Design and Setup

Cognate is a Microsoft business partner with a team of Microsoft Certified Professionals

Cognate is a Microsoft business partner with a team of Microsoft Certified Professionals specialising in Customer Relationship Management. We pride ourselves is successfully being able to communicate on the bridge between business and technology. Our services include consulting, design and deployments that pertain mainly to Microsoft Dynamics 365 (Previously known as Microsoft Dynamics CRM).
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With twenty-four years of solution design, project management and technical infrastructure experience, Cognate is well positioned as your partner of choice.

Cognate uses the Microsoft Dynamics Sure Step and our previous project experience during the implementation of Microsoft Dynamics. The methodology includes agile and standard project management disciplines and field-tested best practices, as well as user-friendly tools to help enable us to deploy, migrate, configure, and upgrade Microsoft Dynamics customer relationship management solutions.

  • Our approach

    We believe the solution starts with understanding how your organisation communicates with its customers then how your business leaders want to innovate. Harnessing your business leadership experience provides the big picture thinking that facilitates ‘best of breed’ processes. We achieved this in four steps;

    1. First understand your business processes, objective and customer relationship management strategies
    2. Define the GAP between where you are and where you want to be
    3. Translate that knowledge into a system to improve your customer engagement
    4. Train your key users and provide operational support.
  • Here is a list of a few of our achievements

    • Bespoke solutions for the non-profit organisation and medical industries.
    • Custom relationship management applications including Minutes of Meeting, Requests and Claim Processing, Strategic Initiatives, National Workflow Approvals and Professional Services Timekeeping.
    • Successfully migrated big data of over five million loyalty card customers.
    • Integrated with Microsoft Dynamics NAV, SAP, SysPro Enterprise Resource Planning (ERP) and Qlikview systems.
    • Extensive Analysis, Design and Implementation services with local and international customers.
    • Setup and secure configuration of Dynamics CRM on-premise with Microsoft online Office365 SharePoint (Document management system).
    • Secure Microsoft Dynamics 365 Internet Facing Deployments.