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

2. 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

3. MSX International

4. 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
Twitter: fraser_dominic 4

5. In the beginning……

6. 2012 - Our customers Global Downturn More Global deals Less suppliers
Tighten belts

7. 2012 – our situation
A lean team = =
But we had ninja’s

8. 2012 – our choice

9. the timelines……

10. 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 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

11. 2012 2013 Timeline: 2012 and 2013 Salesforce to Dynamics CRM 2013
Reduced costs
Microsoft stack
2013
Office 365
Exchange
OneDrive
Lync
SharePoint + Yammer

12. 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

13. 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

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

15. 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

16. 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

17. 2015 2016 Timeline: 2015 and 2016 UX and UI Global Visibility
CRM 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

18. 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 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

19. 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

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

21. 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

23. Speaker contact info
Dominic Fraser MSX International Twitter: fraser_dominic 23