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Housing Management Systems Transformation to Microsoft Dynamics 365
Descriptions
Cornerstone Housing Ltd is undertaking a strategic transformation of its housing management systems, migrating from a fragmented legacy landscape to a unified Microsoft Dynamics 365 (D365) platform. This transformation is planned over a 5-6 year period and is currently in its second year. The program aims to enhance customer service, streamline operations, and improve data-driven decision-making across housing, property, and tenancy services.
2. Background and Current State
- CRM Migration: Completed implementation of a CRM using D365 Customer Service.
- Module implementation: Launched the complaints module in D365 and currently launching a Hazards Module
- Customer Insights: Launched D365 Customer Insights to enhance customer engagement and analytics.
- Program Year: In Year 2 of a 5-6 year transformation roadmap.
3. Program Vision and Objectives
- Unified Platform: Consolidate all housing management functions into D365.
- Customer-Centric Services: Improve tenant experience through integrated case management and insights, including a self service mobile application.
- Operational Efficiency: Streamline property services, asset management, and scheduling.
- Data Integration: Ensure seamless integration with existing finance systems and other core platforms.
4. Scope of Future Work (2025-2026)
4.1 Property Services and Asset Management
- Migration of property services and asset management systems to D365 Field Service. This includes, repairs raising and scheduling
- Implementation of scheduling and resource management capabilities.
4.2 Tenancy Management
- Introduction of additional tenancy management processes (e.g. rent arrears, tenancy changes).
4.3 Integration Requirements
- Expert integration of D365 modules with the existing finance system.
- Data migration and transformation from legacy systems.
- Integration with mobile workforce devices and key finance data back into our finance system.
5. Technical and Functional Requirements
- Platform: Microsoft Dynamics 365 (Customer Service, Field Service, Customer Insights).
- Integration: Azure Integration Services, APIs, and middleware for finance system connectivity if applicable.
- Data Governance: Compliance with GDPR and internal data standards.
- User Experience: Ease of use, accessibility compliance, and role-based interfaces.
- Security: Role-based access control, audit trails, and secure data exchange.
6. Supplier Engagement Objectives
- Demonstrate experience in large-scale D365 implementations in the housing or public sector.
- Provide integration expertise with finance systems or experience working with an expert integration partner.
- Offer strategic guidance on roadmap planning, change management, and user adoption.
- Deliver agile, scalable solutions aligned with our long-term digital strategy.
Timeline
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Tender Regions
CPV Codes
79000000 - Business services: law, marketing, consulting, recruitment, printing and security
75000000 - Administration, defence and social security services
66000000 - Financial and insurance services
71000000 - Architectural, construction, engineering and inspection services
76000000 - Services related to the oil and gas industry
Keywords
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Tender Lot Details
2 Tender Lots
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Possible Competitors
1 Possible Competitors
