How TrellisPoint Solves Enterprise Complexities

Is your company being challenged with growing pains? One of the most frustrating problems for growing enterprise companies is the need for more support to facilitate that growth when your teams are already stretched to their limits.

This is the very issue Debra encountered as COO at a large enterprise manufacturing company.

Without the adequate time, knowledge, and resources to properly set up and improve their use of Microsoft Dynamics 365, their growth was stifled. Their business processes needed optimization to align with the company’s goals of minimizing risk and maximizing ROI, and new initiatives were stalled due to lack of resources. Debra was desperate for a roadmap to leave the chaos behind.

If any of this sounds familiar, keep reading. TrellisPoint is your answer to transforming complex operations with Dynamics 365 or to facilitate moving from on-premises legacy software to the cloud.

Either way, TrellisPoint works as an extension of your team to overcome the lack of time, knowledge, and resources available to you internally by enabling streamlined processes and the ability–AT LAST–to focus on setting your company up for success.

Who are we?

TrellisPoint is a collaborative solution partner with Microsoft, and we’ve been in the Microsoft space since before its CRM inception.

In other words, CRM is in our DNA.

We specialize in solutions and migrations for enterprise companies ready to grow but lacking the resources and ability to devise and implement a strategic plan. Our enterprise clients receive solutions tailored to meet their unique needs and align with their business goals faster and more efficiently.

One thing we are NOT is a solution for everyone. Once we understand a company and its core needs, we assess whether we are the best solution for you, and if not, we’ll be upfront and refer you to the best resources in our network. If we can’t help you, we won’t take your business.

Whether you’re just starting out, migrating, or adding new integrations, our superpower lies in uniting people, processes, and technology to bring you the business results you need.

How TrellisPoint helps clients

TrellisPoint has created an exclusive methodology called the TrellisPoint Success Framework (TPSF). Within this framework, our first priority is to create your elite team of committed industry experts to deeply understand your unique business from the inside out. We can then help you unravel the latest innovations, ensuring that Dynamics 365 matches your business processes and goals.

As partners, we make decisions based on facts, not guesses, co-creating a plan and assembling the needed resources to match your specific needs for an end result of accelerated growth with minimized risk and maximized ROI.

What’s more, this curated success team is scalable. It can grow or shrink as needed–so you’re not stuck with a team that has outgrown your needs. In fact, we make a point to ensure the transfer of knowledge from our experts to your team so you’re never beholden to us for longer than necessary.

As longtime experts in the Microsoft CRM space, we’re able to offer solutions that include other Microsoft stack products such as Office, SharePoint, Teams, Exchange, the Power Platform, and Azure. For streamlined operations through technology, we’ve got you covered.

In short, your TrellisPoint team of experts works with you to:

• Design the plan and prioritize needs
• Build a scalable, fluid model
• Define objectives
• Transfer knowledge

Benefits of working with TrellisPoint

Once we determine that we can help you reach your business goals and you decide you want to work with us, the benefits will become clear:

• Deep research to understand your needs. The initial collaboration and research we do will be unlike any other you’ve experienced. We immerse ourselves and dive deeply into what’s working and what’s not, and create a plan to address the latter as well as the complete picture:
  • Where are the strengths and weaknesses of the in-house teams?
  • What skillsets are missing from the teams and need to be brought in?
  • What tools and technologies are underutilized, and which ones aren’t accomplishing enough and need to be replaced or upgraded?
  • What refinements (or complete revisions) to business processes are needed?
• Clear objectives to minimize risk and maximize ROI. External viewpoints and expertise reveal blind spots contributing to a lack of growth.
• A dedicated team of industry experts who understand your business “why” and have deep knowledge of all the latest technologies and tools brings efficiency and faster resolutions.
• A scalable model allows resource flexibility and can grow or shrink as needed, so you're not stuck with a team that has outgrown your needs. 
• Transfer of knowledge to your team means you're not reliant on our expert resources indefinitely. 
• Availability of purpose-fit solutions that can be created for you, including custom apps, tools, and other unique assets.
• Organizational efficiency. By aligning ourselves with your vision and goals, we create a shared roadmap for efficient support of people, business processes, and technologies.
• Peace of mind. With critical systems and corporate objectives supported, you get precisely what you need without wasting resources and money.

If we’ve piqued your interest, why not reach out to us and find out if our solutions can help your business reach the next level? Remember, not every company will be a good fit for our innovative and customized approach, but we’d love to hear from you and have a conversation.

To learn more about how TrellisPoint can provide solutions to meet your company’s unique needs and align with your business goals faster and more efficiently, contact us at https://trellispoint.com/contact-us/

TrellisPoint FAQ

1. How does TrellisPoint manage the integration of Dynamics 365 with existing on-premises legacy systems during migration to ensure minimal disruption to daily operations?
   
   

   TrellisPoint has a strategic approach to manage the integration of Dynamics 365 with existing on-premises legacy systems during migration. Here are some key points:

   1. TrellisPoint Success Framework (TPSF): TrellisPoint has developed an exclusive methodology called the TrellisPoint Success Framework (TPSF). The first priority within this framework is to create a team of committed industry experts who deeply understand your unique business.

   2. Understanding Business Needs: The team works to ensure that Dynamics 365 matches your business processes and goals. They make decisions based on facts, not guesses, co-creating a plan and assembling the needed resources to match your specific needs.

   3. Streamlined Processes: TrellisPoint works as an extension of your team to overcome the lack of time, knowledge, and resources available to you internally by enabling streamlined processes.

   4. Migration Expertise: TrellisPoint has a track record of successful transitions from Salesforce, Saleslogix, and many other legacy systems.

   5. Unification: This integration allows for a unified experience, smooth data flow, and better utilization of existing tools.

   By following this approach, TrellisPoint ensures minimal disruption to daily operations during the migration process. It’s important to note that the specifics of the migration process may vary depending on the unique needs and circumstances of each organization.

2. What specific metrics or KPIs does TrellisPoint use to measure the success of implementing Dynamics 365 solutions in terms of growth, minimized risk, and maximized ROI for its clients?
   

   TrellisPoint uses a variety of metrics and Key Performance Indicators (KPIs) to measure the success of implementing Dynamics 365 solutions. While the specific KPIs may vary depending on the unique needs and circumstances of each client, here are some general metrics that are often used:

   1. Growth Metrics: These metrics measure the growth of the company after the implementation of Dynamics 365. This could include increases in sales, customer base, market share, etc.

   2. Risk Minimization Metrics: These metrics assess how well the implementation of Dynamics 365 has helped to minimize business risks. This could involve tracking the reduction in operational errors, system downtime, data breaches, etc.

   3. ROI Metrics: Return on Investment (ROI) metrics are used to evaluate the efficiency of the investment in Dynamics 365. This could be measured by comparing the cost of implementation with the financial benefits gained as a result of the implementation.

   4. Operational Efficiency Metrics: These metrics measure improvements in business processes and operational efficiency following the implementation of Dynamics 365.

   5. Customer Satisfaction Metrics: These metrics assess the impact of Dynamics 365 implementation on customer satisfaction levels.

   6. Employee Productivity Metrics: These metrics measure the impact of Dynamics 365 implementation on employee productivity.

   It’s important to note that the success of a Dynamics 365 implementation is not solely determined by these metrics. TrellisPoint also considers qualitative factors such as improved decision-making, better customer relationships, and enhanced business agility.

3. Can TrellisPoint provide case studies or examples of past projects where they have significantly transformed a company's operations using Dynamics 365, highlighting the challenges faced and the solutions implemented?
   

   Yes, TrellisPoint has several case studies that highlight their work with Dynamics 365. Here are a couple of examples:

   1. Litigation Management Inc (LMI): LMI had a basic on-premise CRM system that was not being utilized effectively due to the lack of formal or consistent processes for using the system. The CRM system did not integrate with other key business systems, leading to inefficient business processes. TrellisPoint implemented a new sales process within Microsoft Dynamics 365, which helped to streamline their business.

   2. Earnest & Associates and Ely Enterprises, Inc.: TrellisPoint completed the Discovery Phase for both companies and is in the process of developing a comprehensive Project Roadmap illustrating priorities, deliverables, integration points, and timelines for their D365 projects.

   3. Fortec Medical: Fortec Medical provides mobile surgical technologies to hospitals, surgery centers, and doctors offices. They will be using TrellisPoint’s D365 support services.

   4. Huseman Group: Huseman Group is a construction company that used D365 for sales. TrellisPoint will be assisting them with making modifications to their current platform. 

   5. Pro-Football Hall of Fame: TrellisPoint will be providing the Pro-Football Hall of Fame team training in “train-the-trainer” format for Dynamics 365 Sales.

   These case studies demonstrate how TrellisPoint has helped various organizations overcome their unique challenges and transform their operations using Dynamics 365.

About the author:

TrellisPoint helps businesses grow with our expert optimization of the Microsoft Dynamics 365 and Power Platform suite.

Our customers understand there is no substitute for 20+ years of deep experience transforming and personalizing departments like Sales, Marketing, Project Operations, and Customer Service - all backed by cutting-edge decision-making analytics.