Richard Safford Group LLC - AI, Power Platform & Data Integration

Customer Success Stories

Legacy CRM Migration & Integration

Successfully migrated Dynamics CRM 4.0 to CRM 2015, and upgraded to the latest version of CRM 2016. This complex project involved full data migration with advanced permission mapping using POA, asynchronous process analysis, and reverse compatibility checks. Despite the parent software providers offering no support, we navigated through legacy AD tenant integrations and delivered a seamless solution, exceeding client expectations over a multi-phase engagement.

Hitachi ITIL & SLA Optimization

Transformed a struggling support SLA from 38% to a stellar 99% within one year for a major Hitachi project, leveraging ITIL methodology and custom CRM solutions. Our contributions were so impactful that Hitachi extended direct offers to join their team, recognizing the unparalleled expertise cultivated at Richard Safford Group. This achievement set a new standard for client support excellence.

Advanced Technical Leadership for GCC & GCCH

As a Senior Developer and Technical Architect, led a team in the integration of advanced CRM solutions across GCC and GCCH environments. This included GAC deployments, beta testing new features, and driving compliance for both commercial and federal clients. Our guidance in complex AD and CRM configurations ensured smooth transitions and enhanced system stability.

Dynamics CRM Support for Sage Publishing

Supported Sage Publishing in a multifunctional technical role, providing expert recommendations on leveraging Dynamics CRM 365, low code/no code strategies, and implementing machine learning and AI. Our comprehensive support empowered Sage to optimize operations and expand their use of CRM's out-of-the-box functionalities for strategic gains.

Local Community Support & Technology Advocacy

Actively involved in supporting local community initiatives by offering 3D printing resources and technology education. Through hands-on workshops and collaborative projects, we helped bridge the gap between technology and community, inspiring new generations of tech enthusiasts and problem solvers.

Custom .NET Reporting Solution & Xamarin Integration

Developed a complete .NET-based reporting solution independent of SSRS or Power BI. This system delivered advanced sales analytics for tire inventory, project management, resource management, and supply chain. The solution supported paginated reports across Excel, Word, and other Office products. Additionally, the system was extended to Xamarin for cross-platform compatibility on Windows, Android, and iOS. This solution set a benchmark in reporting flexibility and evolved into a foundational element of current Power Apps solutions.

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