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Agile delivery of Microsoft Dynamics Development for a non-profit organisation

Agile delivery of Microsoft Dynamics Development
agility@IQAgile delivery of Microsoft Dynamics Development


Agile delivery of Microsoft Dynamics Development for a non-profit organisation

Challenge

SmartStart was having difficulty managing their operational and reporting data which lead to insufficient information available. This information is critical for SmartStart to be able to make managerial decisions, and thus needs to be real-time, accurate and easily accessible. IQ Business (IQ) was therefore tasked with suggesting a solution that could be customised or built relatively fast, was user-friendly, inexpensive, and could integrate with other systems

Solution

IQ proposed the Microsoft Dynamics CRM system. The platform provides significant out-of-the-box features that will assist with data management, reporting, scheduling, inventory management, notifications, approvals and workflow. However, these out-of-the-box functionalities required significant customisation, SQL reports and plugins in order to meet the needs of SmartStart’s unique business processes.

The development team had 12 to 14 weeks to complete as many requirements as possible, with no defined scope of work set out. The team consisted of an Agile Coach, Scrum Master, Architect, Business Analyst and three Developers.

Way of Delivering 

Project kick-off

We started the project with a two-day work shop with all the key stakeholders and user representatives. During this workshop, we created stakeholder maps, entity relationship diagrams, project visions, user needs and an initial prioritised project backlog. We took the highest priority functionalities and broke them down into user stories with acceptance criteria.

Development

The project was initiated with a Scrum Framework in order to deliver value fast and get customer feedback to improve and refine the solution iteratively. However, six weeks into the project, the development team decided that it would be more beneficial to run Kanban. Kanban allowed for more frequent changes to the backlog as well as the prioritisation. It assisted with highlighting bottlenecks in the process and ensured everything was properly visualised. The Work-In-Progress (WIP) limits ensured everyone in the project team worked at a sustainable pace, considering the rest of the development process.

Value Added

  • Capturing of any personal data is quick, easy and saved in a centralised database.
  • Scheduling and loading training sessions, trainers and trainees is are faster and visible to everyone in the organisation.
  • Easily accessible reports already built in on dashboards for a quick view of different KPI’s in the organisation.
  • Standardised business processes that enforce the correct way of doing things.
  • Inventory management system to keep track of all their orders and inventory levels.
  • Bulk communications system from where the core management team can send emails and SMSes to different entities in the organisation.
  • Integrated USSD functionality which allows day mothers to capture daily child attendance as well as club meeting attendance which feeds directly into CRM for reporting purposes.
  • System generated alerts to particular entities to notify them of important events or tasks coming up.

Our approach:

Agile delivery of Microsoft Dynamics Development for a non-profit organisation

Assisted clients with defining a project vision


Agile delivery of Microsoft Dynamics Development for a non-profit organisation

Created initial prioritised product backlog based on highest return on investment


Agile delivery of Microsoft Dynamics Development for a non-profit organisation

Dedicated Scrum team including development, Scrum Master and Agile coach

Benefits to the client:

Agile delivery of Microsoft Dynamics Development for a non-profit organisation

Regular demonstration of working software and feedback from client


Agile delivery of Microsoft Dynamics Development for a non-profit organisation

Value realised faster


Agile delivery of Microsoft Dynamics Development for a non-profit organisation

Ability to adapt rapidly to changing requirements

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