Klean Kanteen, a manufacturer of stainless steel bottles and sustainable lifestyle products, was facing challenges with its business processes. The company's employees were spending days each month collecting and organizing quality data manually. The company also worked with contract manufacturers overseas, employing local workers to inspect finished goods prior to shipment. The company needed a Quality Management System (QMS) solution that could automate these processes and be accessed by any employee, from virtually anywhere. The solution also needed to be localizable to meet the needs of overseas employees.

Merieux NutraSciences, a global food testing company, was struggling with its paper-based system. The manual updating of documents was time-consuming and inefficient, taking up about 5,600 hours a year in the North American Network alone. The company also had a four-step training process that was difficult to manage and track. Furthermore, the paper system made it hard to collect data for end-of-month reports, and different labs had different versions of customer methods. Reports were only shared locally, not globally, making it difficult to audit the company. Preparing for audits was a laborious process that took many hours, days, and sometimes weekends.

The software company, based in Portland, Oregon, was facing a growing challenge in tracking and responding to risks posed by customer data collection. As the company grew, it faced increasing regulatory requirements from new industries such as healthcare and finance, geographic data privacy laws, and various requirements for third-party vendor relationships. The company's existing risk management processes, which relied heavily on spreadsheets, emails, shared drives, local drives, and even print-outs, were proving inadequate. The company had no central repository for risk management data, and the information security manager was struggling to manually find and track all this information. The company needed a more efficient and effective way to manage risk, track audit requests, align their responses to regulatory requirements, demonstrate compliance, and protect customer data.

After being spun off from another company, Vista Outdoor needed to establish its own compliance program. Wanting to keep the functionality and compliance capability from the previous organization, Vista Outdoor looked for ways to start the new organizational venture on the right foot with robust compliance tools in place. The company wanted to have a better understanding and control in regards to what their third-party partners may be doing, or how they’re representing themselves – and Vista Outdoor. They wanted to ensure that their partners are not acting nefariously, jeopardizing the company with potential corruption or bribery activity.

El Pollo Loco, a leading quick-service restaurant chain specializing in flame-grilled chicken, was facing a challenge in maintaining a good relationship with its employees. The company was using a basic employee hotline service and a relatively disorganized case management system. With only spreadsheets and scattered notes, it was impossible to see any trends emerging in the data. The process was clearly inadequate for El Pollo Loco’s needs. The company wanted to generate employee communication and reduce legal risk by listening to feedback and acknowledging concerns. However, the existing system was not efficient in providing a systematic approach to documenting case assignments and streamlining workflow.

Embry-Riddle Aeronautical University, with a strict concern for students and employees in locations across the globe, wanted to ensure that the school’s policies and procedures were transparent in order to foster an educational environment of safety and integrity. The university encountered many of the same risk issues as other universities, but also had unique challenges related to teaching students to fly aircraft. For example, something as small as a wrench turn going awry could ground an entire fleet of aircraft. The university needed a system that would allow the school to listen to any questions or concerns and facilitate the prompt and appropriate resolution to any issues that were discovered. And with safety as the main focus, Embry-Riddle wanted to provide a system that would make students and employees feel comfortable reporting.

Alectris’ field engineers and technicians work remotely and are often out in the field. Their activities are typically in the area of preventative and corrective maintenance. The company’s aim was to provide field workers with a single solution to manage their work, including maintenance and other recurring activities, and report to the back office. Before implementing Resco, communication, reporting, and other information transmission was mainly done via phone calls and emails, which can be very time-consuming and inefficient. However, extensive reporting is required, so field workers must reserve a lot of time for desk work, making them unavailable for essential and urgent activities in the field. Another consideration is that the company has a global presence, and reliable and fast information exchange can be complicated. Synchronization times are long, and it can take time for the information to reach the customer.

Effy business partners install & inspect isolation yards at households. Their daily job requires them to schedule the visits, collect the information about each visit and on-site task. Sometimes this happens in a completely disconnected scenario. The traditional method of using pen and paper was inefficient and time-consuming, leading to a need for a more streamlined and efficient solution.

Dräger, an international leader in the fields of medical and safety technology, was facing challenges with its outdated Outlook Offline app. The app, which was no longer supported by Microsoft, had long synchronization times, frustrating operations teams and field service technicians trying to view, manage and coordinate service schedules and parts requirements. If field service technicians cannot efficiently manage their day-to-day work, repairs and maintenance for the hospitals, fire stations and other customers who use their products could be delayed. To provide their customers with world-class service, Dräger wanted a faster, more reliable and feature-rich mobile app to provide offline capabilities to their field service force.

Catalana Occidente, one of Spain’s largest insurance groups, needed a technology solution that would hold all business information, integrate with other business tools (such as SharePoint and Outlook), and make the data available for their insurance agents from anywhere via mobile devices. The company has an extensive external commercial network of agents who visit customers every day. As the CRM is the source for all the relevant business and customer data for the agents working on the go, they needed a tool for accessing this data and at the same time updating the data from their mobile devices. The requirements for the mobile tool included offline functionality, responsiveness and ease-of-use, simple scalability, easy management of business and administrative tasks, and compatibility with major mobile operating systems.

Kemp & Lauritzen’s old system was outdated and no longer supported. They wanted to replace it with an up-to-date system that they can tailor to their needs. Before utilizing the white-labeled Resco app provided by Microsoft as part of Dynamics 365 Field Service, the company didn’t have a good overview of their resources. This resulted in wasted and inefficiently handled opportunities. For example, technicians who were miles away were called to an urgent task instead of those technicians who were just minutes away from the scene. All because the back office didn’t have a proper overview of the technicians’ location and therefore, couldn’t determine who would be the best fit for a particular job. They wanted to manage their resources more efficiently.

Orangebox, a UK-based designer and manufacturer of furniture, had recently deployed Microsoft Dynamics 365 for Field Service to their 30 UK-based installation and service engineers. They were looking for a solution that would be tightly coupled with their core Dynamics 365 planning tool to deliver an improved customer experience. This platform would automate notifications to both customers and internal teams. Additionally, Orangebox also hoped to eliminate additional location tracking hardware, required for track trucks and vans.

Operating in the 21st century has required a series of investments to rise to the service demands of customers in a fast-paced, digital world. One of the essential areas is keeping I. Halper‘s IT environment up-to-date and flexible. With Microsoft Dynamics GP and Dynamics CRM already in place, most recently I. Halper were challenged with an insufficient customer order and delivery routing solution that wasn’t keeping up with their expanding requirements. The Microsoft Dynamics GP software’s routing application add-on allocated their invoices to the proper routes, but it lacked a visual front-end. That means that the field service’s team couldn’t see the allocations on a map and make on-the-fly adjustments.

Before switching to Resco, the Hoffmann Group had been using Microsoft Outlook Client with a local SQL database, which had many limitations. The biggest one was the lack of offline functionality. Sales reps couldn’t efficiently synchronize data collected in the field. They could only do it in the evening, once they returned to their office or home. If they needed to quickly forward information, for example to the Inside Sales team, they had to make phone calls. Moreover, the synchronization process was slow – it took about 15 minutes to switch from offline to online mode and back, and even more if the Internet connection wasn’t strong enough. They soon realized they need a new mobile solution – one that allows sales reps to perform their tasks offline, right in the field. One that allows them to forward information in real time, leading to increased productivity. And one that would not only directly connect to their Microsoft Dynamics 365, but also integrate with Microsoft Exchange as well.

Back in 2011, PGP adopted a CRM system to move away from paper, business cards, and MS Excel spreadsheets. The company realized it needed to have all of its customer base in one central place to effectively manage sales calls and to keep up with the quotes provided to customers. As a sales rep agency, PGP employs almost exclusively sales representatives whose day consists of customer visits. Hence, the need for a mobile solution arose shortly after adopting a CRM solution.

Oslo Kommune, the largest municipality in Norway, was facing a challenge with its fire department. The department, consisting of 70 fire inspectors, was responsible for the supervision of approximately 5500 fire objects, including buildings and construction sites. The inspectors needed to assess building construction and fire safety measures in the field. However, they lacked a system that could allow them to check building data, add information, and take pictures of deviations to include in their reports upon returning to the office. The municipality was using the MS DYN CRM 2011 solution to store this data and was in search of a mobile application that could enable them to bring the entire system into the field.

Maxol, a leading forecourt and convenience provider in Ireland, was facing challenges with its site inspection reviews. The company carries out these inspections at their service stations throughout the year to ensure high standards are maintained. Initially, these inspections were completed on paper and later updated to a client-server windows application. However, the existing inspection tool was beginning to show its age and the windows tablets required to run the app were now end of life. Maxol felt the need to get opinions from a more diverse population of inspectors and decided to engage more staff as well as a mystery motorist supplier. The company needed a mobile solution that was platform agnostic and could be used by a diverse group of inspectors.

Inter Cars S.A., the biggest importer and distributor of automotive spare parts in Central and Eastern Europe, was facing a challenge due to its expanding customer base and product portfolio. The company's sales representatives spend most of their time outside the office, engaging with potential clients daily. The need to strengthen the sales team and overall sales strategy was a natural outcome of the booming demand for its extensive product portfolio. The company was looking for a solution that could provide actual business value without the problems related to the diversity of mobile devices.

Gulp Limited, an Irish water services company, faced challenges in managing its field teams. The teams, spread across the country, provide services mainly to residential customers. They not only install Gulp's water purification technology but also ensure its proper functioning by providing post-installation services. The field team's daily tasks included planning tasks effectively, having a 360° overview and instant access to all products & prices, checking in/out at each visit, closing the appointment with an editable payment invoice, and being independent of Internet connectivity. However, they faced issues with tracking changes when editing products in offline mode, delays with check-in and closing appointments, difficulty in entering and having visibility on payments, and lack of motivation due to the absence of detailed user insights and route planning.

HG Technology's client, a company in the construction industry, was struggling with an inefficient inspection process. The workers were still using paper reports during routine inspections, which often resulted in misplaced reports and lost work. The process of digitizing the data from these paper reports was time-consuming and often overlooked due to the workers' lack of time. This led to a clunky and ineffective inspection process that was costing the company both time and money.

Het Anker, a traditional Belgian brewery, was looking to profitably grow its international business in the highly competitive FMCG sector. The company wanted to maximize the services sales reps can provide to existing customers during visits and attract new customers. They also expressed the need for higher data quality from their staff in the field. For that, they needed to provide them with a tool for better account, complaint, appointment and assortment management on the go.

Benco Dental's sales force is highly mobile, with a typical sales representative visiting up to 10 to 15 offices per day. Quick access to CRM is crucial for them to provide the best service to the customers they are visiting and to the customers that are contacting them during the day. However, because Benco covers most of the United States, there are some areas that don't have wireless coverage. Therefore, having the information stored offline was also key. Benco evaluated three other Mobile CRM vendors before Resco, but found them to be more complex to set up, requiring additional servers and databases, and equally hard to administer. The other solutions didn't support iOS and/or Android, and were still struggling with some of the changes from CRM 2011.

Blueknight Energy Partners, a company that provides midstream services for energy commodities, had a challenge. They had Microsoft CRM already loaded, but they needed to make it mobile. The company employs mechanics working on its transportation trucks in garages all over the United States and trucking supervisors that oversee the transportation of oil from point A to point B. Both groups needed to transform their work systems into a digital form. The mechanics needed a system that could capture the parts, the tires, and the hours of labor it takes to complete a work order. On the other hand, the trucking supervisors needed a system that could help them pair trucks with trailers, inspect the maintenance history of vehicles, assign drivers and accept transfers.

Scania's sales staff in the Central European Region (CER) often meet with customers outside of their offices, making mobility a key requirement. They needed an easy-to-use mobile solution to work with key information stored in the company's Microsoft Dynamics 365. The sales team consists of various roles, each with different demands and needs to access different information in the field. A one-size-fits-all solution would not fit the requirements. Therefore, Scania was looking for a mobile solution it would be able to effectively customize for different user roles.

Jet Import, a leading distributor of premium beverages and snacks in the Benelux area, was looking to innovate its store inspection processes. The company, which introduced Red Bull to the Belgium market in 1996, has grown into a full-fledged company with a leading position in the retail, petrol station, and catering & hospitality industries. However, considering the enormous scale and competitive landscape of the Food & Beverage industry, Jet Import recognized the need for advanced inspection business systems to check, detect, and quickly solve all potential issues. The company wanted to have information about each store, current promotions, and purchases, and the ability to plan, execute and analyze the goods’ merchandising activities.

innogy Solutions, a provider of HVAC management technologies and services, was facing challenges with their data storage and access. Their service records, manuals, photo documentation, and other vital information were stored on a local company server, making it difficult for field technicians to access the information they needed. Additionally, customer contact information was scattered across various platforms, making it difficult to manage. The company was looking for a comprehensive solution that would allow them to store, manage, and access their business information effectively. They also wanted to reduce the use of paper forms and digitize their work processes.

Moat Housing Association, a UK-based housing association managing over 20,000 homes, was facing challenges in providing their frontline staff with access to conduct their work while out in the field. They were using Microsoft Dynamics as their core CRM system and were looking for a fully integrated mobile solution. Their staff had to prepare paper packs for visits, carry tenant data to sites, and return to the office to write up visits and inspections. They had a partial mobile capability via an application built in-house, but it did not integrate with Microsoft Dynamics, offered limited functionality, and the licenses were due for renewal.

Heineken, a global brewing company, was facing challenges with its sales force automation in emerging markets like Africa and the Middle East. The sales representatives were often in the field, in regions where there were no roads and weak or no Internet coverage. They visited numerous restaurants, bars, hotels, and outlets throughout the day without up-to-date CRM data at hand. The company relied on Microsoft Dynamics CRM 2011 as their back office technology for sales force automation, but the lack of connectivity in these regions made it difficult for the sales reps to access and update the CRM data.

Freudenberg Sealing Technologies was looking to replace its paper lead sheets used during trade shows and conferences. After sales representatives had a meeting with a prospective client, they had to fill out a paper form covering the debate and their lead. Once they’ve returned to the office, they then needed to manually transcribe the information to Freudenberg’s Microsoft Dynamics CRM. The objective was not only to digitalize the paper forms, but allow reps to utilize and interact with the information stored in the CRM – enabling them to add contacts, select accounts from the system, choose from the topics prepared for each show based on products and segments, and add appointment notes as well. With all the data flowing straight into Dynamics CRM and used by the back office.

Made for Movement is a company that provides unique medical devices to help people with disabilities. The company's Aid Consultants spend most of their day out of office, visiting schools, homes, institutions, and kindergartens to introduce and adjust their products. These visits require careful planning and organization, and the consultants need to be able to work on-the-go. However, the company was using a system that did not support mobile work, which was a significant challenge.