RedkiteCRM

Dynamics 365 CRM Housing Management Solution

The Redkite Housing Management product provides all the functionality required by social landlords in order to run their business on a day to day basis. Based on Microsoft Dynamics 365 and intended to be modular the solution is designed to replace traditional housing management systems.

Features

  • Core Housing and Processes
  • Rent Accounting
  • Rent Increases
  • Arrears
  • Direct Debits
  • Repairs
  • Compliance

Benefits

  • Identify residents in arrears and setup payment plans and arrangements
  • Automatic indicator for off plan/on plan
  • 360 degree view of residents, properties and tenancies
  • Import Payments and automatically allocate to the appropriate tenancies
  • Automatically calculate the costs for void properties
  • Manage multiple and single direct debits per account
  • Log, track and manage repairs
  • Manage all assets and cyclical repairs and inspections
  • Maintain a running rent balance on all records
  • Manage all service charges per tenancy

Pricing

£2000 to £78800 per instance per year

  • Free trial available

Service documents

Framework

G-Cloud 11

Service ID

1 7 5 0 8 3 1 1 0 6 3 9 3 3 7

Contact

RedkiteCRM

Andy McCormick

07943081882

andy.mccormick@redkitecrm.co.uk

Service scope

Service scope
Software add-on or extension Yes
What software services is the service an extension to Our Housing Management solution is an add-on to Microsoft Dynamics 365. The solution can be flexibly deployed on a module by module basis no matter the version of Microsoft Dynamics 365 and can be installed on an existing or new Dynamics 365 environment
Cloud deployment model Public cloud
Service constraints None
System requirements Must have Microsoft Dynamics 365 licenses (customer service)

User support

User support
Email or online ticketing support Email or online ticketing
Support response times We have an service level agreement (SLA) based on the severity of the problem. Critical problems which are defined as no-one being able to access the system or major functionality is not working which has a critical impact on the customers' ability to work with Microsoft Dynamics. Serious problems are defined as Multiple users being unable to access Microsoft Dynamics or associated functionality. Normal problems are defined as a single user being unable to use Microsoft Dynamics or where the problem does not affect the use of Microsoft Dynamics.
User can manage status and priority of support tickets No
Phone support Yes
Phone support availability 9 to 5 (UK time), Monday to Friday
Web chat support No
Onsite support Yes, at extra cost
Support levels Our support contract provides for an unlimited number of calls per annum based on one annual fee. We answer all queries related to faults and/or assistance requests. The cost of the support contract is based on the number of users and the price ranges from £5,000 to £25,000 per annum. All calls are handled by a Dynamics 365 CRM expert, and a technical account manager is assigned to each customer for escalation and general account management.
Support available to third parties Yes

Onboarding and offboarding

Onboarding and offboarding
Getting started As a first step customers should have an implementation of Microsoft Dynamics configured (whether this be a new instance or existing instance). If need be we can set up a 30 day trial for the customer. We then have 4 steps to implement the solution. The first step is to install custom tables and fields, the next step is to implement the business processes finally we install the apps that will carry out the processing functions. Prior to implementing the solution we will carry out a series of workshops where our customers leasrn more about the capabilities of Microsoft Dynamics and the Housing Specific Solution we provide. Through these initial workshops we better understand the scope of the project and the nuances in processes which are typical to most Housing Organisations. Once we understand the broad scope of the project we will then produce a project timeline giving approximate delivery dates and an estimate of how much effort is required by us, and our customers, for each stage of the implementation. We will then assist our customers in setting up an optimal development, test and live environment before commencing the implementation stage which is where we actually start configuring Dynamics.
Service documentation Yes
Documentation formats PDF
End-of-contract data extraction Customers can either extract their data using the export utilities available as part of Microsoft Dynamics 365 or use our integration tools to export the data. Our integration tools provide the most flexible extraction utility allowing customers to export into SQL tables if required, other into systems as well as to CSV files. The out of the box extraction tools will export data into CSV files.
End-of-contract process There are essentially 2 ways to end a contract, either stop using Microsoft Dynamics 365 altogether or terminate the support contract and carry on using Microsoft Dynamics 365. In either instance the customer must provide 3 months notice to terminate the support contract, failure to do so may result in an additional 12 month support cost being charged. If terminating the support contract the customer has the right to carry on using the software in perpetuity but their system will not be updated with any patches or enhancements and they will no longer have access to the support desk. If the customer terminates the contract and will not be using Microsoft Dynamics 365 instance then providing they have given sufficient notice they will incur no additional charge

Using the service

Using the service
Web browser interface Yes
Supported browsers
  • Internet Explorer 9
  • Internet Explorer 10
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari 9+
Application to install No
Designed for use on mobile devices Yes
Differences between the mobile and desktop service Microsoft Dynamics 365 is designed to work on desktop and mobile, our solution takes advantage of this capability and data from our solution can be viewed on a mobile device
Service interface Yes
Description of service interface We have a number of tools that are run outside of Microsoft Dynamics 365 to carry out various rent, service charge and on plan/off plan calculations as well as our import tool which manages the flow of data from Microsoft Dynamics 365 to external applications
Accessibility standards None or don’t know
Description of accessibility The service is designed to be run in a traditional client/server scenario and as such is not a 'website', typically customers will run the applications on internal Windows servers or external Azure servers which will have external access to Microsoft Dynamics 365 to carry out the data updates
Accessibility testing Most of the applications we develop to support our housing management solution are designed to be used by administrators in our customers' organisation, it is therefore assumed that these administrators will have a higher proficiency with software. As a result we will only involve our customers in testing after the applications have gone through a testing cycle starting with development testing and then internal testing.
API No
Customisation available Yes
Description of customisation Microsoft Dynamics 365 can be customised in a number of ways out of the box, including the adding of fields, tables and processes as well as creating custom reports, views and dashboards and configuring role based views of the data. The Redkite Housing Management Solution overlays a base Microsoft Dynamics 365 system and can be additionally customised and configured using the out of the box tools. Any user given the appropriate customiser or administrator access rights can configure and customise both Microsoft Dynamics and the Housing Solution.

Scaling

Scaling
Independence of resources As our solution is based on Microsoft Dynamics 365, Microsoft has complete control over load balancing and usage controls

Analytics

Analytics
Service usage metrics Yes
Metrics types Metrics can be viewed from the O365 administrator dashboard as well as from the settings area in Microsoft Dynamics 365
Reporting types
  • Real-time dashboards
  • Reports on request

Resellers

Resellers
Supplier type Reseller providing extra features and support
Organisation whose services are being resold Microsoft

Staff security

Staff security
Staff security clearance Staff screening not performed
Government security clearance Up to Baseline Personnel Security Standard (BPSS)

Asset protection

Asset protection
Knowledge of data storage and processing locations Yes
Data storage and processing locations European Economic Area (EEA)
User control over data storage and processing locations No
Datacentre security standards Managed by a third party
Penetration testing frequency Never
Protecting data at rest Other
Other data at rest protection approach As the service we provide is based on Microsoft Dynamics 365 and Microsoft's SDK, Microsoft control the protection of data at rest
Data sanitisation process No
Equipment disposal approach In-house destruction process

Data importing and exporting

Data importing and exporting
Data export approach Data can be exported using the out of the box tools into CSV or PDF file formats.
Data export formats
  • CSV
  • Other
Other data export formats
  • SQL tables
  • Excel
Data import formats
  • CSV
  • Other
Other data import formats
  • SQL Tables
  • Excel Spreadsheets

Data-in-transit protection

Data-in-transit protection
Data protection between buyer and supplier networks Other
Other protection between networks This is not part of the service we provide and would be managed between Microsoft data centres and the customer directly
Data protection within supplier network Legacy SSL and TLS (under version 1.2)

Availability and resilience

Availability and resilience
Guaranteed availability As our solution is based on Microsoft Dynamics 365 the availability of the service is agreed between the customer and Microsoft
Approach to resilience As our solution is based on Microsoft Dynamics 365 Microsoft controls the configuration and resilience of the data-centre
Outage reporting As our solution is based on Microsoft Dynamics 365, the data and services are hosted on a Microsoft Datacentre will notify the customer directly with details of service outages

Identity and authentication

Identity and authentication
User authentication needed No
Access restrictions in management interfaces and support channels As our solution is based on Microsoft Dynamics 365, our solution is managed via the out of the box Microsoft tools which Microsoft has control over
Access restriction testing frequency Never
Management access authentication Other
Description of management access authentication As our solution is based on Microsoft Dynamics 365, Microsoft has complete control over the authentication method used for management access

Audit information for users

Audit information for users
Access to user activity audit information Users have access to real-time audit information
How long user audit data is stored for User-defined
Access to supplier activity audit information Users have access to real-time audit information
How long supplier audit data is stored for User-defined
How long system logs are stored for User-defined

Standards and certifications

Standards and certifications
ISO/IEC 27001 certification No
ISO 28000:2007 certification No
CSA STAR certification No
PCI certification No
Other security certifications No

Security governance

Security governance
Named board-level person responsible for service security No
Security governance certified No
Security governance approach As our solution is based on Microsoft Dynamics 365 with Microsoft controlling the access to the data and system we are controlled by Microsoft's security governance
Information security policies and processes As our solution is based on Microsoft Dynamics 365 the critical policies that govern the data in the cloud are controlled by Microsoft. However we have an internal security policy which broadly covers the following elements:
-All users are only able to access internal company data via company laptops and desktops (not mobile phones)
-All internal resources are password protected with specific critical cloud based systems secured with MFA
-A separate policy document details how company users can interact with customer data

Operational security

Operational security
Configuration and change management standard Supplier-defined controls
Configuration and change management approach As our solution is based on Microsoft Dynamics 365, Microsoft controls many of the change management processes as they effect the core Microsoft Dynamics 365 solution. Internally we have a number of systems and processes that are used to track changes:
- All releases adhere to version number guidelines
- Solution update changes are noted in our software release database along with amended documentation and the customers' who currently have what release
- Bespoke changes are recorded against a specific customer in our customer database, along with associated implementation guides and training documentation
Vulnerability management type Undisclosed
Vulnerability management approach As our solution is based on Microsoft Dynamics 365, Microsoft controls the vulnerability management process
Protective monitoring type Undisclosed
Protective monitoring approach As our solution is based on Microsoft Dynamics 365, Microsoft controls the protective monitoring processes
Incident management type Undisclosed
Incident management approach As our solution is based on Microsoft Dynamics 365, Microsoft has control of incident management when it relates to service outages.

Secure development

Secure development
Approach to secure software development best practice Supplier-defined process

Public sector networks

Public sector networks
Connection to public sector networks No

Pricing

Pricing
Price £2000 to £78800 per instance per year
Discount for educational organisations No
Free trial available Yes
Description of free trial The free trial is dependent on the customer having a working Microsoft Dynamics 365 trial and access to 100 test records. We will install our solutions to the trial, and import the data. The user can then test the fully functional system for 30 days while the trial is active.

Service documents

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