Three years in the cloud and the sky’s the limit Dominic Fraser, MSX International

Todays session Background The MSXI story Questions Just some basic info about my company and me The MSXI story Timelines, decisions + other factors Questions Please do ask questions as we go (or afterwards) Lessons + Best practice 2

MSX International

Background MSX International Automotive Industry (BPO) 6k Employees (200 CRM users) Presence in 80 countries, offices in 30 CRM Online 2016 Office 365 Dominic Fraser Manager – Corporate Applications 10 Years at MSX International CRM Online 2016 dfraser@msxi-euro.com Twitter: fraser_dominic 4

In the beginning……

2012 - Our customers Global Downturn More Global deals Less suppliers Tighten belts

2012 – our situation A lean team = = But we had ninja’s

2012 – our choice

the timelines……

Timeline – 2012 until present day Salesforce to Dynamics CRM 2013 Reduced costs 2013 Office 365 Exchange OneDrive Lync SharePoint + Yammer 2014 ClickDimensions Mojo Surveys Net Promoter Active Projects Power BI (Excel Version) 2015 CRM 2015 + Update 1 New Power BI Sales Data NPS CRM Changes Redesigned forms Changed revenue schedule Implemented a new division 2016 Upgraded to version 2016 Pushing Mobile More Power BI Blending data with other sources

2012 2013 Timeline: 2012 and 2013 Salesforce to Dynamics CRM 2013 Reduced costs Microsoft stack 2013 Office 365 Exchange OneDrive Lync SharePoint + Yammer

2012 2013 Change Focus Vision Objectives Challenges in 2013 Salesforce to Dynamics CRM 2013 Online Reduced costs Microsoft stack 2013 Office 365 Exchange OneDrive Lync SharePoint + Yammer Change Focus Vision Objectives

2012 2013 Clear Vision Measurable Objectives Outcome Clear Vision Measurable Objectives Better use of functionality Increase visibility 2012 Salesforce to Dynamics CRM 2013 Online Reduced costs Microsoft stack 2013 Office 365 Exchange OneDrive Lync SharePoint + Yammer

Timeline: 2014 – driving value ClickDimensions Mojo Surveys Net Promoter Active Projects Power BI (Excel Version) Data Quality Business processes

2014 2014: Key Improvements Data purpose ClickDimensions Mojo Surveys Net Promoter Active Projects Power BI (Excel Version) Data Quality Business processes Data purpose Alignment of systems and business processes Automation New functionality

2015 2016 Timeline: 2015 and 2016 CRM 2015 + Update 1 New Power BI Sales Data NPS CRM Changes Redesigned forms Changed revenue schedule Implemented a new division 2016 Upgraded to version 2016 Document Generation Mobility More Power BI Blending data with other sources

2015 2016 Timeline: 2015 and 2016 UX and UI Global Visibility CRM 2015 + Update 1 New Power BI Sales Data NPS CRM Changes Redesigned forms Changed revenue schedule Implemented a new division 2016 Upgraded to version 2016 Document generation Mobility More Power BI Blending data with other sources UX and UI Global Visibility Realigned hierarchy Fast and flexible Analytics

Timeline - Overall 2012 Salesforce to Dynamics CRM 2013 Reduced costs 2013 Office 365 Exchange OneDrive Lync SharePoint + Yammer 2014 ClickDimensions Mojo Surveys Net Promoter Active Projects Power BI (Excel Version) 2015 CRM 2015 + Update 1 New Power BI Sales Data NPS CRM Changes Redesigned forms Changed revenue schedule Implemented a new division 2016 Upgraded to version 2016 Document generation Mobility More Power BI Blending data with other sources

Results so far Opportunity data quality (80% to 99%) Project to contact mappings (45% to 99%) 30% faster to create an opportunity. Visibility of marketing efforts Aligned processes and better focus Cross business/system analysis More information to drive decisions

Key observations Team: personality over experience Usability: Simple for the masses Features: Use out of the box when possible Version: Keep up to date

What’s next Automate more business processes Mobility: New field types and task-based interactions Deeper Insights More Integrations Specifically: Approvals, global dashboard, HRIS, JDE

Speaker contact info Dominic Fraser MSX International dfraser@msxi-euro.com Twitter: fraser_dominic 23