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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 availability. This information is critical for SmartStart’s ability to make managerial decisions, and thus needs to be real-time, accurate and easily accessible. IQ Business (IQ) was tasked with exploring solutions that could be customised or built relatively quickly, was user-friendly, inexpensive, and could integrate with other systems that were already operational within SmartStart.

Approach

After much research and analysis, IQ Business proposed the Microsoft Dynamics CRM system. The platform provides significant out-of-the-box features that will assist with a number of aspects inclusive of data management, reporting, scheduling, inventory management, notifications, approvals and workflow. However, these out-of-the-box functionalities required significant customisation, SQL reports as well as plug-ins in order to meet the specific needs of SmartStart’s unique business processes.

The development team had twelve to fourteen weeks in which to complete as many requirements as possible, with no defined scope of work set out. The team, which  consisted of an Agile Coach, Scrum Master, Architect, Business Analyst and three Developers had their work cut out for them.

Solution

IQ started the project with a two-day workshop which included 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 to clarify organisational roles and responsibilities, user roles as well as visions for the actual use of the solution to ensure that the outcome was properly aligned to the need of the client. We took the highest priority functionalities and broke them down into user stories with acceptance criteria.

The project was initiated with a Scrum Framework in order to deliver value quickly and get accelerated customer feedback to improve and refine the solution in an iterative fashion. However, six weeks into the project, the development team decided that it would be more beneficial to run this as a Kanban project . The Kanban process allowed for more frequent changes to the backlog of requirements as well as the prioritisation of these requirements. This change assisted in highlighting bottlenecks in the process and ensured everything was holistically visualised. The Work-In-Progress (WIP) limits assisted in ensuring that everyone within the project team worked and performed at a sustainable pace, considering the rest of the development process.

 

Benefits

  • Capturing of any personal data is done so quickly, painlessly and is saved in a centralised database.
  • Scheduling and loading of training sessions, trainers and trainees is faster and more visible to the organisation.
  • Easily accessible reports are already built-in on dashboards for an immediate view of the different KPI’s within the organisation.
  • Standardised business processes that enforce the correct way of doing things.
  • Inventory management system to track all orders as well as inventory levels.
  • Bulk communications system which allows the core management team to communicate via email and SMS to the different entities within the organisation.
  • Integrated USSD functionality which allows day mothers to capture daily child-attendance as well as club meeting attendance which subsequently feeds directly into CRM for reporting purposes.
  • System generated alerts to particular entities in order to notify them of important events or upcoming tasks.

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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