London, EC2A 2EA,
United Kingdom
Xpedition
Xpedition, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Xpedition collaboration with software players such as Microsoft, ClickDimensions and Xpedition 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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| Xpedition | Xpedition | Dynamics 365 for Wealth Management | CRM and Investor Relationship Management | Investment Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Ageas UK | Insurance | 2600 | $835M | United Kingdom | Microsoft | Microsoft Dynamics CRM | CRM | 2021 |
In 2021, Ageas UK engaged Xpedition through a formal procurement to deploy Microsoft Dynamics CRM as its CRM solution. Xpedition won the work against larger consultancies by shaping a comprehensive project scope through detailed questioning and idea generation, and the engagement was structured into two defined phases to control cost and align with Ageas culture.
During the definition phase Xpedition and Ageas performed a thorough scope review, rationalising workstreams and splitting delivery between in-house teams and Xpedition resources. The implementation delivered a core broker relationship management solution on Microsoft Dynamics CRM, leveraging existing iSeries data as the primary data source, and included ClickDimensions digital marketing to segment, manage, and target brokers with relevant offerings. Deployment prioritized the highest value business functions to go live first, reflecting a phased rollout approach.
Integration work was explicitly sophisticated because the CRM implementation had interdependencies with a new broker extranet project and a major digital marketing campaign, requiring coordinated sequencing across programs. The solution connected broker management processes with digital marketing capabilities, aligning sales and marketing workflows within the CRM environment and ensuring broker data from iSeries fed campaign segmentation and targeting.
Governance emphasized collaborative delivery and cost control, with a robust plan produced in the definition phase that documented scope, responsibilities, and the prioritized go live sequence. The project outcome stated that Ageas retained a collaborative model, costs were kept down through scope rationalisation and split resourcing, and Xpedition delivered the Microsoft Dynamics CRM based broker relationship management and ClickDimensions integration as specified.
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Ageas UK | Insurance | 2600 | $835M | United Kingdom | Microsoft | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | 2021 |
In 2021, Ageas UK engaged Xpedition to implement Microsoft Dynamics 365 Customer Engagement as its Customer Engagement application. The procurement process was formal and competitive, and Xpedition won the project by shaping a comprehensive scope through detailed questioning and pragmatic design ideas. The program was split into two phases, beginning with a full-scope review that rationalised deliverables and allocated work between Ageas in-house teams and Xpedition to control costs and enable a collaborative delivery model. During the definition phase Xpedition produced a robust plan that covered both existing and new functionality prior to deployment.
The deployment delivered a core broker relationship management solution built on Microsoft Dynamics 365 Customer Engagement. Implemented capabilities included broker lifecycle and relationship workflows, marketing automation integration, and segmentation and targeting for broker offers. ClickDimensions digital marketing was embedded as the marketing automation component to segment, manage and target brokers with relevant offerings, and existing iSeries data feeds were used to populate CRM records and support broker-facing processes.
Integration was a major focus due to interdependencies with a new broker extranet project and a concurrent major digital marketing campaign. The implementation required coordinated integration points between Dynamics 365 Customer Engagement, ClickDimensions, and upstream iSeries data to maintain consistent broker and campaign data across systems. These integration efforts were executed to support Customer Engagement scenarios such as segmented outreach, campaign orchestration, and broker relationship management.
Governance and rollout emphasized phased delivery, with prioritisation of the most critical business functions for initial go live and a staged plan for subsequent capabilities. Xpedition led the definition and deployment phases in close collaboration with Ageas teams, enabling scope rationalisation, configuration planning, automation of broker workflows, and a staged cutover approach that aligned with other business critical initiatives. The engagement model intentionally split responsibilities between vendor and in-house staff to reduce costs and align with Ageas cultural preferences for collaboration.
Explicit outcomes reported included the delivery of the core broker relationship management solution and the implementation of ClickDimensions for targeted broker segmentation and campaign management, alongside scope rationalisation that helped keep costs down. No quantitative performance metrics or financial impacts were provided in the source material.
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Ageas UK | Insurance | 2600 | $835M | United Kingdom | ClickDimensions | ClickDimensions Marketing Automation | Marketing Automation | 2021 |
Ageas UK implemented ClickDimensions Marketing Automation in 2021. Xpedition engaged through a formal procurement process and won the engagement by posing detailed questions and shaping a comprehensive project scope. The work was organized into two phases, a definition phase to rationalise scope and a deployment phase that prioritised the highest value business functions for initial go live. The implementation used ClickDimensions Marketing Automation to deliver Marketing Automation capabilities focused on broker engagement and campaign segmentation.
During the definition phase Xpedition and Ageas rationalised requirements and divided delivery between in-house teams and Xpedition resources to control cost and align with Ageas culture. Xpedition produced a detailed plan covering existing and new functionality, and in deployment the team configured ClickDimensions Marketing Automation to segment, manage and target brokers. The delivered solution included a core broker relationship management capability built to consume existing iSeries data, with ClickDimensions Marketing Automation embedded for digital marketing execution.
Integration work was sophisticated and required coordination with concurrent projects, notably a new broker extranet and a major digital marketing campaign, creating interdependencies that were explicitly managed in the project plan. ClickDimensions Marketing Automation was integrated into broker CRM workflows and fed by iSeries data to enable targeted campaigns and list segmentation. Operational coverage focused on broker relationship management and marketing functions within Ageas UK.
Governance emphasized a collaborative delivery model, phased rollouts and prioritisation of critical functions to minimise disruption. The split of responsibilities between Ageas and Xpedition helped keep costs down and suited Ageas culturally, and the project delivered broker targeting and segmentation capabilities through ClickDimensions Marketing Automation. Xpedition led definition and deployment planning to coordinate integrations with the broker extranet and the wider digital marketing campaign.
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Distribution | 90 | $23M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2021 |
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Banking and Financial Services | 50 | $68M | United Kingdom | Xpedition | Dynamics 365 for Wealth Management | CRM and Investor Relationship Management | 2018 |
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Banking and Financial Services | 850 | $201M | United Kingdom | Microsoft | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | 2022 |
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Banking and Financial Services | 850 | $201M | United Kingdom | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2022 |
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Retail | 105 | $29M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2022 |
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Non Profit | 100 | $9M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2023 |
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Banking and Financial Services | 150 | $25M | United Kingdom | Microsoft | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | 2022 |
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Buyer Intent: Companies Evaluating Xpedition Services
- Nova Communications, a Serbia based Professional Services organization with 20 Employees
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