Havtech Moves CRM to the Cloud and Integrates with ERP and Data Lake for Better Customer Experience

Learn how Velosio helped Havtech benefit from integrating data lake and moving an existing CRM to the cloud.

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    Havtech logo

    Established in 1983 and established in Columbia, Maryland, Havtech represents the most innovative HVAC equipment and building automation system for manufacturers serving both the commercial and industrial markets. This depth combined with expertise in energy efficient HVAC system design and green building methods allows them to offer cost-effective solutions that provide a low environmental impact at the highest return on investment to its customers. Havtech provides every customer with an exceptional experience.

    On-Premise to Online

    Havtech overview

    After upgrading its Microsoft Dynamics 365 GP online solution to better manage financials for eight different companies, Havtech knew it could benefit from moving its Microsoft Dynamics Customer Engagement to the cloud for quoting and selling HVAC equipment and parts. Velosio, a long time Microsoft partner for Havtech, also recommended that Havtech integrate its disparate ERP and CRM data so that GP and CE would have two-way communication. Havtech was utilizing Scribe Insight on-premise for integration and needed to replace it with Scribe online.

    The team at Havtech considered Salesforce but wanted to stick with a Microsoft product for CRM. With on-premise CRM, Havtech had a data warehouse which was performing calculations and pulling data points from both GP and CRM. Velosio recommended replacing the data warehouse with a data lake so that complex calculations would reside online. Microsoft Power BI would then be the presentation layer for the data lake.

    Improved Reporting

    Now that the data lake is online, the time it took to run reports has been drastically reduced. The Havtech team is also benefiting from integration between multiple GP databases and CE online. Data is now replicated across all eight GP company databases so that accounts are synched when a change is made. As Havtech acquires or creates new companies, they will have a quick onboarding template. The team is also now using Microsoft Outlook 365 online—Velosio implemented Outlook and trained the team. The Havtech sales team can now create opportunities, quotes, orders, and invoices from within CE, pulling in the latest pricing information from GP. Havtech can now provide a better customer experience with a modernized CRM solution.

    Next up, Havtech has plans to move its ERP to the cloud with Microsoft Dynamics 365 Business Central.

    The team will also bring its marketing functions into Microsoft Dynamics 365 Customer Engagement.

    Cloud Benefits

    Moving an on-premise solution to the cloud presents these benefits to Havtech:

    • Improving latency, redundancy, availability, and security
    • Cost reduction
    • Improving business continuity and Disaster Recovery (DR) capabilities
    • Increasing agility and competitiveness
    • Scalability
    • Flexibility
    • Improved reliability and up-time
    • Simplified upgrades
    • Security
    • Collaboration
    • Speed of creation

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