Valleys To Coast

Proof of concept for Dynamics CRM integration

Incomplete applications

22
Incomplete applications
19 SME, 3 large

Completed applications

7
Completed applications
7 SME, 0 large
Important dates
Opportunity attribute name Opportunity attribute value
Published Wednesday 5 June 2019
Deadline for asking questions Wednesday 12 June 2019 at 11:59pm GMT
Closing date for applications Wednesday 19 June 2019 at 11:59pm GMT

Overview

Overview
Opportunity attribute name Opportunity attribute value
Summary of the work We are seeking a partner to provide a 'proof of concept' for some integration work on our on-premise Dynamics CRM.
Latest start date Monday 1 July 2019
Expected contract length
Location No specific location, eg they can work remotely
Organisation the work is for Valleys To Coast
Budget range Up to £10K

About the work

About the work
Opportunity attribute name Opportunity attribute value
Why the work is being done Valleys To Coast (Social Housing Organisation) is in the process of decommissioning a legacy housing management system. Part of this work will require modifying our Dynamics based CRM so that it points at our current housing management system (Castleton Housing) instead of the legacy Housing Management System (Northgate).
Problem to be solved Our colleagues in customer services can only access customer and tenancy related data that is stored in our legacy housing management system via the CRM. We would like to reconfigure our CRM so that it's pointing at our current housing management system which is largely operational.
Who the users are and what they need to do As a customer services colleague, I need to access customer related information so that I can efficiently deal with queries and requests based on information that the organisation holds.
Early market engagement We have had a 'Statement of Work' from our current Microsoft Dynamics development partner.
Any work that’s already been done We have had some development work done by a previous supplier in 2016 that created integrations between the CRM and Northgate (Oracle based Housing Management System) and Total Repairs (SQL based repairs system).
Existing team There is an existing IT team. The team consists of Project managers, Business Analysts and Developers.
Current phase Not applicable

Work setup

Work setup
Opportunity attribute name Opportunity attribute value
Address where the work will take place Valleys To Coast is based in Bridgend, Wales.
Working arrangements We would like our teams to be involved in the implementation of the solution so they are involved in key decisions and have input into the design of the proof of concept.

Arrangements for this will be agreed jointly with the appointed supplier.
Security clearance

Additional information

Additional information
Opportunity attribute name Opportunity attribute value
Additional terms and conditions

Skills and experience

Buyers will use the essential and nice-to-have skills and experience to help them evaluate suppliers’ technical competence.

Skills and experience
Opportunity attribute name Opportunity attribute value
Essential skills and experience
  • A portfolio of successful Microsoft Dynamics implementations
  • Demonstrate experience of SQL development in the context of integrations
  • Demonstrate experience of working with Scribe/Oracle
Nice-to-have skills and experience
  • Previous experience of working with social housing organisations.
  • Previous experience of working with Castleton Housing Management system
  • Previous experience of working with Northgate Housing Management system

How suppliers will be evaluated

How suppliers will be evaluated
Opportunity attribute name Opportunity attribute value
How many suppliers to evaluate 3
Proposal criteria
  • Proof of concept
  • Approach and methodology
  • Value for money
Cultural fit criteria
  • Work as a team with our organisation and other suppliers
  • Be transparent and collaborative when making decisions
  • Share knowledge and experience with other team members
Payment approach Fixed price
Assessment methods Written proposal
Evaluation weighting

Technical competence

70%

Cultural fit

10%

Price

20%

Questions asked by suppliers

Questions asked by suppliers
Supplier question Buyer answer
1. Would it be possible to share the current SoW? As a general rule of thumb we won’t directly share information that’s been created by suppliers. However, I can confirm that the SoW is pretty much as described in the requirements. Presently there’s no more detail than that.
2. You mention "a 'Statement of Work' from our current Microsoft Dynamics development partner". Are they unable/unwilling to carry the work out? Our procurement guidelines have recently tightened up, so we are seeking to cast the net a bit wider on the basis of value for money.
3. Is the SOW for the proof of concept only, or for the complete project? The SOW is for the proof of concept only and is pretty much as described in the requirements.
4. Is there an incumbent supplier, and if yes who is it? There is, but I don't think specifying them adds any value to this process.
5. Do you know if the Castleton Housing application has been integrated with Microsoft Dynamics before (with other clients) and if so do you know if an API Framework exists? I'm aware of at least one other organisation that has completed this integration. In that particular case I believe scribe was used.

There is an API available. Here's a quote from the suppliers entry on G-Cloud..
"External users and systems are able to perform any action that the standard front-end can perform using the APIs.

In addition to this, a suite of specific external APIs are available for each product and module that are specifically designed for transferring, retrieving and updating all major datasets (e.g. property details, repair information etc.)"
6. "Previous supplier in 2016 that created integrations between the CRM and Northgate" - Can you please provide more details around this integration?
What type of integration is applied ? Is it real time? Or Is it used in ssis? Direct sql integration?
The previous integration was done via Scribe to an Oracle database. My understanding is that it's a daily push from Northgate to the CRM. The only data written back the other way is contact information which is real-time.