West Midlands Combined Authority

Project overview

This project entailed the deployment and configuration of the Red Flag Alert application within the West Midlands Combined Authority's (WMCA) Microsoft Dynamics 365 environment.

The initiative included the integration of approximately 160,000 company records enriched with Red Flag Alert data to enhance CRM capabilities, streamline workflows, and bolster data-driven decision-making.

Project objectives

• Seamless integration: implement the Red Flag Alert application into WMCA's Dynamics 365 CRM system.
• Data enrichment: upload and integrate 160,000 company records enriched with Red Flag Alert data.
• Risk assessment: evaluate potential impacts and risks associated with the integration.
• Testing & validation: conduct thorough testing in a sandbox environment to ensure system integrity.
• Production deployment: successfully deploy the solution into the live environment with minimal disruption.

Project phases

1. Initiation & planning

• Stakeholder meeting: outline project scope, objectives and deliverables with key stakeholders.
• Requirement gathering: work with WMCA's CRM technical team to gather requirements and assess impacts on existing CRM data.

2. Sandbox environment setup

• Application installation: deploy the Red Flag Alert application within the sandbox (test) environment.
• Configuration: configure the application settings to align with WMCA's operational needs.
• Test data upload: import a subset of enriched company records to validate data mapping and integration.
• Validation: perform functional testing to ensure the app operates as intended without affecting existing data.

3. Production environment deployment

• Pre-deployment review: confirm readiness for live deployment with stakeholders.
• Application installation: install the Red Flag Alert application within the production environment.
• Configuration: apply configurations consistent with the sandbox setup.
• Data upload: import the full set of 160,000 enriched company records into the live CRM system.
• Post-deployment testing: verify successful integration and system performance.

4. Post-implementation support

• Training: end-user training sessions on the new functionality.
• Documentation: installation procedures, configurations and user guides.
• Support & maintenance: ongoing support to ensure the system continues to meet WMCA's needs.

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