Client Name: Al-AHLIA Corporative Insurance
Project: Dynamics CRM Implementation with Case Management Module customization & AVAYA Integration
Industry: Insurance Agency
Technology: Dynamics CRM, Microsoft SQL Server, Dynamics CRM Outlook Client, Exchange, AVAYA Integration, AIMS ERP Integration

Client Overview:

“Al Ahlia” for Cooperative Insurance is based in Riyadh the capital of kingdom of Saudi Arabia, and it attributes its success to the working group which includes a team of professionals on high level of expertise and competence, this team is responsible for the preparation and design of insurance programs, that suits the work nature of the clients and provides technical consultations to them, as well as to provide various insurance services criteria for world-level innovative. The work team is divided between the company administration and main branches throughout the Kingdom to increase customers, senior businessmen and investors’ confidence in the Company.

Problem Faced:

Al Ahlia Insurance had a business requirement to upgrade and implement the latest version for Microsoft Dynamics CRM and integrate it with the AIMS ERP & AVAYA.

Solution being implemented:

Implementation of Dynamics CRM for Case management module including following:

  • Installation & Configuration of Dynamics CRM
  • Case Process Workflow development
  • Case Escalation workflow development
  • AIMS ERP System integration
  • AVAYA Integration for agent popup application development
  • Customized reporting combining SAMA, AIMS, & AVAYA system.