<img alt="" src="https://secure.wauk1care.com/164394.png" style="display:none;">

OCTOPUS INVESTMENTS: CRM IMPLEMENTATION

Octopus Investments, a leading UK-based investment firm, sought to enhance its Customer Relationship Management (CRM) system to support its rapid growth and complex operations. With a focus on scalability, seamless integration, and improved user engagement, they turned to nFocus for expertise in implementing Dynamics 365.

Spanning ten countries and involving over 100 integration points, the 12-month project presented several challenges, including user engagement, complex system integrations, and large-scale data migration. nFocus conducted a comprehensive health check of existing processes, developed a robust test strategy, and executed 400+ end-to-end integration scenarios.

By applying an agile methodology, nFocus ensured flexibility in adapting to evolving requirements while keeping business users engaged throughout the project.
Octopus Investments Case Study

 

Their structured approach covered system integration testing, user acceptance testing, and data migration, successfully transferring millions of records while maintaining accuracy.

The result was a seamless transition to Dynamics 365, delivering a more efficient, scalable, and user-friendly CRM. Octopus Investments benefited from a well-tested, high-performing system that met business needs without disrupting daily operations. Delivered on time and within budget, the project reinforced nFocus’ expertise in large-scale CRM transformations.

PROUDLY WORKING WITH:

kier
microsoft
brewin-dolphin
axa
harrods
nfocus
microsoft

Find us

Head Office: nFocus Testing, e-Innovation Centre, Priorslee, Telford, Shropshire TF2 9FT

nFocus Norwich Office: 51-59 Rose Ln, Norwich NR1 1BY

Contact us

0370 242 6235

info@nfocus.co.uk

Terms and conditions

© 2012-2018 nFocus Limited. All rights reserved. The information on this website (and its associated Blog and Twitter feed) is for general interest only and should not be considered professional advice. Any action or inaction taken as a result of this information is not the responsibility of nFocus Testing. Professional advice should always be sought in relation to software testing. Company registration number (3942714)