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Case Study
Zones redefines the
workplace experience
Avanade helps keep digital sales implementation on track
Business situation
Zones, a global technology provider, has
ambitious financial and growth goals, but
its workplace processes and technology
foundation weren’t yet structured to
support its plans. When selling is your
business, a streamlined and user-friendly
sales platform is more than just a nice
to have – it’s the heart of your operation
– which is why it was so important for
Zones to get its digtial sales and service
implementation right.
Zones’ legacy CRM application didn’t
drive “solution-selling” behavior, offer
sales opportunity tracking or provide
mobile access to sales representatives
in the field. In addition, data duplication
across disparate platforms was causing
operational inefficiencies, and with
multiple user interfaces, the entire sales
technology platform was cumbersome
to use. For a company that offers more
than 250,000 products and solutions from
2,000 leading IT manufacturers, as well as
a broad portfolio of professional services,
providing employees with enhanced digital
workplace capabilities was vital.
And with growth plans requiring the on
boarding of hundreds of sales people
over the next few years, the faster the
company could get people up to speed
with the new CRM system, and the faster
employees could gain visibility to products
and services, the more successful Zones
would be.
A Microsoft Dynamics CRM implementation
was initiated with another vendor, but when
problems arose in the early stages, Zones
turned to Avanade to get the project on
the right track again. “We chose to work
with Avanade because of their breadth
of resources, and how rapidly they were
able to come up to speed, understand
what we were trying to accomplish,
and put together an operational execution
plan to help us get there,” said Anwar
Jiwani, senior vice president of Operations
and CIO, Zones.
Collaboration, technical
expertise and quick
up-take all essential
to success
From the start, Avanade demonstrated
its ability to hit the ground running and
align with Zones’ fast-paced, customer-
focused culture. After evaluating the
implementation’s status and scope,
Avanade formulated a development plan
and instituted a structured yet adaptable
change control process to enable rapid
decision-making to keep the project
moving forward.
Teamwork for an integrated,
powerful solution
The Avanade team – comprised of onshore
and offshore resources – designed the
Dynamics CRM 2015 Sales and Service
modules to integrate with Zones’ legacy
Microsoft Dynamics AX ERP solution and
Oracle eCommerce system. In addition,
the CRM solution needed to host a new
order management user experience being
built by Zones’ internal IT group in a
parallel work stream. Avanade supported in
the development of the order management
solution, embedding it directly into the
Dynamics CRM user experience. The
quoting and ordering system integrates
with Zones’ sales pipeline, providing a
360-degree customer view.
“Bringing everything together with two
parallel streams is challenging; that’s
where collaboration was key. The Avanade
and Zones teams worked extremely well
together,” said Jiwani.
Avanade facilitated the migration of
more than 10 million records, leveraging
Scribe Software and Microsoft SQL Server
Integration Services (SSIS).
Robust business intelligence, made better
Avanade partnered with Zones’ business
intelligence (BI) teams to design a
data model that would meet the sales
leadership’s evolving analytical needs
and provided expertise on extracting data
from the CRM platform. Ultimately, this
refinement means a smooth customer
experience downstream.
For example, Zones’ field sellers regularly
address and resolve customer needs, such
as requirements for additional hardware.
Prior to the new CRM system, account
executives – who are not in the field –
may not have been aware of such activity.
Now, account executives have centralized
access to all customer information,
enabling them to better predict customer
needs and remain close to the ground.
Rapid deployment for 1,600 users
The initial pilot group involved 50 users
and ran for six weeks. Zones was so
thrilled with the results, the deployment
schedule was accelerated for the rest of
the company. Four months later, with
Avanade’s support, all 1,600 employees
were migrated to the new platform.
The solution’s scalability and ease of use
will enable the onboarding process for
the dramatic increase in sales people being
hired in the next couple of years.
Benefits: New digital
workplace capabilities
to fuel growth
With the new digital sales and service
platform, Zones has gained workplace
capabilities to improve productivity and
customer service. Zones is now better
able to manage the extended customer
experience landscape, from order
management workflow to integration
with ERP and e-commerce systems all from
a single user interface.
Specific benefits include:
•	 An improved customer experience
-	 While Zones’ customers don’t interact
directly with the system, they do
benefit from it. Through the power of
collaboration, Zones employees are
able to engage the right people at the
right time to address account issues
and process orders more quickly –
thereby reducing the overall number
of touchpoints for the end customer.
•	 Access to the right information, when
and where needed
-	 For sales leaders, visibility into a
reliable sales pipeline allows them to
better forecast business and identify
where focus is required.
-	 For Zones’ OEM partners, the sharing
of an accurate product pipeline and
the rapid and reliable receipt of deal
registrations builds trust and opens up
additional partnering opportunities.
-	 For Zones’ sellers in the field, mobile
access to the CRM solution provides
real-time information when they need
it most – in face-to-face meetings
with customers.
Case Study
Zones
©2016 Avanade Inc. All rights reserved.
About Avanade
Avanade is the leading provider of innovative digital
and cloud services, business solutions and design-
led experiences for its clients, delivered through
the power of people and the Microsoft ecosystem.
Our professionals combine technology, business
and industry expertise to build and deploy solutions
to realize results for clients and their customers.
Avanade has 29,000 digitally connected people
across 23 countries, bringing clients the best thinking
through a collaborative culture that honors diversity
and reflects the communities in which we operate.
Majority owned by Accenture, Avanade was founded
in 2000 by Accenture LLP and Microsoft Corporation.
Learn more at www.avanade.com
©2016 Avanade Inc. All rights reserved. The Avanade
name and logo are registered trademarks in the U.S. and
other countries. Other brand and product names are
trademarks of their respective owners.
North America
Seattle
Phone +1 206 239 5600
America@avanade.com
South America
Sao Paulo
Phone +55 (11) 5188 3000
LatinAmerica@avanade.com
Africa
Pretoria
Phone +27 12 622 4400
SouthAfrica@avanade.com
Asia-Pacific
Australia
Phone +65 6592 2133
AsiaPac@avanade.com
Europe
London
Phone +44 (0) 20 7025 1000
Europe@avanade.com
•	 Transforming sales: team selling is now
a reality
-	 The CRM-powered engagement
model provides a mechanism for
account executives to engage the
appropriate technical and sales
resources, facilitating collaboration
and driving team effectiveness.
-	 All account team members now have
access to a single, shared view of
the customer, allowing them to work
cohesively to deliver a unified
customer experience.
•	 Business process optimization:
supporting sales through effective back
office engagement
-	 By tightly integrating sales support
interactions into the seller’s CRM
experience, Avanade was able to break
down the walls between Sales and
Sales Support resulting in faster order
processing times.
-	 Dynamics CRM’s process-centric user
interface supported the roll out of
a standardized sales process which
drives consistency in approach and
reduces the learning curve for those
new hires.
“Having engagement and alignment with Avanade
at a senior level was key to the success of this
implementation. Working with Avanade was a very
positive experience.”
– Anwar Jiwani, SVP, Operations and CIO, Zones
•	 IT simplified
-	 Management of the IT environment
is greatly simplified for Zones’ IT
group now that a common technology
platform, automated processes,
user-friendly interfaces and a modern
web service layer are in place. And
data duplication is no longer an issue.
Zones’ technology platform has been
transformed from a growth constraint into
an enabler for the future. Due to this digital
workplace solution’s greatly enhanced
flexibility, scalability and functionality,
the company’s ambitious growth objectives
are now within reach.
Jiwani explains, “Technology is changing
all the time. Now we have the digital
foundation and framework to take
advantage of opportunities as they arise.”
Company overview
Zones, Inc., supports business, healthcare,
the public sector and specialty markets by
applying innovative technology solutions
across a variety of specializations including
networking, security, software, storage,
mobility, data center and virtualization.
Zones holds the highest levels of technical
certification from every key solution
provider it represents. Incorporated in
1988, Zones is headquartered in Auburn,
Wash., and is a certified MBE company.
Case Study
Zones

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zones-crm-case-study

  • 1. Case Study Zones redefines the workplace experience Avanade helps keep digital sales implementation on track Business situation Zones, a global technology provider, has ambitious financial and growth goals, but its workplace processes and technology foundation weren’t yet structured to support its plans. When selling is your business, a streamlined and user-friendly sales platform is more than just a nice to have – it’s the heart of your operation – which is why it was so important for Zones to get its digtial sales and service implementation right. Zones’ legacy CRM application didn’t drive “solution-selling” behavior, offer sales opportunity tracking or provide mobile access to sales representatives in the field. In addition, data duplication across disparate platforms was causing operational inefficiencies, and with multiple user interfaces, the entire sales technology platform was cumbersome to use. For a company that offers more than 250,000 products and solutions from 2,000 leading IT manufacturers, as well as a broad portfolio of professional services, providing employees with enhanced digital workplace capabilities was vital. And with growth plans requiring the on boarding of hundreds of sales people over the next few years, the faster the company could get people up to speed with the new CRM system, and the faster employees could gain visibility to products and services, the more successful Zones would be. A Microsoft Dynamics CRM implementation was initiated with another vendor, but when problems arose in the early stages, Zones turned to Avanade to get the project on the right track again. “We chose to work with Avanade because of their breadth of resources, and how rapidly they were able to come up to speed, understand what we were trying to accomplish, and put together an operational execution plan to help us get there,” said Anwar Jiwani, senior vice president of Operations and CIO, Zones.
  • 2. Collaboration, technical expertise and quick up-take all essential to success From the start, Avanade demonstrated its ability to hit the ground running and align with Zones’ fast-paced, customer- focused culture. After evaluating the implementation’s status and scope, Avanade formulated a development plan and instituted a structured yet adaptable change control process to enable rapid decision-making to keep the project moving forward. Teamwork for an integrated, powerful solution The Avanade team – comprised of onshore and offshore resources – designed the Dynamics CRM 2015 Sales and Service modules to integrate with Zones’ legacy Microsoft Dynamics AX ERP solution and Oracle eCommerce system. In addition, the CRM solution needed to host a new order management user experience being built by Zones’ internal IT group in a parallel work stream. Avanade supported in the development of the order management solution, embedding it directly into the Dynamics CRM user experience. The quoting and ordering system integrates with Zones’ sales pipeline, providing a 360-degree customer view. “Bringing everything together with two parallel streams is challenging; that’s where collaboration was key. The Avanade and Zones teams worked extremely well together,” said Jiwani. Avanade facilitated the migration of more than 10 million records, leveraging Scribe Software and Microsoft SQL Server Integration Services (SSIS). Robust business intelligence, made better Avanade partnered with Zones’ business intelligence (BI) teams to design a data model that would meet the sales leadership’s evolving analytical needs and provided expertise on extracting data from the CRM platform. Ultimately, this refinement means a smooth customer experience downstream. For example, Zones’ field sellers regularly address and resolve customer needs, such as requirements for additional hardware. Prior to the new CRM system, account executives – who are not in the field – may not have been aware of such activity. Now, account executives have centralized access to all customer information, enabling them to better predict customer needs and remain close to the ground. Rapid deployment for 1,600 users The initial pilot group involved 50 users and ran for six weeks. Zones was so thrilled with the results, the deployment schedule was accelerated for the rest of the company. Four months later, with Avanade’s support, all 1,600 employees were migrated to the new platform. The solution’s scalability and ease of use will enable the onboarding process for the dramatic increase in sales people being hired in the next couple of years. Benefits: New digital workplace capabilities to fuel growth With the new digital sales and service platform, Zones has gained workplace capabilities to improve productivity and customer service. Zones is now better able to manage the extended customer experience landscape, from order management workflow to integration with ERP and e-commerce systems all from a single user interface. Specific benefits include: • An improved customer experience - While Zones’ customers don’t interact directly with the system, they do benefit from it. Through the power of collaboration, Zones employees are able to engage the right people at the right time to address account issues and process orders more quickly – thereby reducing the overall number of touchpoints for the end customer. • Access to the right information, when and where needed - For sales leaders, visibility into a reliable sales pipeline allows them to better forecast business and identify where focus is required. - For Zones’ OEM partners, the sharing of an accurate product pipeline and the rapid and reliable receipt of deal registrations builds trust and opens up additional partnering opportunities. - For Zones’ sellers in the field, mobile access to the CRM solution provides real-time information when they need it most – in face-to-face meetings with customers. Case Study Zones ©2016 Avanade Inc. All rights reserved.
  • 3. About Avanade Avanade is the leading provider of innovative digital and cloud services, business solutions and design- led experiences for its clients, delivered through the power of people and the Microsoft ecosystem. Our professionals combine technology, business and industry expertise to build and deploy solutions to realize results for clients and their customers. Avanade has 29,000 digitally connected people across 23 countries, bringing clients the best thinking through a collaborative culture that honors diversity and reflects the communities in which we operate. Majority owned by Accenture, Avanade was founded in 2000 by Accenture LLP and Microsoft Corporation. Learn more at www.avanade.com ©2016 Avanade Inc. All rights reserved. The Avanade name and logo are registered trademarks in the U.S. and other countries. Other brand and product names are trademarks of their respective owners. North America Seattle Phone +1 206 239 5600 America@avanade.com South America Sao Paulo Phone +55 (11) 5188 3000 LatinAmerica@avanade.com Africa Pretoria Phone +27 12 622 4400 SouthAfrica@avanade.com Asia-Pacific Australia Phone +65 6592 2133 AsiaPac@avanade.com Europe London Phone +44 (0) 20 7025 1000 Europe@avanade.com • Transforming sales: team selling is now a reality - The CRM-powered engagement model provides a mechanism for account executives to engage the appropriate technical and sales resources, facilitating collaboration and driving team effectiveness. - All account team members now have access to a single, shared view of the customer, allowing them to work cohesively to deliver a unified customer experience. • Business process optimization: supporting sales through effective back office engagement - By tightly integrating sales support interactions into the seller’s CRM experience, Avanade was able to break down the walls between Sales and Sales Support resulting in faster order processing times. - Dynamics CRM’s process-centric user interface supported the roll out of a standardized sales process which drives consistency in approach and reduces the learning curve for those new hires. “Having engagement and alignment with Avanade at a senior level was key to the success of this implementation. Working with Avanade was a very positive experience.” – Anwar Jiwani, SVP, Operations and CIO, Zones • IT simplified - Management of the IT environment is greatly simplified for Zones’ IT group now that a common technology platform, automated processes, user-friendly interfaces and a modern web service layer are in place. And data duplication is no longer an issue. Zones’ technology platform has been transformed from a growth constraint into an enabler for the future. Due to this digital workplace solution’s greatly enhanced flexibility, scalability and functionality, the company’s ambitious growth objectives are now within reach. Jiwani explains, “Technology is changing all the time. Now we have the digital foundation and framework to take advantage of opportunities as they arise.” Company overview Zones, Inc., supports business, healthcare, the public sector and specialty markets by applying innovative technology solutions across a variety of specializations including networking, security, software, storage, mobility, data center and virtualization. Zones holds the highest levels of technical certification from every key solution provider it represents. Incorporated in 1988, Zones is headquartered in Auburn, Wash., and is a certified MBE company. Case Study Zones