IT project database
Convince yourself of the range of our IT consulting services and our unique expertise, which we make transparent for you with our IT project database. With the help of filters and keyword searches, you can search through 4531 IT projects that we have successfully completed with our customers.
A global insurance company has launched the application Makler360, built on Salesforce CRM and utilizing the modern Lightning interface. Following its implementation by PTA, the current focus is on maintaining operations and …
A Salesforce Sales CRM solution is being introduced for an international metal products manufacturer to improve customer support and sales opportunities (SalesFunnel) and connected to the existing infrastructure. …
In this project, the requirements for the system affected by the product enhancement are collected and the corresponding processes are modeled. PTA assumes the roles of business and process analyst. …
In this project, a specification sheet is being drawn up to determine the scope and requirements of the new standard CRM system. The new CRM system should be leaner and more cost-effective …
In this project, a specification for a new individual software is created, which establishes a connection between the sales systems and the processing systems. PTA is responsible for project management - in …
The standard application of the Customer Service module must be adapted to the individual processes of customer support. Customer service should be able to process customer inquiries more efficiently and with higher …
To avoid data inconsistencies in the Dynamics 365 Sales system in the area of end customer marketing, a functionality is provided that performs an automated data consistency check and initiates data corrections …
The customer acts as a transport association in the public transport sector. The customer sells the SemesterTicket product for its affiliated transport companies and local public transport organisations. Before the start of …
At a transport association, the existing Dynamics 365 CRM system is to be expanded so that all customer and usage data already available in other systems can be merged. This applies in …
The customer acts as acquirer and enables access to the credit card system and ensures that the money is transferred from the issuer to the shop. The customer also manages a large …
The customer's IT department is supported within the scope of support, possible process optimisations and the resulting further developments. This mainly involves the areas of order and installation processing, including the input …
Customisations in Microsoft Dynamics CRM onPremise in relation to the new quotation calculation tool functionality when creating or updating customer data and projects. …
The customer works with a CRM system. Part of this system includes data exchange with other customer systems developed by third parties. Due to this transfer, technical data containing sensitive customer information …
The customer works with the Dynamics 365 CRM system and has only sold products and services from one business area type. However, as the customer introduces a new product portfolio, the CRM …
The existing system landscape will be renewed in the coming years. The main component is the migration to new SAP products such as S/4 HANA, Service Cloud and Sales Cloud. This will …
As part of the Salesforce Classic replacement, data is being migrated to the new Salesforce Lightning application. Leveraging KNIME as the data transformation tool, PTA focus was on a comprehensive analysis of …
The network connection applications created in MS Dynamics by the sales colleagues must be transferred to the i-connect system for further processing in ERP SAP. We are replacing the customer's existing C4C …
A central SAP system is being migrated from R/3 to S/4HANA. In context of this, business processes for customer service are redesigned and adjusted to the new system landscape. This includes processes …
The MS Dynamics app for contribution margin accounting is an important step towards a key figure-driven control of the customer company. With MS Dynamics CRM and Business Central, processes are automated and …
At a transport association, the existing Dynamics 365 CRM system is expanded to enable the consolidation of all customer and usage data already available in other systems. This applies in particular to …
Capturing leads and contacts in the MS Dynamics CRM system, a double opt-in is required for marketing consent via email. The status of the consent (requested and granted) should be stored in …
The customer plans to transfer the absence requests of its employees from a special time recording tool to its HR system and from there to the CRM sales system in which the …
The membership of a field service team changes regularly. Therefore, the teams are populated promptly before the assignment. The planning of field service assignments is simplified by the replacement of an Excel …
Leads are created in the CRM system via different touchpoints (web, CSV import, manual entry). A sales manager manually assigns these leads to sales employees according to certain rules. The goal of …
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