On-premise CRM
A stable CRM foundation supporting reliable environmental information management.
Organisation overview
Supporting better environmental oversight
The organisation is an independent public-sector body responsible for safeguarding, enhancing and restoring the environment through scientific expertise, regulatory enforcement and collaboration.
To maintain effective environmental oversight, it needed modern systems that made information easier to access, strengthened reporting and enabled teams to work together more effectively.
The business need
Legacy technology was slowing environmental operations
Outdated systems made monitoring, data analysis and communication more difficult. The organisation required a modern CRM foundation that improved connectivity, reporting and cross-departmental work.
01
Outdated CRM infrastructureLegacy systems reduced efficiency in environmental monitoring
and day-to-day operational work.
02
Complex data integrationLarge volumes of information needed to be integrated and
analysed more effectively.
03
Limited visibilityTeams needed stronger reporting and more consistent
communication across departments.
The connected solution
A modern CRM foundation for insight, integration and collaboration
Vaden Consultancy modernized the organisation’s on-premise CRM environment, upgraded it to Version 9 and connected CRM, SharePoint, Smart Flow and reporting capabilities.
SSIS and SSRS
Stronger data integration and reporting to improve insight and decision-making.
SharePoint and Smart Flow
Connected collaboration and workflow automation across teams.
Microsoft solution consultation
Discuss a practical path to modern environmental operations.
Explore CRM modernization, connected data, reporting and workflow automation with Vaden Consultancy.
Connected operational workflow
A stronger path from data to environmental insight
The modernized solution connects CRM, reporting, collaboration and automation so teams can manage information more consistently and act with better visibility.
Workflow view
CRM informationStructured operational records
SharePoint collaborationConnected documents and teams
Data integrationReliable information flow with SSIS
Smart Flow automationStreamlined workflow follow-through
Vaden Consultancy contribution
Designed for reliable public-sector operations
The implementation modernized legacy technology and brought CRM, integration, reporting and workflow capabilities into a more connected operational environment.
01
CRM Version 9 upgradeCompleted a CRM upgrade to improve functionality, reliability
and performance.
02
Data integration and reportingStrengthened data integration and reporting through SSIS and
SSRS.
03
Connected collaborationIntegrated CRM and SharePoint to improve information access
and collaboration across departments.
04
Automation and server-side syncImplemented Smart Flow automation and Server-Side Sync support
to streamline workflows and connectivity.
Connected data, stronger oversightIntegrated reporting helps teams see operational information more clearly.
Benefits delivered
A more efficient and informed operation
The modernized environment improved CRM reliability while giving teams better access to information, reporting and connected workflows.
✓Improved operational efficiencyEnhanced CRM infrastructure reduced friction in operational
processes.
↗Stronger integration and reportingSSIS and SSRS strengthened information flow and reporting.
≋Reliable system performanceThe CRM upgrade improved system reliability and performance.
+Better collaborationConnected tools and automation supported clearer communication
across the organisation.
“The modernized solution connected CRM, reporting, collaboration and
automation into a more reliable operating environment supporting
stronger environmental oversight and data management.”
