VULCAN IMPLEMENTS MICROSOFT DYNAMICS CRM AT THE PRIVATE RESIDENTIAL TENANCIES BOARD (PRTB)



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The Private Residential Tenancies Board was formed in 2001 under the aegis of the Department of the Environment, Heritage and Local Government. The Private Residential Tenancies Board (PRTB) is an independent statutory body whose responsibilities include: 1. The operation of a national registration system for all private residential tenancies 2. The operation of a dispute resolution service involving meditation or adjudication and tenancy tribunal hearings. 3. The provision of information, carrying out research, and the provision of policy advice regarding the private rented sector. Industry Government Country Ireland Customer Size 70 employees VULCAN IMPLEMENTS MICROSOFT DYNAMICS CRM AT THE PRIVATE RESIDENTIAL TENANCIES BOARD (PRTB) Requirements In 2009, the PRTB went to market for a custom integrated information system and associated services to support its key business functions. The chosen system would have to be capable of managing the PRTB s business processes in relation to the tenancy registrations and disputes of 350,000 tenants and 100,000 landlords registered in Ireland. The PRTB required a scalable, highly customised and integrated solution, on a proven platform. This system would have to replace legacy systems and automate the PRTB s existing paper-based business processes. Full Service Offering: The PRTB required a complete range of system implementation services including project management, business analysis, software development, systems integration, training and ongoing support & maintenance. Following a competitive tender process, the PRTB commissioned Vulcan Solutions to deliver a Tenancies Management System (TMS) on the Microsoft Dynamics CRM platform. The TMS system provided by Vulcan is an enterprise SOA solution, and it automates the key business processes at PRTB for registrations, registration enforcement, disputes and tribunals.

Solution The TMS solution has delivered significant benefits in relation to customer service and productivity at PRTB. It also addresses the PRTB s key strategic objectives which include extending its core offerings through new channels, a move to a paperless office, and the adoption of an extensible RAD platform that can quickly adapt to changing business and legislative requirements. The TMS implementation included the full data migration (using a custom framework) of 2 million records from PRTB s legacy applications. Pictured (L-R) at the launch of the PRTB s Rent Index are Anne Marie Caulfield, the Director of the PRTB; Jan O Sullivan, Minister for Housing and Planning; and Cian McNamara, CEO at Vulcan Solutions The new TMS system delivers a wide range of functionality which includes: A secure online portal for registrations and customer self-service (https://www.prtb.ie/). A CRM application for internal PRTB staff which is fully integrated with the portal. A payment processing subsystem, correspondence management system, and workflow. A Document Management System (DMS) which incorporates integrated scanning for financial documents (cheques, postal orders, bank drafts) and associates them with CRM payment records using advanced OCR/ICR techniques. Rapid, efficient and cost-effective entry of legacy non-standard paper-based registrations using an Excel-based Bulk Data Loader. Significant integrations with third parties including Realex, DFSA, PrintPost and PostTrack PCI. Comprehensive reporting and BI functionality leveraging SSRS, SSAS, and Performance Point. Technology Vulcan Solutions utilised a wide range of technologies and processes in the delivery of this solution: Microsoft Dynamics CRM Microsoft Sharepoint with Performance Point Server MS SQL Server; T-SQL, Stored Procedures, Reporting Services (SSRS), Integration Services (SSIS) & Analysis Services (SSAS).Net Framework, ASP.Net, C# Microsoft Exchange Server Vulcan Solutions Components & Frameworks Microsoft Internet Server Microsoft Windows Workflow Foundation SOA, XML, & Web Services

Minister Michael Finneran TD, Minister for Local Services & Housing Online registration is now a reality for the PRTB and I have had first-hand accounts that the process is clear and easy to use. I understand that this project is being viewed by the CMOD Division of the Department of Finance as something of a flagship project where innovative technical solutions are allied to genuine public service interagency information-sharing and co-operation". Extensions to Microsoft CRM The solution is notable for the degree to which it extends the capabilities of the MS CRM platform through the development of custom frameworks. The extensions provided by Vulcan Solutions included: Portal Architecture Framework: This significantly extends the capabilities of the Microsoft e-service Accelerator by delivering fully functional internet facing portals. It includes full localisation support, comprehensive logging/notification, dynamic data caching, entity consolidation, transaction management and integration with Vulcan s proprietary Rules Framework. Rules Framework: Enables the sharing of validation, UI and business rules across portals, MS CRM and SharePoint platforms. Locking Framework: This framework enhances the recordlocking functionality of MS CRM by ensuring that two people cannot modify the same record at the same time across the CRM and portal applications. Batch Processing Framework: For the definition and management of complex enterprise-level batch processing. Geo-Coding Framework: Full validation on all addresses leveraging a custom geo-coding subsystem which incorporates fuzzy matching and complex partial matching algorithms. As the sole vendor on this substantial project, Vulcan Solutions provided a range of services to PRTB including project management, business analysis, solution design, software development, systems integration, data migration and training.

Based in Galway, Ireland, Vulcan Solutions is a Microsoft partner that specialises in the implementation of Microsoft Dynamics CRM at the enterprise scale. Vulcan has implemented a wide range of XRM solutions for its clients in the private and public sectors. Applications delivered include Case Management, Registration, Licensing Management, Training and Certification Systems, Communications Management, Policy and Claims Management and Helpdesk Solutions. Benefits Improved Customer Service - TMS has provided the PRTB with a secure online registration portal for landlords and agents and a Single Customer View across all of its activities. Improved Productivity - The solution has replaced paper based registrations with online registrations and provided a Bulk Data Loader to accelerate data input for manual registrations. It has also provided an integrated DMS solution incorporating OCR/ICR scanning functionality and automated a range of key business processes using MS CRM s workflow. Strategic Development Platform - The implementation of MS CRM provides PRTB with a flexible RAD platform, reducing cost, risk, and timelines, for future business applications Our team of IT professionals provides the complete suite of solution services to our customers analysis, design, development, implementation, and ongoing support. Vulcan Solutions 1 st Floor, Headford Point, Headford Road, Galway. Rep of Ireland +353 91 781781 Email: sales@vulcan.ie Website: www.vulcan.ie

Vulcan Solutions 1 st Floor, Headford Point, Headford Road, Galway. Rep of Ireland +353 91 781781 Email: sales@vulcan.ie For more information go to: www.vulcan.ie or www.microsoft.com/dynamics