Platform delivery engagements across four countries . spanning managed retainers and project work. These are the actual challenges, approaches, and outcomes . not summaries.
Ten platform delivery engagements across four countries . each with a real challenge, a specific approach, and a measurable result.
Compliance & ESG Software
Platform Transformation & Ongoing Managed Services . 11 Years
EQS Group required a managed services partner to maintain and evolve a complex ecosystem spanning Dynamics 365, Salesforce, and a data warehouse . across multiple international entities. Data inconsistency and integration issues between systems created reporting inaccuracies and operational friction. Audit and compliance requirements added further pressure on data reliability and traceability.
Dynamics 365 managed under a continuous retainer from 2015 through February 2026 . covering CRM customisation, plugin development, SSIS-based data warehouse integration, data migration and synchronisation, debugging and logging improvements, and audit and reporting support. When EQS Group made a strategic decision to migrate the entire platform to Salesforce, Scaleable Solutions was brought in to manage the new Salesforce environment. The Salesforce managed services engagement now covers admin and development across Sales Cloud, CPQ, Service Cloud, and Experience Cloud.
Estimated 30–50% improvement in data consistency across integrated systems
Health Technology
AI-Powered Compliance Document Management
A mid-market German healthtech company managing medical device software was operating under multiple overlapping regulatory frameworks with compliance documentation scattered across shared drives and manual email-based approval chains. A regulatory audit had flagged document versioning inconsistencies.
Scaleable Solutions deployed the CIMS module . built on Microsoft 365 and Power Platform . centralising all compliance documentation in SharePoint, mapped to each regulatory framework in scope. A Copilot-powered AI agent was configured to answer employee compliance queries in plain language. Document approval workflows were integrated with Microsoft Teams Approvals, replacing email-based sign-off across compliance, clinical, and product teams.
Regulatory audit preparation reduced from weeks to days
IT Consulting & Digital Services
Long-Term Dynamics 365 Managed Retainer . CRM, Integrations & DevOps
Ongoing CRM complexity across multiple integrated systems required continuous enhancements, automation, and integration management. Without a specialist team, accumulated technical debt and integration fragility were slowing delivery and impacting system stability.
Long-term Dynamics 365 managed services retainer covering CRM customisation, ClickDimensions integration, PCF control development, API integrations across connected systems, and DevOps management. Continuous sprint-based delivery with named specialist accountability across the client's teams in Canberra, Brisbane, Sydney, and Melbourne.
Estimated 30–50% faster issue resolution across the D365 environment
Motorsport & Events
CRM Integration, Campaign Automation & Contract Workflow Delivery
Supercars Australia needed CRM integration for campaign management and data sync across systems. Inconsistent data between the CRM and campaign platforms was creating manual rework and reducing campaign execution accuracy. Sponsor contract workflows required automation and a reliable digital approval process.
API integration built between the CRM and campaign systems to resolve data sync issues and enable automated contact workflows. DocuSign integrated with Dynamics 365 to automate sponsor contract creation, approval, and execution. Power Platform delivery running in parallel . Power Apps and Power Automate built to support operational processes. Ongoing enhancements across both platforms delivered each sprint.
30–40% of campaign and contract processes automated
Contact Centre Compliance & Technology
Contact Centre CRM Integration . NICE CXone & Dynamics 365
Disparate systems between the NICE inContact/CXone contact centre platform and Dynamics CRM were creating inefficient agent workflows. Agents were switching between systems, data was not flowing in real time, and call handling was slower than necessary.
Integrated NICE CXone with Dynamics 365 CRM . enabling a unified agent interface where contact centre and CRM data were visible on a single screen. Real-time data visibility across both platforms eliminated manual context switching during live calls.
Estimated 25–35% improvement in agent productivity
Manufacturing & Industrial Equipment
Custom Quotation Management System
Quotation process fully manual. Complex pricing logic managed in spreadsheets, approvals handled via email chains, no auditability, and no management visibility on pipeline or quote status. High error rate across a growing sales operation.
Fully custom Power Platform solution . Power Apps front-end for quote entry with complex pricing logic embedded directly in the application, Power Automate approval workflows with automated notifications, and a Power BI dashboard for real-time pipeline and quote status visibility.
Manual quotation process fully automated
SaaS & Communications Technology
CRM-Based Messaging Integration & Custom Channel Delivery
A fast-growing Australian enterprise messaging company needed to consolidate CRM-based messaging across multiple SMS providers . each operating independently, creating fragmentation, poor tracking, and growing reliance on external tools outside the CRM.
SMS providers integrated directly with the CRM platform. Custom messaging channels built to unify outbound and inbound communications within a single environment. Continuous enhancement model established . ongoing delivery of new channel types and CRM messaging features each sprint.
40% reduction in external tool dependency
Software & Technology
Legacy Supply Chain Migration to Microsoft Power Platform
Legacy Microsoft Access-based supply chain system was limiting scalability, cloud adoption, and the ability to support business growth. The system was difficult to maintain and incompatible with modern cloud architecture.
Migrated the entire supply chain system from Microsoft Access to Power Platform . rebuilding the application as a Model-Driven App on Dataverse. Cloud-based architecture enabled modern access controls, scalable data management, and Microsoft 365 integration.
Estimated 30–40% improvement in data accessibility and operational efficiency
Manufacturing & Facilities
CRM Enhancement & Sales Workflow Optimisation
Hufcor required CRM enhancements to support a growing sales team, including improved opportunity management, quoting workflows, and Power Platform integrations to reduce manual processing across the sales operation.
Sales module enhancements, custom opportunity tracking, Power Automate workflows for quoting and approvals, and integration with back-office systems. Delivery structured across sprint cycles with regular stakeholder review.
Sales cycle visibility improved across the operation
Property Technology
Property Management Solution for the UK Market
TechLabs London required specialist Power Platform delivery capability to build a property management solution tailored to the UK market.
Power Platform specialists designed and delivered a property management application built on Power Apps, covering property listings, tenancy management, maintenance workflows, and reporting. Power Automate flows built for notifications, approvals, and process automation specific to UK property management requirements.
Property management solution delivered on time and in scope
Compliance & ESG Software
Platform Transformation & Ongoing Managed Services
Complex CRM, Salesforce, and data warehouse ecosystem across multiple international entities. Data inconsistency, integration issues, and audit/compliance requirements adding pressure on data reliability.
D365 managed under continuous retainer 2015–Feb 2026: CRM customisation, plugin development, SSIS data warehouse integration, data migration, audit and reporting support. When EQS Group migrated to Salesforce, Scaleable Solutions was brought in to manage the new environment across Sales Cloud, CPQ, Service Cloud, and Experience Cloud.
Estimated 30–50% improvement in data consistency | Issue resolution time reduced by estimated 40% | 11 years of uninterrupted delivery through two platforms and a full migration
IT Consulting & Digital Services
Long-Term D365 Managed Retainer — CRM, Integrations & DevOps
Ongoing CRM complexity across multiple integrated systems requiring continuous enhancements, automation, and integration management. Technical debt accumulating without a specialist team.
Long-term D365 managed services retainer: CRM customisation, ClickDimensions integration, PCF development, API integrations, DevOps management. Sprint-based delivery across client teams in Canberra, Brisbane, Sydney, and Melbourne.
Estimated 30–50% faster issue resolution | Improved system stability and user adoption | DevOps pipeline established across environments
Supercars Australia
CRM Integration, Campaign Automation & Contract Workflow Delivery
CRM integration needed for campaign management and data sync. Inconsistent data causing manual rework. Sponsor contract workflows required automation
API integration between CRM and campaign systems. DocuSign integrated with D365 for sponsor contract automation. Power Platform delivery in parallel — Power Apps and Power Automate for operational processes.
Estimated 30–40% of campaign and contract processes automated | Sponsor contract accuracy improved | CRM-to-campaign data sync resolved
Contact Centre Compliance & Technology
Contact Centre CRM Integration — NICE CXone & Dynamics 365
Disparate systems between NICE inContact/CXone contact centre platform and Dynamics CRM causing inefficient agent workflows and slow call handling.
NICE CXone integrated with Dynamics 365 CRM — unified agent interface with real-time data visibility. Eliminated manual context switching during live calls.
Estimated 25–35% improvement in agent productivity | Estimated 20% faster response times | Real-time CRM data visible within the contact centre platform
Enterprise Messaging Platform
CRM-Based Messaging Integration & Custom Channel Delivery
Multiple SMS providers operating independently, creating fragmentation and poor tracking across customer communications.
SMS providers integrated with CRM. Custom messaging channels built for unified communications. Continuous enhancement model established each sprint.
40% reduction in external tool dependency | Unified messaging from within CRM | Improved tracking across all customer communications
Manufacturing & Facilities
CRM Enhancement & Sales Workflow Optimisation
CRM enhancements needed for growing sales team — opportunity management, quoting workflows, and Power Platform integrations.
Sales module enhancements, custom opportunity tracking, Power Automate quoting and approval workflows, back-office system integration.
Sales cycle visibility improved | Quoting time reduced through workflow automation | Manual processing reduced across the sales operation
Compliance & ESG Software
Platform Transformation & Ongoing Managed Services
Complex CRM, Salesforce, and data warehouse ecosystem across multiple international entities. Data inconsistency, integration issues, and audit/compliance requirements adding pressure on data reliability.
D365 managed under continuous retainer 2015–Feb 2026: CRM customisation, plugin development, SSIS data warehouse integration, data migration, audit and reporting support. When EQS Group migrated to Salesforce, Scaleable Solutions was brought in to manage the new environment across Sales Cloud, CPQ, Service Cloud, and Experience Cloud.
Estimated 30–50% improvement in data consistency | Issue resolution time reduced by estimated 40% | 11 years of uninterrupted delivery through two platforms and a full migration
HealthTech GmbH
AI-Powered Compliance Document Management
Compliance documentation scattered across shared drives with manual email-based approval chains. Multiple overlapping regulatory frameworks. Audit flagged document versioning inconsistencies.
CIMS module deployed on Microsoft 365 and Power Platform. Compliance documentation centralised in SharePoint. Copilot AI agent configured for plain-language compliance queries. Teams Approvals integrated replacing email sign-off.
Regulatory audit preparation reduced from weeks to days | Complete audit trail established | Manual approval chains eliminated across compliance, clinical, and product teams
Supercars Australia
CRM Integration, Campaign Automation & Contract Workflow Delivery
CRM integration needed for campaign management and data sync. Inconsistent data causing manual rework. Sponsor contract workflows required automation
API integration between CRM and campaign systems. DocuSign integrated with D365 for sponsor contract automation. Power Platform delivery in parallel — Power Apps and Power Automate for operational processes.
Estimated 30–40% of campaign and contract processes automated | Sponsor contract accuracy improved | CRM-to-campaign data sync resolved
Manufacturing & Industrial Equipment
Custom Quotation Management System
Quotation process fully manual — complex pricing logic in spreadsheets, approvals via email chains, no auditability or management pipeline visibility.
Fully custom Power Platform solution — Power Apps front-end with embedded pricing logic, Power Automate approval workflows, Power BI pipeline dashboard.
Manual quotation process fully automated | Full audit trail across all quotes and approvals | Management pipeline visibility established for the first time
Enterprise Messaging Platform
CRM-Based Messaging Integration & Custom Channel Delivery
Multiple SMS providers operating independently, creating fragmentation and poor tracking across customer communications.
SMS providers integrated with CRM. Custom messaging channels built for unified communications. Continuous enhancement model established each sprint.
40% reduction in external tool dependency | Unified messaging from within CRM | Improved tracking across all customer communications
Westwood Software Limited
Legacy Supply Chain Migration to Microsoft Power Platform
Legacy Microsoft Access-based supply chain system limiting scalability, cloud adoption, and business growth.
Migrated supply chain system from Microsoft Access to Power Platform — rebuilt as Model-Driven App on Dataverse. Cloud-based architecture with Microsoft 365 integration.
Estimated 30–40% improvement in data accessibility and operational efficiency | Legacy Access system retired | Scalable cloud-native application delivered
Manufacturing & Facilities
CRM Enhancement & Sales Workflow Optimisation
CRM enhancements needed for growing sales team — opportunity management, quoting workflows, and Power Platform integrations.
Sales module enhancements, custom opportunity tracking, Power Automate quoting and approval workflows, back-office system integration.
Sales cycle visibility improved | Quoting time reduced through workflow automation | Manual processing reduced across the sales operation
TechLabs London
Property Management Solution for the UK Market
Specialist Power Platform delivery required to build a property management solution tailored to the UK market.
Specialist Power Platform delivery required to build a property management solution tailored to the UK market.
Specialist Power Platform delivery required to build a property management solution tailored to the UK market.
Compliance & ESG Software
Platform Transformation & Ongoing Managed Services
Complex CRM, Salesforce, and data warehouse ecosystem across multiple international entities. Data inconsistency, integration issues, and audit/compliance requirements adding pressure on data reliability.
D365 managed under continuous retainer 2015–Feb 2026: CRM customisation, plugin development, SSIS data warehouse integration, data migration, audit and reporting support. When EQS Group migrated to Salesforce, Scaleable Solutions was brought in to manage the new environment across Sales Cloud, CPQ, Service Cloud, and Experience Cloud.
Estimated 30–50% improvement in data consistency | Issue resolution time reduced by estimated 40% | 11 years of uninterrupted delivery through two platforms and a full migration
HealthTech GmbH
AI-Powered Compliance Document Management
Compliance documentation scattered across shared drives with manual email-based approval chains. Multiple overlapping regulatory frameworks. Audit flagged document versioning inconsistencies.
CIMS module deployed on Microsoft 365 and Power Platform. Compliance documentation centralised in SharePoint. Copilot AI agent configured for plain-language compliance queries. Teams Approvals integrated replacing email sign-off.
Regulatory audit preparation reduced from weeks to days | Complete audit trail established | Manual approval chains eliminated across compliance, clinical, and product teams
