CSL Global is a leading international provider of marine surveying, consultancy and risk management services.

It works with businesses involved in large infrastructure development projects, marine insurance, and organisations operating in global cargo, shipping, transportation and supply chains.

Managing the risks associated with cargo in transit is a highly complex task, requiring the tracking and management of multi-modal movements of cargo to limit the associated risk of loss or damage. The layers and volume of interconnected information requires support systems that can not only store information efficiently but also provide valuable data to management.

CSL Global’s old Enterprise Resource Planning (ERP) software was not meeting the business’ needs. A lack of software flexibility was resulting in inefficient working practices and only some of the company’s global offices were able to use the software due to its limitations.

As a long-term IT partner to CSL Global, Akita was able to suggest Microsoft Dynamics 365 as the new solution. We knew that Dynamics 365 could be tailored to do the job for the entire business, without the high price tag that might be associated with bespoke software.

After the full scoping of requirements by our IT consultants, a new field ERP solution was built in Dynamics 365 designed to support CSL Global’s desired way of working.

Delivered in a phased approach, features include:

    • - Complete customisation of field names to match CSL Global’s requirements
    • - SharePoint integration, with all documentation stored against Dynamics 365 records (rather than being siloed in regional offices)
    • - Easy reporting that allows CSL Global to run complex data searches without the need for external support
    • - Automatic calculations within Dynamics 365 records that reduce administration work
    • - Automated document generation that speeds up invoice creation and ensures consistent document design and wording across all offices

CSL Global’s Dynamic 365 solution supports a more effective way of working across the entire business – from tracking cargo shipments, to keeping records of key contacts and operatives located around the world.

Default Dynamics 365 functionality is also being utilised to better integrate the business’ marketing and sales processes.

Additionally, each stage of this Dynamics 365 project has allowed CSL Global to generate additional business reporting, providing valuable new insight for business strategy.

This Dynamics 365 field ERP solution will also soon allow CSL Global’s operatives to log information into tablets and mobile devices out in the field that then feeds into reports back at the office, further streamlining workflow and saving more time.

For more information on business ERP solutions and field solutions, please get in touch.

Contact us

Other case studies
Case study
Microsoft Dynamics Support For UK University

"Exceptional response times, proactive in delivering solutions and are open and transparent in all forms of communication."

Case study
Incident Management Power App Solution

A Power App solution to replace and improve on ageing incident management software.

Case study
Staff Rostering System In Dynamics 365 and Power Apps Portals

A custom Microsoft 365 staff rostering system for large charity.

Case study
Microsoft Dynamics 365 Implementation And Ongoing Support

Delivering a simplified Microsoft Dynamics 365 offering for a security advisory company.

Case study
Dynamics CRM Migration From On-premise To Dynamics 365

CRM migration strategy, deployment and ongoing support for a London-based booking software company

Case study
Dynamics CRM Projects And Consultancy For Leading UK Retailer

CRM services and support provided for one of the UK’s biggest companies

Case study
Business Expenses Power App For Mobile Workforce

Using Power Apps to simplify administrative tasks can increase working efficiency.

Case study
Central SharePoint Online Calendar For Manufacturer

Simplifying communication and resource planning.

Case study
Microsoft SharePoint Document Management System Refresh

A SharePoint document management system refresh has helped create new working efficiencies for a leading foster agency

Case study
Microsoft SharePoint Online Intranet For Training Company 

Our SharePoint Online Intranet solution has simplified the work processes of a financial services skills company

Case study
Microsoft Power Apps Order Automation Solution

Akita has worked with a Surrey-based catering company on a Power Apps solution to streamline their ordering process.

Case study
Fleet Management Solution In Microsoft PowerApps

Our Microsoft PowerApps solution has helped simplify the management of a vehicle fleet for a busy company, reducing vehicle downtime, improving safety and saving both time and money.

Case study
Dynamics 365 sales solution for manufacturing company

Akita created a custom Dynamics 365 sales solution designed to increase the efficiency of a sales team and simplify the company's ordering and invoicing process.

Case study
Dynamics 365 CRM Sales & Procurement Solution

Surrey-based IPA Purchasing provides purchasing and procurement services for a range of multi-site organisations across the UK.

Preparing for Dynamics 365
Try Dynamics 365 for free

Take a free trial of Microsoft Dynamics 365 and see how it can benefit your organisation.

Starting your free trial is quick and easy, simply click on the link and you will be guided through the process.

Contact Us