
- Education pricing available
Service documents
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 pete.kelly@areti.io.
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Framework
G-Cloud 14
Service ID
9 6 6 8 5 5 9 2 3 0 9 2 0 6 2
Contact
Areti Group Ltd
Peter Kelly
Telephone: +447814459458
Email: pete.kelly@areti.io
Planning
- Planning service
- Yes
- How the planning service works
-
Areti Group's Dynamics CRM transformation service provides meticulous planning support designed to streamline and enhance CRM systems for organizations. The planning phase begins with an in-depth assessment of the existing CRM infrastructure to identify gaps and define precise requirements. This is followed by the development of a customized transformation roadmap, which outlines the strategic approach for the design, build, migration, integration, customization, and configuration phases of the project.
Throughout the planning process, Areti ensures GDPR compliance and aligns with organizational cultures and processes through an agile delivery model. The service also emphasizes substantial knowledge transfer to enhance in-house capabilities, ensuring that staff are well-equipped to manage and optimize the new system. This comprehensive planning approach guarantees a tailored, effective CRM transformation that aligns with specific business goals and operational needs. - Planning service works with specific services
- No
Training
- Training service provided
- Yes
- How the training service works
-
Areti Group's Dynamics CRM transformation service places a strong emphasis on training and knowledge transfer to ensure that organizations can fully leverage their new CRM system. This commitment is demonstrated through customized training sessions designed to match the specific configurations and workflows of the new CRM environment. Training includes hands-on sessions, workshops, and comprehensive documentation, enabling users to effectively navigate and utilize the system's features.
Additionally, Areti facilitates ongoing knowledge transfer by embedding best practices and operational insights during the training. This approach not only empowers in-house teams to maintain and optimize the CRM system independently but also enhances their ability to troubleshoot and innovate. The service ensures that the organization’s staff are well-equipped to sustain and evolve their CRM capabilities long after the initial implementation phase. - Training is tied to specific services
- No
Setup and migration
- Setup or migration service available
- Yes
- How the setup or migration service works
-
Areti Group’s Dynamics CRM transformation service excels in supporting the migration phase, ensuring a seamless transition from on-premises systems to advanced cloud-based solutions. The migration process begins with a detailed mapping of existing data and functionalities to preserve integrity and continuity. Areti's team implements robust data migration strategies, including thorough testing to verify data accuracy and completeness before going live.
The service includes customized integrations to align the new system with other enterprise applications, enhancing overall operational cohesion. Throughout the migration, Areti maintains transparent communication, providing clients with real-time updates via MI reporting and dashboards. This proactive approach minimizes downtime and disruption, while ensuring that the new Dynamics CRM system is optimally configured to meet the organization's specific needs and enhance its operational efficiency. - 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
-
Areti Group’s Dynamics CRM transformation service includes a rigorous quality assurance and performance testing phase to ensure the new system meets the highest standards of reliability and efficiency. The process begins with comprehensive testing of all customized features and integrations within the CRM environment to identify and resolve any functional issues. Performance tests are conducted under various load conditions to assess the system’s scalability and responsiveness. Areti’s approach also includes security testing to safeguard sensitive data and ensure compliance with GDPR and other regulations.
Continuous feedback loops allow for immediate adjustments based on testing outcomes, enhancing the system's quality and performance. This meticulous testing ensures that the Dynamics CRM solution delivers optimal performance, supports seamless user experiences, and aligns with the organization’s specific operational goals.
Security testing
- Security services
- No
Ongoing support
- Ongoing support service
- No
Service scope
- Service constraints
- Support is available remotely
User support
- Email or online ticketing support
- No
- Phone support
- No
- Web chat support
- No
- Support levels
- Additional support is available by negotiation.
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
- 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
- Wellbeing
Fighting climate change
At Areti Group, we understand that caring for the environment is not just a responsibility but also an opportunity to make a positive impact on our planet and communities. We are committed to sustainability in all aspects of our operations, from reducing our carbon footprint to promoting eco-friendly practices among our clients and candidates.
As a remote workplace we demonstrate our commitment to the environment is through our office practices. We educate our employees on energy efficiency, waste reduction, and recycling initiatives to minimise our environmental impact at home. From using renewable energy sources to implementing paperless processes, we continuously seek ways to operate more sustainably and reduce our environmental footprint.
As a Bcorp pending company and a climate positive recruiter we ensure we give back to the environment more than we take out. Our planting policy in partnership with Ecologi keeps us on track of getting this balance right. We commit to planting 100 trees for every placement that we make, so our clients can rest assured that working with us has a positive impact on the environment.
So far we have planted 28,000 trees and funded 29 projects around the world. Our aim for 2024/25 is:
• Plant 45,000 Trees
• Fund 50 worldwide projects
• Focus on funding UK Projects
• Reduce our carbon footprint by 5%Tackling economic inequality
It is our mission to build a business that values people and the planet more than it does profit. At Areti Group we believe that as a business, we have a responsibility to give back and make a positive impact in the communities we serve. Through our community engagement initiatives, we strive to build meaningful relationships, address local needs, and create opportunities for collaboration and growth. We offer all employees 5 charity days per year to volunteer in their local community, we donate 6% of our annual profits to charity and partner with a local skin charity cancer to contribute towards raising awareness and early detection of skin cancer in the local community and schools.
Examples of how we have contributed to our local community:
• Contribution from skilled volunteers is widely underestimated for charitable organisations and can often have a greater impact than financial donations. In addition to our profit pledge, we offer all of our employees 5 fully paid days a year to work for charities of their choice and foster a deeper connection with the cause.
• In 2023, we aimed to raise £15,000 for charity donations but exceeded expectations, raising £24,000.
• Our environmental initiatives include planting over 27,000 trees, contributing significantly to carbon emission reduction, and volunteering 176 hours for community work, including beach cleaning.
• We extend our support to local sports and schools by providing additional coaching to football teams, donating kits to schools, and sponsoring 3 sports teams, fostering a sense of support and inclusivity within our community.
• Through social media, articles and thought leadership pieces we share industry and sustainability insight to help our clients and candidates build a stronger understanding of the critical influence sustainability and technology have on each other.Wellbeing
Ensuring employee well-being is not just a priority; it's a cornerstone of our company culture at Areti Group. We recognise that our employees are our greatest asset, and their physical, mental, and emotional well-being is paramount to their success and fulfilment in the workplace.
First and foremost, we prioritise open communication and foster a supportive environment where employees feel comfortable sharing their concerns and seeking help when needed. Additionally, we understand the importance of work-life balance which is why we are a fully remote workplace, allowing our employees to work from any location and at flexible times to work around their home lives.
Furthermore, we invest in initiatives and programs designed to promote health and wellness among our team members. From wellness workshops and fitness challenges, we provide comprehensive support to help employees prioritise their well-being.
Moreover, we believe in recognizing and celebrating the contributions of our employees. Whether it's through performance bonuses, employee appreciation events, or recognition programs, we ensure that their hard work and dedication are acknowledged and rewarded.
To strengthen our focus on employee wellbeing we have:
• Increased our paid primary and secondary caregiver leave for employees to maximise time with family
• We offer all employees unlimited holiday
• Provided a fully remote workplace to maximise flexibility
Pricing
- Price
- £450.00 to £1,450.00 a unit
- Discount for educational organisations
- Yes
Service documents
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 pete.kelly@areti.io.
Tell them what format you need. It will help if you say what assistive technology you use.