Case Study: Scotwork harnesses CRM data with Microsoft Power Platform and Chess ICT

Scotwork streamlines CRM reporting for 300,000+ trained managers with Chess ICT

Scotwork, a provider of negotiation training, needed to extract and report on specific data from their CRM system to identify sales trends and run targeted marketing campaigns. Their existing reporting capabilities were limited, making it a slow and expensive process to get the business intelligence they required. They approached their long-term IT provider, Chess ICT, to develop a bespoke solution using the Microsoft Power Platform.

Chess ICT took a collaborative, consultative approach, first working with Scotwork to fully scope the requirements before developing a custom reporting capability. The solution, built with Microsoft Power Platform and Power BI, enabled Scotwork to easily generate the tailored reports they needed. The project was delivered on time and on budget, saving the company significant time and money by providing a streamlined system perfectly tailored to their specific business processes.

Scotwork