MetaDesign Solutions
MetaDesign SolutionsEnd-to-end solutions and support for a Leading Multinational Contact Lens company
Overview
The company contacted MetaDesign Solutions to develop a solution which would modernize and streamline their operations. The client was facing several logistical issues as well as problems in keeping track of client orders and their own inventory.
about the client
Our client is a high-performance multinational contact lens company focused exclusively on providing lenses for leading independent eye care professionals. Their hybrid contact lenses can transform vision for patients even with debilitating eye problems.
They maintain an extensive database of clients as well as their inventory which can track individual accounts and their requirements from them.
Industry Domain
Allied Healthcare Services
Service Category (Service-line)
Enterprise Applications (CRM Solution)
Technologies Used
Microsoft
Dynamics
CRM
Challenges
Outdated Legacy Systems: The client’s legacy systems legacy systems were significantly outdated, creating inefficiencies and making it difficult to manage their extensive client list and large volumes of data effectively.
Data Synchronization and Integration Issues: The process of syncing user and sales data with their CRM was cumbersome and prone to errors. The lack of seamless integration between systems led to data silos, hindering accurate and timely data management.
Scalability for Global Expansion: With ambitions to further expand globally, the client required a comprehensive solution that could manage logistics, sales, and customer data across multiple regions, necessitating meticulous planning and robust system capabilities.
Solution Scope and Services
MDS business analysts extensively studied the client’s business processes, roadmaps, regulatory requirements and legacy systems. Our subject matter experts and architects conducted joint discussions with the customer to completely ascertain the customer’s requirements. After consideration, the MDS team implemented a Microsoft Dynamics CRM solution tailored to their unique needs within a short timeframe. This custom solution provides Customer Service & Consultation Integration with CRM, Data Integration for sales and fits.
A dashboard was also developed to view and manage this data effectively.
The MDS team created multiple software component solutions to deliver the following:
Dashboards and Report
Our client’s implementation in Microsoft Dynamics RM has allowed the organization to keep track of all sales and fits data for each lens for every account across different regions. This custom solution helped them in making the process transparent. A major benefit of the solution that it was extremely quick to implement and would deliver results quickly. The revamped user experience with the dashboard allowed their employees to easily visualize real-time sales and fits data and therefore provide better customer service as a result.
The end result was a more robust and scalable system of operations which streamlined the client’s internal business requirements and management process.
Leads and Conversation Data Management
Developed a sync utility which could synchronize all leads and customer conversation records to Microsoft Dynamics.
Data Synchronization
Developed a Windows service which can synchronize user and sales data from the customer’s own sales database with their Microsoft Dynamics CRM. This service can also transfer data to track conversion, sales and leads in Dynamics CRM.
Results
SynergEyes implementation in Microsoft Dynamics RM has allowed the organization to keep track of all sales and fits data for each lens for every account across different regions. This custom solution helped SynergEyes in making the process transparent. A major benefit of the solution that it was extremely quick to implement and would deliver results quickly. The revamped user experience with the Dashboard allowed SynergEyes’ employees to easily visualize real-time sales and fits data and therefore provide better customer service as a result.
The end result was a more robust and scalable system of operations which streamlined the client’s internal business requirements and management process.