Case Studies - Xpedition

A powerful, comprehensive customer-centric system for The Openwork Partnership

Background The Openwork Partnership is one of the largest financial advice businesses in the UK. The group comprises over 650 advice firms, ranging from a few staff in a single office through to multi-branch firms with over a hundred staff. Firms across the network offer a range of services and specialisms, from investments and...

Inquilab achieves complete Microsoft Dynamics 365 Solution

Discover how Xpedition delivered an agile, modern finance solution in the cloud with Dynamics 365 Business Central and integrated into Inquilab’s existing Dynamics Customer Engagement application to achieve the complete Microsoft Dynamics 365 solution. Project Summary Background Inquilab Housing Association is a charitable social landlord administered by a board of management. Established in Southall, West...

Lewisham Council: Seamless Dynamics 365 Data Migration with Synchronicity

Learn how Xpedition’s data migration partner, Synchronicity, achieved a seamless on-premise CRM to an online Dynamics 365 Data Migration for Lewisham Council. Background Lewisham Council is the local authority for the London Borough of Lewisham in Greater London, one of 32 in the UK capital. With Microsoft Dynamics CRM on-premise proving itself for more than...

Mayfair Equity Partners: Dynamics 365 Private Equity Customer Case Study

Learn how Xpedition created a tailored CRM solution to support Mayfair’s private equity fundraising, investor relations and deal flow aspirations. Background Mayfair Equity Partners is a leading PE firm that provides buyout and growth capital to dynamic organisations in the tech, media, telecoms and consumer sectors. Since the firm’s inception, the founders recognised the need...

BKL: Dynamics 365 Customer Case Study

Find out how Xpedition delivered an advanced digital marketing platform for BKL, one of the UK’s leading accountancy firms. An accountancy CRM success story BKL already had a highly-customised Microsoft Dynamics solution in place. What was required was an advanced marketing solution that integrates with their existing CRM and delivers personalised marketing content based on...

IOM3: Dynamics 365 Customer Case Study

Discover why IOM3 chose Xpedition to implement a dynamic new financial management system to drive real business growth. “Microsoft Dynamics 365 Business Central allowed IOM3 to move away from outdated technology, and should provide more enhanced functionality at a lower price point – all on the Microsoft Cloud. This is exactly what the organisation needed!”...

University of Essex: Dynamics 365 Customer Case Study

Learn more about the Microsoft Dynamics 365 implementation that supports a new generation of student services at the University of Essex.

Independent Franchise Partners: Dynamics 365 Customer Case Study

Uncover a winning client engagement deployment powered by Dynamics 365, as part of a broader digital transformation strategy for Independent Franchise partners LLP. A Wealth Management CRM success story Client Engagement deployment powered by Dynamics 365, as part of a broader digital transformation strategy for Independent Franchise Partners LLP. “The Xpedition team exceeded expectations...

Ageas Insurance: Dynamics 365 Customer Case Study

Discover how Xpedition and Microsoft Dynamics 365 helped Ageas Insurance identify its highest value brokers, deliver targeted marketing through advanced ClickDimensions automation, and provide relationship managers with access to intelligence on-the-go, via a secure tablet interface. “From the moment we first approached Xpedition, they provided us with the best engagement experience at every stage.”...

Radley Yeldar: Dynamics 365 Customer Case Study

See how Microsoft Dynamics 365 and Xpedition enabled a leading creative agency to deliver cutting-edge marketing and integrate their sales & marketing functions.