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See how HSO can help your firm
Manufacturing
The advantages of automation, AI, and machine learning have caused a shift toward smart factories and data-driven manufacturers. We help you to become competitive, innovative, and resilient.
Financial Services
How to navigate intense competition, stay in compliance with ever-changing regulations and leverage commercial opportunities. We help you create an IT landscape that enables efficient operations and connects processes and data.
Professional Services
People-centered, client-focused and project-driven: that’s professional services in a nutshell. We design and implement technology solutions that enable better decision-making and effective working.
Retail & Distribution
We modernize the retail workplace, bringing previously unseen insights to the business, implementing intelligent order management and get you closer to your customer.
Public Sector
HSO helps public and government organizations to meet and leverage increasing expectations for digital service, responsiveness and transparency.
Non-Profit
We support Non-Profits by modernizing applications, automating processes, and providing insight. Through technology, we nourish successful relationship management and enable greater impact.
What we do
HSO is one of the world’s top business solution and implementation partners, large enough to serve, small enough to care. Through our services, we help companies transform the way they work and improve business performance.
Business Applications
Microsoft Dynamics 365 Business Applications for ERP and CRM are leading in the industry. But their real strength is in the integration. Combined, they deliver even more value.
Cloud Services
HSO has a proven track record in supporting our customers in their cloud journey. With your business in mind, we offer a comprehensive suite of services to help you gain value from the cloud.
Data & AI
We help customers build an operational and future-proof data platform, ready to realize business value from AI and machine learning technologies.
Our Solutions
HSO develops industry-specific solutions that leverage the latest cloud and AI technologies from Microsoft, accelerating our customers' digital transformation.
Join HSO
Our workforce is a growing dynamic, unique, and diverse global community that is quality and performance-driven. For every stage in your career, we offer challenging opportunities. We look forward to meeting you!
Life at HSO
We are a global community of people with an entrepreneurial spirit, in an environment where you can really make a difference and have your voice heard. We constantly challenge ourselves to be better. Come join the journey with us!
Graduate Programs
Skyrocket your career with our graduate programs and accredited certification opportunities at HSO around the world!
HSO Academy
From technical skills, soft skills, mentorships, leadership coaching, masterclasses, informal knowledge sharing and globally recognised certifications - HSO Academy is your personal and professional knowledge accelerator.
Vacancies
Find opportunities in Consultancy & Technology, Project Management, Leadership, Sales and Business Development, Marketing, Legal and HR.
Join HSO
Our workforce is a growing dynamic, unique, and diverse global community that is quality and performance-driven. For every stage in your career, we offer challenging opportunities. We look forward to meeting you!
Life at HSO
We are a global community of people with an entrepreneurial spirit, in an environment where you can really make a difference and have your voice heard. We constantly challenge ourselves to be better. Come join the journey with us!
Graduate Programs
Skyrocket your career with our graduate programs and accredited certification opportunities at HSO around the world!
HSO Academy
From technical skills, soft skills, mentorships, leadership coaching, masterclasses, informal knowledge sharing and globally recognised certifications - HSO Academy is your personal and professional knowledge accelerator.
Vacancies
Find opportunities in Consultancy & Technology, Project Management, Leadership, Sales and Business Development, Marketing, Legal and HR.
Financial Services Success: Global Leader in Indexing and Asset Allocation Strategies
Replaced Salesforce CRM With Dynamics 365 to Build Stronger Connections with Clients and Clear a Path for Growth
Company Overview
Research Affiliates is a global leader in innovative indexing and asset allocation strategies. Built on a strong research base and led by industry experts, this dynamic firm delivers solutions in partnership with some of the world’s foremost financial institutions that offer mutual funds, ETFs, separately managed and commingled accounts.
The challenge
Research Affiliates’ competitive edge lies in the way they do business—from their entrepreneurial culture that continually strives for new ways to help their clients succeed to their ability to blend deep academic research and real world experience in advising them. The firm’s Salesforce CRM software, implemented several years earlier and adopted by few in the firm, was not doing the job. And, in their business, not understanding the client to the deepest level is not a good position to be in.
There were several other issues. The rigidity of Salesforce continually forced Research Affiliates to fit their business to the software. They needed an agile CRM solution to address their mission-critical goals and one that supported their way of doing business. In addition, Salesforce was becoming too expensive to support. A move to Microsoft Dynamics 365 Sales would lower costs and improve usability.
From an IT perspective, migrating to Dynamics also meant it would be easier to integrate data and other systems. From a business perspective, the seamless integration with Outlook would be a huge benefit to staff performance. The decision was made: Salesforce needed to go, and so did the Salesforce partner who had been unwilling to help.
Goals for the new solution:
The solution
Clients introduced the firm to HSO, which had earned a reputation for helping companies in the investment management community achieve excellent results with Dynamics CRM. HSO's collaborative, flexible approach focusing on operationalizing strategies was exactly what they were looking for—a partner who would listen to them to understand their culture and goals, and empower them to function independently once the project was completed.
To ensure this collaboration was successful, Research Affiliates was a part of the team, involved in every step of the project that the sales organization would pilot. “The HSO team did a great job of gathering requirements and understanding our needs from the start,” said Brent Leadbetter, Vice President of Client Strategies at Research Affiliates. “They listened to what we wanted and offered ways to streamline the solution where it made sense, rather than making it more complex and expensive with a lot of unnecessary recommendations, like so many consultants do. In other words, they implemented what we wanted, and nothing we didn’t need.”
The key was coupling Dynamics with Research Affiliates’ custom data model. Dynamics’ power and flexibility, combined with HSO’s expertise in financial services, produced a solution that met the firm’s requirements and more.
The result
The Microsoft Dynamics 365 solution delivered as promised, putting Research Affiliates’ strategy into operation. The entire organization utilizes it to onboard new clients and to track and manage all client activities and investment profiles. Cross-team communication and the ability to upsell have improved, increasing efficiency, new business, and customer satisfaction. The quality of marketing and sales data has improved, and difficult scenarios have been addressed, including partner resource utilization, client interests, and security.
As for their experience with HSO, Leadbetter said, “They did a great job managing expectations and made the implementation seamless by getting the specifications up front, eliminating all the back and forth. Our migration from Salesforce to Microsoft Dynamics CRM remains the only consultant-led project that finished on time and on budget.”
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See how HSO can help your firm
If you are struggling with where to start your next-generation ERP journey, we’re here to help.
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