This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.
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Digitized consulting process for company pension plans
Project duration: 2 months
Brief description
The aim of the project was to support the completion of a digital consulting process within the MS Dynamics CRM system.
Supplement
The following services are provided: Creation of Word templates from the provided sample documents with marking of the corresponding text passages; dynamic creation of Word documents with direct conversion into PDF format; creation of email templates from provided templates; dynamic creation of emails with attachments from the generated PDF documents; creation of Dynamics CRM workflows for sending the generated emails after the occurrence of predefined status values; Generation of lists with predefined format for personnel department, managing directors, payroll accounting and insurance brokers; generation of statistics with predefined formulas and source data fields for further use; setup of a development environment and import of the BAV solution; provision of an extended BAV application with the functionality enhancements described above.
Subject description
The web application is intended to support employees within customer companies in planning and designing their retirement provision measures. It also serves as a basis for communication between employers and employees.
IT project data
- Industries insurance
- Specialist tasks BPM: process realization, consulting, digitalization, insurance, project controlling, project handling, project management, project manager, project planning, Reporting, retirement provisions
- DP tasks standard software development
- System environments Client/Server, standard software: CRM systems, standard software: industry systems
- Procedure model Kanban
- Databases MS SQL Server
- Development and test tool MS Team Foundation Server TFS
- Standard software and BI Microsoft Dynamics CRM
Project period12.01.2017 - 07.03.2017
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