Case Study of AdEx

Key Challenges

  • Integrating and linking data across CRM modules (including accounts, contacts, projects, staffing, and availability) and ensuring a seamless user experience between CRM and time tracking applications.
  • Synchronizing data from various sources into CRMs and time tracking applications, including SharePoint and SQL databases. 
  • A user-friendly and secure time tracking system that allows employees to access and update their working hours, project positions, and absences, while maintaining the integrity and accuracy of the data.

Project Objectives

  • Develop a unified CRM application to consolidate data including accounts, contacts, projects, project positions, staffing details, and employee availability. 
  • Create a user-friendly application for employees to log working hours, project positions, and absences accurately and efficiently. 
  • Establish robust mechanisms for seamless data synchronization between the CRM application and the time tracking system to ensure real-time updates and consistency. 
  • Design intuitive interfaces and workflows to facilitate easy data entry and retrieval, thereby enhancing user adoption and productivity. 
  • Implement integration points with SharePoint and SQL databases to fetch and update relevant data within both CRM and time tracking applications. 

Implementation Highlights

CRM Development

Design and deploy a comprehensive CRM solution encompassing modules for accounts, contacts, projects, staffing, and availability management.

Data Integration Solutions

Implement middleware or custom connectors to integrate data from SharePoint and SQL databases into CRM and time tracking systems.

Time Tracking Application

Develop a dedicated application enabling employees to input working hours, and absences with tailored functionalities.

Real-Time Data Updates

Configure automated processes to ensure immediate data updates across CRM and time tracking platforms.

Key Benefits

Centralized Data Management

Consolidate employee and project data into a unified CRM platform, improving accessibility and reducing data fragmentation.

Enhanced Decision-Making

Provide comprehensive, real-time insights into project status, employee availability, and resource allocation to facilitate better decision-making.

Scalability and Adaptability

Construct a scalable solution capable of growing with organizational needs and adapting to future technological advancements.

Improved Operational Efficiency

Automate data synchronization processes, minimizing manual effort and errors associated with duplicate data entry.

Increased Employee Satisfaction

Empower employees with intuitive tools for managing work hours and absences efficiently, enhancing overall satisfaction and engagement.

AdEx specializes in guiding companies through complex transformation projects, offering strategic and operational support to achieve successful outcomes. They focus on defining project goals, developing tailored solutions, and providing pragmatic implementation support. 

Why CRM and Time Tracking with Power Platform 

Integrating CRM and time tracking functionalities enhances operational efficiency, improves data accuracy, and fosters a productive work environment. This integration aligns departments, streamlines processes, and enables organizations to deliver exceptional customer experiences while driving sustainable growth. 

Why NAV IT

NAV IT provides process consulting and solution development services, leveraging their expertise in Power Platform and SAP’s Digital Supply Chain Platforms. They prioritize simplified processes, best-in-class quality, and a superior user experience, fostering innovation-driven solutions for their clients. 

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