Case Study: Global Strategy Group achieves real-time project and revenue insight with Microsoft Corporation Dynamics 365

Public affairs leader gains instant insight into projects, revenue with cloud software

Global Strategy Group, a U.S.-based public affairs and research firm, needed better visibility into its project-based business, staffing, and forecasting. Its teams were struggling to separate sales pipeline activity from work in progress, and its legacy CRM setup made billing, time tracking, and budgeting difficult. To solve this, Global Strategy Group chose Microsoft Corporation’s Dynamics 365 for Sales and Dynamics 365 for Project Service Automation, with implementation support from Socius and Microsoft FastTrack.

Microsoft Corporation helped Global Strategy Group centralize project and sales data, improve staffing visibility, and make faster, more accurate business decisions through dashboards and real-time reporting. The company can now group related projects, track loss reasons, and see who is available or overbooked across its six offices. The switch also cut licensing costs by 34%, freeing up funds for further technology investments such as Power BI and additional Dynamics applications.

Global Strategy Group

Andrew Ho

Chief Information Officer