Proof of concept for Dynamics CRM integration

Tender description

Why the Work is Being Done Valleys To Coast (Social Housing Organisation) is in the process of decommissioning a legacy housing management system. Part of this work will require modifying our Dynamics based CRM so that it points at our current housing management system (Castleton Housing) instead of the legacy Housing Management System (Northgate). Problem to Be Solved Our colleagues in customer services can only access customer and tenancy related data that is stored in our legacy housing management system via the CRM. We would like to reconfigure our CRM so that it's pointing at our current housing management system which is largely operational. Who Are the Users As a customer services colleague, I need to access customer related information so that I can efficiently deal with queries and requests based on information that the organisation holds. Early Market Engagement We have had a 'Statement of Work' from our current Microsoft Dynamics development partner. Work Already Done We have had some development work done by a previous supplier in 2016 that created integrations between the CRM and Northgate (Oracle based Housing Management System) and Total Repairs (SQL based repairs system). Existing Team There is an existing IT team. The team consists of Project managers, Business Analysts and Developers. Current Phase Not applicable Work Location Valleys To Coast is based in Bridgend, Wales. Working Arrangments We would like our teams to be involved in the implementation of the solution so they are involved in key decisions and have input into the design of the proof of concept. Arrangements for this will be agreed jointly with the appointed supplier. Security Clearance Additional T&Cs Skills & Experience A portfolio of successful Microsoft Dynamics implementations Demonstrate experience of SQL development in the context of integrations Demonstrate experience of working with Scribe/Oracle Nice to Haves Previous experience of working with social housing organisations. Previous experience of working with Castleton Housing Management system Previous experience of working with Northgate Housing Management system No. of Suppliers to Evaluate 3 Proposal Criteria Proof of concept Approach and methodology Value for money Cultural Fit Criteria Work as a team with our organisation and other suppliers Be transparent and collaborative when making decisions Share knowledge and experience with other team members Payment Approach Fixed price Assessment Method Written proposal Evaluation Weighting Technical competence 70% Cultural fit 10% Price 20% Questions from Suppliers Budget range up to £10k