Systems Integration and CRM Platform for Oil & Gas Enterprise
Services Covered:

Industry
Energy & Natural Resources
Duration
12 months
Budget
50K - 199K
Start Date
1 January 2009
Team Size
1-5
Engagement Model
Onshore
Project Capability Score (PCS)
77/100
Good
Project Capability Score (PCS) estimates how capable Ideo Software is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS
Client
PGNiG
Project Summary
Ideo developed a custom platform that used a custom version of Microsoft SQL Server and GenesisSolutions to connect to the client's CRM and integrate multiple databases. The platform centralized client information across Oracle and SQL Server systems to support customer compliance in the contact center. After rollout, staff found the system user-friendly and adoption occurred within a few months; the vendor was available, communicative, and provided good value.
Key Challenges
- Need for an electronic customer compliance system
- Integrate multiple systems and databases (Oracle SQL and SQL Server) to maintain consistent client information
Project Deliverables
- Custom platform based on Microsoft SQL Server
- CRM integration using GenesisSolutions
- Database integrations with Oracle SQL and SQL Server
- Electronic customer compliance system
Project Solution
Ideo developed a custom platform built on a customized Microsoft SQL Server and integrated it with the client's CRM via GenesisSolutions. The engagement included integrating multiple systems and databases (Oracle SQL and SQL Server) to maintain consistent client information across contact center systems. The vendor delivered the solution with a small team (one PM and two programmers) over a one-year development period.
Project Outcome
- Employees adopted the system within two to three months
- Integration produced no negative effects between systems
- The solution remains in use after project completion
- Vendor provided responsive support and good value for money
Platforms
CRM
Tech Stack
SQL
Oracle
Client Endorsement
Overall Review Rating
5
5 out of 5 stars
Timeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“After learning how to use the new system, the staff have found it to be user-friendly and easy to use, with the transition taking place smoothly. The team was readily available, productive, and communicative throughout the process, while providing good value for money.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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