Visionary Software Consulting + Microsoft CRM = VSCRM

We truly believe that MS Dynamics CRM 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 all know consulting firms that seem to do whatever it takes to complicate the situation, threading the logic and not documenting the process until they are the only ones who know how something works.  That is not the Visionary style.  Our goal is to come in, listen to you, propose a solution, build it, fully document it, and train your users and staff so that they can support it.

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.

Case in point:

One client had been doing a series of technical reviews of their CRM project.  Part of the task was a code review of 100+ Javascript programs developed by Visionary Software. During that review, Dave was able to easily illustrate each of the business rules that were in place because each business rule is coded so that it “stands alone” – meaning that all of the conditions are in one code block--and is well documented. 

“I have never seen better documented code”

-          A recently satisfied customer/QA director

Typically, Visionary will create a spreadsheet that contains all business rules the client wants to be implemented.  We give each rule a unique Business Rule Number, and place that into the code, so it’s easy for future developers to find the code if it ever needs to be modified.

This is just another piece of the “Visionary Style” of working.  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, Dave started to build an auditing solution.

Dave 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.

 
Contact us to see how we can help with your Microsoft Dynamics CRM installation, customization, or systems integration.