Case Study: HKS, Inc. centralizes client relationships and streamlines RFP decisions with Microsoft Dynamics 365

After transforming architectural design worldwide, HKS turns inward to evolve client relationship management

HKS is a global architecture firm of about 1,200 professionals working in 27 offices. With senior partners retiring, client contact information and institutional knowledge were trapped in isolated CRM systems and a cumbersome ERP-based process (Deltek Vision), making it hard to integrate with Outlook, evaluate RFP opportunities, and ensure continuity of client relationships.

HKS implemented Microsoft Dynamics CRM Online (Dynamics 365) integrated with Office 365 and SharePoint, keeping Deltek as ERP while enabling two-way data flow, single sign-on, and cloud access on Surface devices. The solution introduced a scored “Go/No‑Go” qualification for opportunities, streamlined RFP vetting, reduced admin overhead, and accelerated sales and marketing campaigns—preserving institutional knowledge, focusing resources on viable bids, and ensuring stronger, more consistent client relationships as partners retire.

HKS, Inc.

Jack Clark

Vice President of Business Systems