Case studies

Customer success stories

Discover how OA Systems has helped organisations improve CRM, field service, reporting, portals, and customer engagement with practical Microsoft-based solutions.

New CRM Solution

Venture Taranaki Trust

Dynamics CRM improved information sharing, reporting, and client activity tracking.

  • Improved recording of client interactions.
  • Faster, more accurate stakeholder reporting.
  • A system shaped around unique projects and processes.
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New CRM Solution

Surf Life Saving New Zealand

Dynamics CRM modernised membership, club administration, and patrol management.

  • Modernised membership and club administration.
  • Member self-service through an integrated portal.
  • Reduced patrol admin so lifeguards can focus on saving lives.
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New CRM & Resco Solution

Horticom

Dynamics CRM and Resco helped improve customer engagement and sales opportunity visibility.

  • Sales teams enabled to work on the road and offline.
  • Follow-up planning and opportunity tracking simplified.
  • Better sales decisions through more comprehensive data.
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Dynamics CRM & Resco Field Service

Civtec

Dynamics 365 and Resco Field Service streamlined field work, inspections, and work orders.

  • Multiple field service applications replaced with one app.
  • Work orders, inspections, and technician bookings streamlined.
  • Field capture of time, materials, notes, and attachments enabled.
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New Dynamics CRM Solution

Generation Homes

Dynamics 365 Customer Engagement improved construction management and customer experience.

  • Automated construction management processes.
  • Improved access to customer and project information.
  • Better management visibility, coaching, and productivity feedback.
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More to come