Client Overview

The Association of Accounting Technicians (AAT) is a leading professional body offering globally recognised qualifications in accounting and finance. With a diverse membership base and a range of digital platforms supporting their operations, AAT needed to ensure that their systems were seamlessly integrated to provide a unified experience for members and staff. As part of a broader Dynamics 365 CRM implementation project, AAT partnered with PSP to streamline the integration of various internal membership systems and applications by outsourcing one of our specialist BizTalk developers.

Challenge

AAT’s complex IT environment comprises multiple legacy systems, membership databases and bespoke applications that needed to communicate effectively with their newly implemented cloud-based Dynamics 365 CRM. The existing systems operated in silos, leading to data inconsistencies and operational inefficiencies. Ensuring that the new CRM could integrate seamlessly with these systems was essential to maintaining a comprehensive view of member data, improving internal processes and supporting AAT’s strategic goals. AAT required a highly skilled developer to handle these intricate integrations, bridge the gap between old and new systems and lay the groundwork for future digital enhancements.

Solution

PSP provided AAT with a dedicated BizTalk developer who brought deep expertise in system integrations and extensive experience working with Microsoft technologies. The developer’s role was to facilitate the smooth integration of Dynamics 365 CRM with AAT’s diverse membership systems, ensuring that data could flow seamlessly between platforms. Our BizTalk developer collaborated closely with AAT’s internal teams and other PSP specialists involved in the wider Dynamics 365 project to map out the necessary integrations and build connectors that linked the CRM to key applications.

The developer played a pivotal role in not only integrating the existing systems but also in configuring and customising the new CRM to support AAT’s specific requirements. This included setting up automated workflows to streamline data exchange, ensuring that member information was synchronised in real-time across all systems. By establishing these integrations, the BizTalk developer ensured that AAT’s various platforms could work together harmoniously, creating a unified infrastructure that supports better data management and enhanced user experience.

Results

The integration of Dynamics 365 CRM with AAT’s internal systems resulted in a more connected and efficient digital environment. With data now synchronised across platforms, AAT has significantly improved the accuracy and accessibility of their member information, enabling more effective member engagement and service delivery. The seamless data flow between systems has reduced manual data handling, minimised errors and increased operational efficiency. Additionally, the successful integration provides a solid foundation for the next phase of AAT’s Dynamics 365 project, positioning them to leverage the full potential of their digital transformation.

Conclusion

By outsourcing one of PSP’s skilled BizTalk developers, AAT was able to navigate the complexities of system integration and achieve a seamless connection between their new Dynamics 365 CRM and legacy applications. The collaboration ensured that AAT’s diverse systems now function as a cohesive unit, supporting their broader digital strategy and enhancing overall operational efficiency. This project highlights PSP’s ability to provide highly specialised resources that not only meet immediate technical requirements but also contribute to the long-term success of complex digital transformation initiatives.