Background
Generation Homes is a New Zealand residential construction business known for its Fixed Price Guarantee and transparent 14-step Build Process. Growth created a need for better visibility across customers, projects, workflows, and performance.
Business need
An outdated CRM created duplicate information and limited the customer journey view. Generation Homes also needed to replace ageing servers and connect CRM more effectively with business management and accounting software.
The solution
Following strategic workshops, OA Systems implemented Dynamics 365 Customer Engagement as a configurable cloud platform for sales, reporting, customer information, and construction management.
The solution centralised key data, reduced duplication, streamlined workflows, and improved project visibility.
Key results
- Outdated CRM system replaced with a more connected way of managing customer and project information.
- Reduced duplication and supported one version of the truth.
- Improved visibility across customer journeys, workflows, and project information.
- Enhanced management reporting, productivity measurement, and employee feedback.
- Automation of construction management processes.
- Ageing server infrastructure replaced with a cloud-based CRM platform.
- Better coaching, one-to-one sessions, and recruitment conversations.
"We have complete visibility as the construction management has been automated and that has been phenomenal."Sharon Pepper, Financial Controller