As a UK-based professional services to provide auditing, tax and business consultancy services to local and multination clients.
Our objectives are to deliver the Power of Being Understood to our clients, colleagues and communities. In addition, we aim to build strong, collaborative and lasting relationships with all our stakeholders to our clients’ needs.
We had challenges to efficiently collaborate within our different service teams and the clients while we mostly based on a decentralized and in-silo information systems within the organization.
Dynamics 365 Customer Engagement (D365CE) as a single-source of truth seamlessly helps us deal with such challenges and consequently satisfy our stakeholders and customers.
At-a-glance:
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Customer: A UK-based Auditing and Consultancy Service Co Website: n/a Customer Size: 400+ |
Country: Vietnam, Ho Chi Minh City Industry: Professional Services Products and Services: Dynamics 365CE |
Customer challenges
A UK-based Professional Service Co. providing audit, tax and business consultancy services to multinational and local customers since 2012 in Vietnam. It’s part of the global professional service group.
Its business goals are providing best business practices and professional services to its clients.
Key challenges:
– Communication with potential customers is fragmented in silos of information by different service team with the customers. Consequently, service quality was not as high as expected.
– Management does not have a full visibility of communication with potential and existing customers across the organization.
Votiva’s vertical industry services
With over 14+ years of Dynamics implementation experience in professional services in Vietnam together powerful D365CE solution, Votiva provided the industry best practices to help solve their business challenges.
Votiva’s vertical implementation service helps our client significantly and efficiently improve their operation processes across their sales teams to different professional consulting teams i.e., auditing, tax advisory, etc. across the organization in Vietnam. It helps them seamlessly and efficiently manage their consistent and professional communication and relationship with their clients.
It helps the management obtain business visibility of their professional services with their clients to comply with their global quality service standards.
Customer Benefit
The D365CE system obviously provides management visibility of how business operates from customer
engagement in sales processes to material resource planning (MRP) to production plan to ensure on-time
delivery of quality products and services to the customers. It also helps improve our consistent communication
within our team in multiple locations with our partners and customers. More importantly, management is able to make right and on-time business decisions upon a reliable, real-time system as a single-source of truth.
