Visionary Software Consulting - About David L. Carr

VISIONARY

SOFTWARE CONSULTING, INC.

About Visionary Software Consulting

A consulting company you can trust

David L Carr, President of Visionary Software Consulting, Inc. MS Dynamics CRM consultant Dave Carr has been helping clients better connect with their customers using CRM for over 13 years. Initially concentrating on Onyx Customer Center’s CRM solution before switching exclusively to Microsoft Dynamics CRM in 2003, Dave has over 25 years of experience designing software. From the very beginning, he has earned a reputation of listening to, and quickly solving, customer problems.

Knowledge and Experience to Understand Your Business

With his extensive hands-on business experience and degrees in Economics, Business, and Computer Science, one of Dave's main strengths is the ability to quickly understand your business. Dave knows how to listen, and – almost as important - how to ask the right questions to uncover your true business processes. He then integrates his knowledge of the CRM tool with your requirements to imaginatively craft a solution that is perfect for your company.

"Dave is the fastest I've ever seen moving from problem to solution." – Colleague’s remark

Visionary Software Consulting has made its reputation by doing what is best for the client, regardless of the impact on Visionary's consulting fees. We have your best interests at heart, and proceed as if we are a loyal, long-term employee and shareholder of every client. If we wouldn't do something if we were in your situation, we will tell you.

Visionary gets results

Our customers are happy. Over 90% of Visionary's business is generated from positive referrals from existing customers
We have implemented CRM for customers in many industries, including Health Care, High Tech, Manufacturing, Entertainment and Hospitality
We have implemented CRM for users in US, Canada, UK, France, Germany and China
We have over 13 years of proven successes of interviewing top level executives and end users to uncover and translate their unique business processes into high-ROI, easily maintainable, business critical CRM solutions
We improve Data Quality by implementing best practices, reports, and custom CRM software

Technical experience leveraging the Microsoft Stack for Maximum Business Benefit

Dave has extensive architectural and practical knowledge of Microsoft CRM 1.0 all the way to MS Dynamics CRM 2011 functionality and customization capabilities
He has designed CRM solutions requiring extensive integration with other systems through plug-ins, web services, SQL, MSMQ, and/or third party products
He wrote over 50 Javascript programs implementing over 150 business rules for our most recent client

Our Approach and experience

Visionary Software Consulting + Microsoft CRM = VSCRM

We truly believe that MS Dynamics CRM 2011 is, by far, the best value for your CRM dollar today. When you choose Visionary Software Consulting as your systems integrator, you’ll have the best of both worlds and receive the best possible value for your dollars.

The Visionary Style

We realize that many companies have a limited IT budget today, and need to use in-house resources whenever possible. Visionary Software can work with you at any level. We can do the project soup-to-nuts, or can work with you to determine what in-house skills you have that may be applied toward the project. If you want to do the data conversion, Gantt chart, or training yourself, no problem. We’ll work with you and let you know CRM best practices for implementation. Our goal is to develop a solution that that is right for you at the lowest possible cost.

Dave ensures that all work done by Visionary is straight-forward, uncomplicated, and well-documented. Having spent years maintaining and enhancing systems built by others, he understands the pain of trying to decipher what somebody did years ago, and knows the importance of clean, simple, written communication.

While many consulting companies protect their knowledge, believing that is the best way to obtain return engagements, Visionary is much more open. We fully document and engage you in the solution and our thought process every step of the way. We know that when the knowledge that went into building a solution is transferred from consultant to client, the client feels empowered, and is willing to engage in a mutually beneficial, long-term IT partnership.

We begin every project with a view toward the end-state: when the project is complete and you are maintaining our work.

Visionary’s VAST Skills

Visionary knows CRM, particularly Microsoft Dynamics CRM. But here at Visionary, we don’t just implement CRM. We extend it.

In 2003, Visionary began to convert existing Onyx customers over to Microsoft’s new CRM solution. One client wanted to convert to MS Dynamics CRM, yet wanted to preserve the Onyx audit trail functionality, which captured each change to a record. Intrigued by the possibilities, Visionary started to build an auditing solution.

We wanted to eliminate the limitations of the Onyx audit solution, and be able to audit every change, and show all of the fields that had changed. CRM 3.0 introduced the concept of “custom entities”, which means customers could now create their own tables, as well as custom fields within known entities. Which brings about the $64,000 question: how do you audit changes to something you don’t know is there?

After months of poring through behind-the-scenes system tables and evaluating all kinds of transactions to see what CRM was really doing, Dave emerged with a plan. Fortunately for him, he had a partner who knew the ins and outs of the CRM API. Together, they worked for months perfecting an auditing solution: VAST, which stood for Visionary Audit System Tools.

After achieving product certification and selling VAST to dozens of clients with hundreds of end users, one of the leading ISV’s purchased Visionary’s VAST technology, and is selling it as c360 Audit.

We mention our VAST experience in CRM because it demonstrates that Visionary has the technical acumen and strong partners that can achieve your goals, whatever they are.