Case studies

Customer success stories

See how OA Systems helps New Zealand organisations solve real business problems using Microsoft Dynamics 365 Customer Engagement, Dataverse, and the Power Platform.

Our customer projects span CRM modernisation, Power Apps, portals, field service, workflow automation, system integration, reporting, and custom development.

Venture Taranaki case study

New CRM Solution

Venture Taranaki Trust

Dynamics CRM improved information sharing, reporting, and client activity tracking.

  • Improved recording of client interactions.
  • Faster, more accurate stakeholder reporting.
  • A system shaped around unique projects and processes.
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Surf Life Saving New Zealand case study

New CRM Solution

Surf Life Saving New Zealand

Dynamics CRM modernised membership, club administration, and patrol management.

  • Modernised membership and club administration.
  • Member self-service through an integrated portal.
  • Reduced patrol admin so lifeguards can focus on saving lives.
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Horticom case study

New CRM & Resco Solution

Horticom

Dynamics CRM and Resco helped improve customer engagement and sales opportunity visibility.

  • Sales teams enabled to work on the road and offline.
  • Follow-up planning and opportunity tracking simplified.
  • Better sales decisions through more comprehensive data.
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Civtec case study

Dynamics CRM & Resco Field Service

Civtec

Dynamics 365 and Resco Field Service streamlined field work, inspections, and work orders.

  • Multiple field service applications replaced with one app.
  • Work orders, inspections, and technician bookings streamlined.
  • Field capture of time, materials, notes, and attachments enabled.
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Generation Homes case study

New Dynamics CRM Solution

Generation Homes

Dynamics 365 Customer Engagement improved construction management and customer experience.

  • Automated construction management processes.
  • Improved access to customer and project information.
  • Better management visibility, coaching, and productivity feedback.
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More to come