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 Implemented Salesforce for a Leading International Organization Case Study
Case Study

Streamlining Proposal Workflows: How a North American Marine & Space Equipment Manufacturer Improved Productivity by Migrating from Oracle to MS Dynamics 365

Client

Located in Texas, USA, the client is a leading provider of subsea equipment and technology, specializing in precision-engineered solutions tailored for extreme environments, including space, marine, and deep-sea applications. With a strong legacy of innovation, the company has played a pivotal role in advancing remotely operated vehicle (ROV) services, maritime and cargo logistics, and space systems (OSS). Committed to pushing the boundaries of engineering excellence, the company prioritizes safety and performance in the most challenging conditions.

Industry

Manufacturing


Region

US

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The Challenge: Outdated Systems, Stalled Efficiency

The client relied on an Oracle ERP-based system for proposal management—an aging platform that had become increasingly costly to maintain and resistant to integration with Azure-based applications within their ecosystem.

For the CIO, this was a growing concern. As the organization expanded, the lack of seamless connectivity between systems slowed down critical operations, creating inefficiencies that rippled across departments. With multiple stakeholders involved, approvals remained largely manual, causing significant delays in proposal reviews and final submissions. What should have been a streamlined, data-driven process instead turned into an administrative burden, consuming valuable time and resources.

The client required a modern, cloud-integrated solution that could enhance collaboration, automate workflows, and eliminate operational gaps.

The Solution: Datamatics Seamless Integration

Datamatics designed and implemented a new proposal management system using Dynamics 365 CRM, a cloud-based solution built on Azure. This transformation allowed seamless integration with essential Microsoft applications like SharePoint and MS Teams, ensuring a more connected and collaborative workflow.

This ensured that accurate pricing estimates were available in real time, empowering teams to create competitive and precise proposals without the delays and inconsistencies of the past.

By replacing the outdated, manual approval process with an automated, cloud-integrated system, Datamatics delivered a scalable, cost-effective, and future-ready solution—one that not only optimized proposal workflows but also positioned the client for sustained growth in an increasingly competitive industry.

Impacts: Enhanced Efficiency, Productivity Unleashed

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Reduced maintenance cost
with cloud-based solution

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60% Improvement
in Proposal submission efficiency

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Proposal win ratio improved
significantly with the help of accurate pricing

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