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    Switzerland Global Enterprise — long-term CRM and platform partnership
    Export- und Standortförderungsorganisation

    A multi-year strategic partnership since 2020

    Strategic CRM and platform partner for the national export and investment promotion organisation

    Client

    Export- und Standortförderungsorganisation

    Industry

    Öffentlicher Sektor

    Duration

    seit 2020 — laufend

    Team

    dediziertes Team mit Run-, Change- und Test-Profilen

    Challenge

    A federal- and cantonal-mandated organisation for export and investment promotion serves a wide range of stakeholders — international investors, companies in international business, cantons, innovation parks, internal consultants. The underlying CRM and marketing platform must be stable in operations, secure in its integrations and at the same time fast to evolve.

    Solution

    Over the years we built and operated several interlinked modules together with the customer:

    • Cloud migration of the existing on-premises CRM into the Microsoft cloud.
    • Introduction of PSA and the subsequent migration to Dynamics 365 Project Operations for internal engagement and resource management.
    • Azure API Management (APIM) as a central integration and security layer for internal and external partners.
    • Dynamics 365 Marketing and Customer Insights for campaigns, newsletters and data-driven communication.
    • FDI Portal V1 and V2 as the central platform for international investors.
    • CRM run, test management, bug fixing and maintenance across multiple years and contracts.

    The value lies in continuity: the same team has known the platform, the history and the stakeholders for years and can deliver both strategic programmes and day-to-day requests.

    Results

    1

    Multi-year stable partnership (run, change and new programmes from one team)

    2

    Modern cloud CRM with a clear integration and marketing layer

    3

    FDI portal as the central platform for international investors

    4

    Continuous evolution across many programmes

    5

    Reliable operations (CRM run, test management, bug fixing, maintenance)

    Technologies

    Microsoft Dynamics 365 SalesMicrosoft Dynamics 365 CRMMicrosoft Dynamics 365 SalesDynamics 365 Project OperationsMicrosoft Dynamics 365 MarketingDynamics 365 MarketingMicrosoft Dynamics 365 MarketingCustomer InsightsMicrosoft Power PagesPower PagesMicrosoft Power PlatformPower PlatformMicrosoft DataverseMicrosoft DataverseMicrosoft AzureAzure API ManagementMicrosoft AzureAzure DevOps

    Tags

    Dynamics 365Long-term PartnershipCloud MigrationAPIMMarketing AutomationProject Operations

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