Project at a glance
Birch Hill Equity Partners, Canada's leading mid-market buyout firm, required a seamless transition from its parent bank's infrastructure to an independent, optimized system. With $1.7 billion in capital under management and a reputation for long-term value creation, Birch Hill needed a technology partner that could provide a comprehensive solution.
100%
The Microsoft Dynamics GP and CRM integration was completed on schedule and within budget, ensuring minimal disruption to Birch Hill’s operations.
Zero Downtime
Birch Hill successfully migrated from its parent bank's infrastructure with zero downtime, maintaining continuous access to critical systems and data.
The Tools
Products and services implemented
Service
Business Impact Assessment
Implementation
Microsoft Dynamics GP
Implementation
Microsoft Dynamics CRM
The Challenge
Establishing Independence with Optimized Operations
"360 provided us with solid expertise all the way from initial analysis, through implementation, to ongoing service. We avoided all the finger-pointing, wasted time, and wasted money that can come from using multiple firms."
Pierre Schuurmans
COO - Birch Hill Equity Partners
The Solution
Implementing a Comprehensive, Integrated Technology Framework
360 Visibility provided Birch Hill with a complete technology solution, starting with the implementation of Microsoft Dynamics GP as the backbone of the firm’s accounting and operating platform. This enterprise-wide resource planning solution was crucial in managing Birch Hill’s financial operations. To enhance customer relationship management, Microsoft CRM was integrated into the system, allowing Birch Hill to effectively manage all key customer touch-points. Furthermore, Blackberry wireless communications devices were streamlined with the CRM system, enabling Birch Hill’s staff to maintain connectivity anytime and anywhere. 360 Visibility's ongoing support ensures that Birch Hill’s infrastructure remains secure and fully operational, allowing the firm to focus on its core business activities.
The Results
Achieving Seamless Integration and Operational Efficiency through Tailored Technology Solutions
1
Reliable and Secure Technology Infrastructure:
Birch Hill now operates with a reliable, secure, and robust technology infrastructure that supports its complex financial and operational needs.
2
On-Time and On-Budget Implementation:
The implementation of Dynamics GP and CRM was completed on time and within budget, ensuring a smooth transition without unnecessary delays or costs.
3
Seamless Communication and Connectivity:
The integration of Blackberry devices with CRM ensures that Birch Hill’s team remains connected and informed, no matter where they are, improving productivity and responsiveness.
4
Continuous Support and Maintenance:
360 Visibility’s ongoing support ensures that Birch Hill’s infrastructure remains secure, up-to-date, and functioning at its best, providing peace of mind and allowing the firm to focus on value creation.
"At 360 Visibility, we pride ourselves on being a trusted partner for companies like Birch Hill Equity Partners. Our comprehensive approach to implementing and supporting their technology needs has empowered them to focus on what they do best—creating long-term value for their clients."
Barbara Allen
Vice President, Client Solutions - 360 Visibility
