National Executive Search and Placement Firm

Solutions Used

Project Overview

A national executive search and placement firm approached Adept Dynamics for support with a large-scale digital transformation project to modernize and evolve their overall approach to data collection and utilization, how they shared relevant and timely active search information with their clients, as well as their business intelligence capabilities. Adept Dynamics utilized its Customer Relationship Management, Business Intelligence, and Customer Engagement practice groups to deliver on these multifaceted objectives.

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The client was using a legacy CRM system that was not configured for dynamic data capabilities; they felt that this legacy system could no longer meet the needs and expectations of their employees or its clients. The client wanted to migrate away from the legacy system to Dynamics 365, but the migration would require comprehensive data reformatting to ensure a successful migration from legacy to future data usage capabilities. They also needed a new customer portal that would allow their clients to view real-time search status information, and they wanted to formalize their business intelligence and data tracking capabilities. Given the scale and impact of this three-pronged assignment, we also knew that significant stakeholder incorporations, training, UAT, and employee communication programs would be required to ensure for maximum solution refinement and ultimate user-trust and adoption.


To meet these digital transformation objectives, we first ensured that our team was fully up-to-speed on the client's business model, its current state data usage practices, and the executive placement industry as a whole. We worked alongside the client to select employee stakeholders to participate in the project as counselors, testers, advocates, and eventually trainers. The Customer Relationship Management team designed the new Dynamics 365 system and created a plan for migrating legacy data, while the Business Intelligence and Customer Engagement teams worked on Power BI and Power Pages solutions, respectively. We also engaged our communications consultants to plan and execute an internal communications program to keep employees informed and aware of the project's objectives and status throughout its lifecycle. To help ensure that our offerings met expectations and continued to deliver and improve long after go-live, we also planned and executed a post-launch support and development work-stream that allows the client's employees to submit bug reports and development suggestions directly to our team. We work alongside our client counterparts to prioritize these tickets and determine how we will continue improving the system. This post-launch work-stream continues to operate to this day.


As a result of these technology solution implementations, the client's overall business is significantly better positioned to meet client expectations and deliver on industry best practices. Most importantly though, the number of candidates that our client is successfully placing has increased and the amount of time required to place candidates has decreased.

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