Explore client engagements across North America, Europe and Australia, spanning long-term managed services, platform enhancements, integrations, automation and AI. See the challenges addressed, our approach and the outcomes delivered.
Filter by platform to see the challenges addressed, our delivery approach and the outcomes achieved.
Compliance & ESG Software
Platform Transformation & Managed Services · 11-Year Relationship
EQS Group needed a managed-services partner to maintain and continuously improve a complex environment spanning Dynamics 365, Salesforce and an integrated data warehouse across multiple international entities. Data synchronisation and integration issues were affecting reporting reliability, while audit and compliance requirements demanded greater data traceability.
Scaleable Solutions managed the Dynamics 365 environment continuously from 2015 to February 2026. Delivery covered CRM customisation, plugin development, SSIS-based data warehouse integrations, data migration and synchronisation, debugging, logging, audit support and reporting enhancements.
When EQS Group transitioned to Salesforce, Scaleable Solutions continued as its managed-services partner. The current engagement covers administration and development across Sales Cloud, CPQ, Service Cloud and Experience Cloud.
11 years of continuous managed services across Dynamics 365 and Salesforce
IT Consulting & Digital Services
Long-Term Dynamics 365 Managed Services · CRM, Integrations & DevOps
A complex Dynamics 365 environment connected to multiple business systems required continuous enhancements, automation and integration management. Accumulated technical debt and fragile integrations were affecting system stability and slowing the delivery of business improvements.
Scaleable Solutions provided ongoing Dynamics 365 managed services covering CRM customisation, ClickDimensions integration, PCF control development, API integrations and DevOps management. Work was delivered through structured sprints, with named specialists providing continuous platform support and improvement.
A more stable and maintainable Dynamics 365 environment
Motorsport & Events
CRM Integration, Campaign Automation & Contract Workflow Delivery
Supercars Australia needed to connect its CRM and campaign-management systems to improve data synchronisation and campaign execution. Inconsistent data was creating manual rework, while sponsor contract creation and approvals relied on processes that required greater automation and control.
Scaleable Solutions built an API integration between the CRM and campaign platforms to synchronise contact data and support automated workflows. Dynamics 365 was integrated with DocuSign to digitise sponsor contract creation, approval and execution. Power Apps and Power Automate solutions were also delivered to support related operational processes and ongoing improvements.
Integrated campaign data and automated sponsor contract workflows
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
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
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
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
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
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 - 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
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