Meritech’s IT Overhaul with Dynamics 365 and Power Apps Streamlines Operations

Meritech Engineering is dedicated to upholding the highest standards of integrity and quality, with a clear focus on client needs. The company excels in municipal design and construction, offering innovative, cost-effective, and environmentally sustainable solutions.

Backed by a collaborative team with a diverse skill set and extensive experience, Meritech Engineering is well-prepared to meet client demands. As the industry progresses, the firm takes a proactive approach to project ownership and results delivery, emphasizing not just infrastructure development but also the enhancement of community well-being.

 

 

Customer Challenges

The organization’s outdated system struggled with modern demands, leading to consideration of an upgrade or replacement. Its limited configuration capabilities restricted customization, which could have been improved for better flexibility. The user interface was complex and unintuitive, reducing operational efficiency; a redesign might have enhanced user experience. Additionally, inadequate reporting features failed to provide useful data analysis, affecting decision-making. Lack of integration with financial systems caused data silos, highlighting the need for seamless integration to improve efficiency.

 

 

Partner Solutions

DataInvent Systems recommended Dynamics 365 Project Service Automation to the client for its robust capabilities in sales process management, project management, and employee management. The CRM’s powerful editing features allowed for the customization of tables to enhance the client’s daily data management. SSRS was utilized to create reports that support the management team in making informed decisions. The system’s APIs facilitated the seamless transfer of sales contracts to the financial backend, and Power Automate was employed for custom integrations with SharePoint and QuickBooks, as well as for various email notifications.

 

 

Customer Benefits

DataInvent Systems recommended Dynamics 365 Project Service Automation for its robust capabilities in managing sales processes, projects, and employees. The CRM’s powerful editing features allowed for customized tables, enhancing daily data management. SSRS created detailed reports that supported informed decision-making. APIs enabled smooth transfer of sales contracts to the financial backend, while Power Automate facilitated custom SharePoint and QuickBooks integrations and automated email notifications.

 

• Dynamics 365 Project Service Automation enhanced data management with advanced features for sales, projects, and employees, enabling customized tables for more effective and efficient data handling.
• SSRS generated detailed reports that provided valuable insights, helping the management team make well-informed business decisions by presenting clear and actionable data.
• APIs facilitated the smooth transfer of sales contracts to the financial backend, and Power Automate handled custom SharePoint and QuickBooks integrations, along with automated email notifications.

 

 

Technologies: