Building a Unified Digital Transformation Platform on the Microsoft Ecosystem
A multi-phase transformation that connected customer engagement, finance, consulting delivery, resource scheduling, automation and executive reporting through Microsoft technologies and a modern web platform.
Understanding the Requirement
Information Security Systems International (ISSI) provides cloud assessments, managed-service certifications, audit programmes, consulting services and partner enablement solutions for global technology organisations.
As its portfolio expanded, disconnected systems, spreadsheets, SharePoint lists and manual workflows created complexity across sales, finance, consulting delivery, auditor scheduling and customer engagement. ISSI needed a unified digital operating platform rather than a simple website replacement.
What Needed to Change
Disconnected systems and manual workflows created complexity across sales, finance, consulting delivery, auditor scheduling and customer engagement.
- ✓ Duplicate data entry across disconnected applications.
- ✓ Limited visibility across sales, finance and delivery operations.
- ✓ Manual handoffs between departments.
- ✓ Complex auditor and consultant scheduling.
- ✓ Disconnected finance and operational workflows.
- ✓ Difficulty tracking customer lifecycle activities.
- ✓ Limited reporting and forecasting capability.
How PQube Addressed the Requirement
PQube developed a unified digital operating platform connecting customer engagement, finance, consulting delivery, resource scheduling, automation and executive reporting through Microsoft technologies.
Digital Experience Transformation
PQube developed a modern responsive platform using Microsoft .NET and nopCommerce technologies.
- Consulting services catalogue
- Secure customer portal
- Self-service audit registrations
- Role-based access
- Knowledge and case-study management
- Microsoft authentication and SSO
Dynamics 365 Sales
Dynamics 365 Sales Professional became the central customer engagement platform, consolidating leads, opportunities, customer records, partner relationships and sales activities.
- Automated website enquiry capture
- Lead-to-opportunity workflow
- Proposal and email templates
- Sales dashboards
Dynamics 365 Business Central
Financial operations were modernised on Business Central and connected with web-based transactions.
- Financial management
- Invoice and payment processing
- Ledger management
- Bank reconciliation
- Finance integrations
Field Service & Resource Scheduling
Advanced scheduling capabilities were introduced for globally distributed auditors and consultants.
- Skill-based assignments
- Language matching
- Time-zone-aware scheduling
- Capacity planning
- Availability management
Power Platform Enablement
Power Apps and Power Automate converted manual activities into structured digital workflows.
- Workflow automation
- Notifications
- Approval processes
- Business process automation
Power BI Executive Visibility
Consolidated reporting improved visibility across sales pipeline, consulting operations, audit delivery, resource utilisation, finance and customer activity.
Azure-Powered Cloud Architecture
The platform was designed on Microsoft Azure for scalability, reliability, identity management, business continuity and integration across Microsoft services.
What the Engagement Enabled
The transformation created a unified digital ecosystem consolidating sales, finance, consulting delivery, scheduling, reporting and customer engagement.
Consolidated Systems
Consolidated disconnected systems into a single integrated business ecosystem.
Centralised Data
Centralised client, partner, sales, finance, consulting and operational data.
Automated Lead Management
Automated lead capture and opportunity management through Dynamics 365 Sales.
Improved Scheduling
Improved management of audits, consulting engagements and resource scheduling.
Reduced Manual Effort
Reduced manual effort through Power Platform workflows and process automation.
Scalable Foundation
Established a scalable Microsoft foundation spanning Azure, Dynamics 365, Power Platform, Microsoft 365 and custom applications.
Technology Stack
A Stronger Foundation for What Comes Next
ISSI moved beyond a website replacement to a connected Microsoft-powered operating platform. Sales, finance, consulting delivery, scheduling, reporting and customer engagement now sit within a more unified digital ecosystem designed to scale with the organisation.
“We are very happy with them.”
Have a Similar Business or Technology Challenge?
Talk to PQube about the right transformation, engineering or digital growth approach for your organisation.