Bellevue, 98004, WA,
United States
Onactuate Consulting US
Onactuate Consulting US, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Onactuate Consulting US collaboration with software players such as Microsoft empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| Onactuate Consulting US | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management |
| Onactuate Consulting US | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP Financial Management |
| Onactuate Consulting US | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | SCM |
| Onactuate Consulting US | Microsoft | Microsoft Dynamics CRM | CRM | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight | Insight Source |
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Arbor Memorial | Professional Services | 2500 | $500M | Canada | Microsoft | Microsoft Dynamics CRM | CRM | 2021 | In 2021, Arbor Memorial implemented Microsoft Dynamics CRM as its enterprise CRM platform to consolidate sales and marketing processes across its Canadian operations. The deployment replaced Salesforce.com and used professional licensing from Microsoft Dynamics 365 to capture required functionality without an increase in licensing cost. The Microsoft Dynamics CRM implementation centralized core CRM capabilities including contact-centric sales workflows, reporting and business intelligence, and automated lead intake. Arbor simplified the sales process by eliminating a separate lead conversion step and treating prospects as contacts, and they extended functionality with PowerObjects PowerPack add-ons such as PowerWebForm for web lead aggregation and PowerAttachment for attachment storage management. Implementation partners Onactuate Consulting US and PowerObjects supported process definition and configuration, helping Arbor define internal sales processes and identify out-of-the-box capabilities to maximize usability. The solution was provisioned for a sales force of more than 450 representatives across approximately 40 locations in Canada, with end users running CRM on Surface Tablets integrated with Office 365 productivity tooling. Operational governance shifted CRM ownership into the marketing division, which now drives marketing lead creation, attribution and assignment by branch within the CRM system. Arbor automated previously manual referral workflows so funeral homes submit contacts directly through PowerWebForm and CRM assigns referrals to the appropriate cemetery manager, a change that has processed about 4,200 referrals and materially reduced referral processing time. Explicit outcomes reported include improved data and reporting metrics, higher user adoption versus the prior system, approximately 14 GB of storage saved through PowerAttachment, and the planned future integration of an existing contract management system with Microsoft Dynamics CRM. | |
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Ontario Teachers Insurance Plan | Insurance | 600 | $150M | Canada | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | 2018 | In 2018 Ontario Teachers Insurance Plan implemented Microsoft Dynamics 365 Supply Chain Management with Onactuate Consulting US leading the engagement. The deployment was scoped as a replacement for the organization’s Microsoft Dynamics NAV 2016 ERP instance and aligned Finance and supply chain capabilities under a single Microsoft solution. The implementation covered analysis, design, development, testing, deployment and project management, and included Master Data Migration to Dynamics 365 for Finance and Supply Chain Management. Configuration emphasized core Supply Chain Management capabilities and financial integration, with workstreams for master data consolidation and process orchestration to reduce manual steps. Operational coverage focused on back office finance and supply chain workflows that support the insurer’s group and individual product lines across the not for profit Canada entity. Integrations and data migration centered on consolidating transactional and master data into Microsoft Dynamics 365 Supply Chain Management to enable unified inventory, procurement and financial record workflows. Onactuate Consulting US managed project governance, testing cycles and deployment activities, and the rollout design prioritized process standardization and user enablement to address the prior semi automated processes and over dependence on IT for routine tasks. The engagement documented standard operating procedures and migration controls as part of the Dynamics 365 Supply Chain Management implementation. | |
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Arbor Memorial | Professional Services | 2500 | $500M | Canada | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2021 | In 2021, Arbor Memorial implemented Microsoft Dynamics 365 for Finance and Operations as its enterprise ERP Financial platform. The deployment was executed as an enterprise rollout in partnership with Onactuate Consulting US and included a parallel custom CRM solution to support customer lifecycle and reporting requirements. The implementation centered on Finance and Operations functionality typical of ERP Financial systems, including general ledger, accounts payable, accounts receivable, fixed assets and project accounting, with an emphasis on reporting and regulatory financial processes. Configuration work addressed report rationalization, with requirements management efforts streamlining over 800 reports that are integral to Microsoft Dynamics 365 for Finance and Operations. Data integration and quality were core operational priorities, with cross team collaboration and data cleanup initiatives applied to a customer master dataset of over 4 million records. The project integrated the custom CRM solution to align customer and financial records, and business analysts used tools such as MS Visio, MS Project, JIRA and TestRail to document processes, manage requirements and validate testing. Governance and delivery followed established SDLC and Agile SCRUM practices, supported by requirement workshops, stakeholder analysis, development of user stories and acceptance criteria, and RAID log management. Explicit outcomes recorded during the engagement include streamlining requirements management for more than 800 reports and increasing data accuracy of over 4 million key customer records by 70 percent. | |
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Manufacturing | 200 | $120M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2019 |
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Insurance | 600 | $150M | Canada | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2018 |
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Government | 81 | $12M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2017 |
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Construction and Real Estate | 200 | $50M | Canada | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2016 |
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Professional Services | 231 | $115M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2019 |
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Government | 4000 | $2.4B | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2017 |
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Buyer Intent: Companies Evaluating Onactuate Consulting US Services
- Klyck.Io Canada, a Canada based Professional Services organization with 50 Employees
- MGM Resorts, a United States based Leisure and Hospitality company with 58000 Employees
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