Schwettmann Technologies specializes in digital transformation and CRM implementations, primarily using Microsoft Dynamics 365, with offices in Germany and India. They focus on tailored solutions for various industries, including banking, insurance, and telecom, utilizing agile methodologies to enhance customer engagement and streamline business processes. Their expert team offers comprehensive services including consulting, project management, user training, and ongoing support to maximize client ROI.

1. We transform your Business
into future and Digital Ready

2. Serving Major
brands in Europe
and India.
Highly experience
professionals with
proven track record.
Office in Osnabrück,
Germany and Hyderabad,
India
18 Successful Migration
and Implementations
Focused and customer
specific approach
D365 Solution and
Web Development
Solution Provider

3. What We Are
Our vision & value pillars:
Microsoft Dynamics 365 CRM
Implementation
Implement Microsoft Dynamics 365
CRM with agile methodology and start
generating a real return on investment.
Upgrade to Microsoft Dynamics 365
Customer Engagement
Seamlessly migrate your older, on-
premise Microsoft Dynamics CRM
installation to the cloud version of CRM.
Integrate with Microsoft and external
systems
Expertise in integration of D365
Customer engagement with Business
Central, Finance and Operations, NAV,
AX, and other systems.
Support Model for Dynamics 365
Customer Engagement
Our expert team handles various flexible
engagement models to support business.
Customer Onboarding
Sales & Quote Management
Campaign Management
Contract Management
Case / Service Management
Dashboards & Reports
We thrive digital transformation of organization by
understanding the business challenges and
provide solution through intelligent and actions.
CRM

4. Brands We are Serving

5. Service Delivery Offerings / Capabilities
Service Delivery Offerings / Capabilities
Consulting , Analysis and Project
Management
CRM Implementation
CRM Transformation and Change
Management
CRM Administration and support
24*7*365 support - Onsite & Offshore
support & maintenance
User Training & Change Management
CRM Upgrade and Cloud Migration
Industry / Competency Capabilities
Industry / Competency Capabilities
Banking Insurance Telecom Manufacturing Oil and Gas
Web Technologies
Supply Chain
D365 CRM SharePoint Azure Cloud Cyber Security
Integration Offerings / Capabilities
Integration Offerings / Capabilities
Web Portal API Management Middleware
IVR,CTI ,SMS/ email, handheld
& mobile
Data Integration (ETL tools,
Informatica)
AI and ML
Upgrade: Planning & Deployment
Our CRM Offering and Capabilities

6. Our expertise and solution for industries
Telekom
Banking
Insurance
• Customer 360 Degree View
• Customer Sales
• Marketing and Campaign Management
• Customer Service
• KYC and Document Management
• Service Base Campaign
• Customer Contract management
• Document Management
• Service Level Agreement
• Customer 360 Degree View
• Insurance Sales and Opportunities
• Campaign Management
• Customer Claim process
• Contact Centre
• Customer Service
• KYC and Document Management
• Service Base Campaign
• Customer Contract management
• Document Management
• Account Management
• Sales and Opportunity process
• Contract life cycle management
• Auto case management and escalation
• Document Management
Web Development
• Web Development
• Frontend Development
• Backend Development
• ReactJS Development
• Angular Development
• UX and UI Design service
• Application Migration Services

7. Our D365 CRM Capability

8. Single customer view
 Customer profiles
 Asset details
 Services
 Interactions and advices
 Campaigns
 Leads Management
 Opportunities
 Applications
Customer
NBA and NBO
Assets
Services
Subscriptions
Applications
Interactions
Orders
Statements Products
Opportunities Complaints
Queries Application

9. Lead Nurturing and
Opportunity
Management
Product Catalog
Cross Selling and Up
Selling
Account, Contact and
Competitor
Management
Goal and Target
Management
Sales Performance
Analytics
Pricing, Quote and
Order management
Sales Activities and
Tracking
Dashboard and Reports
Lead Opportunity Quote Sales Order Fulfillment Invoice
Prospect Customer
Lead and Opportunity Management

10. Microsoft Dynamics 365 for Marketing- Overview
Create graphical email messages and online
content to support marketing initiatives
Design interactive customer journeys to
nurture leads with
personalized experiences
Tap into LinkedIn's business prospects
Share information across teams
Know your leads better
Organize and publicize events
Analyze and document your marketing
return on investment
Prioritize leads for more wins
Make survey results more actionable
• Orchestrate real-time journeys
• Design customer-led experiences
• Deliver seamless experiences across digital and physical channels
• Take advantage of real-time customer data changes
• Simplify journey management
• Design end-to-end journeys that increase engagement
• Target the right audience
• Bring cohesiveness across the end-to-end customer journey
• Nurture leads and accounts
• Turn event, meeting, and webinar attendees into loyal customers
• Delight customers with rich personalization
• Easily create engaging content with AI assistance
• Experiment to increase engagement
• Improve marketing effectiveness
• Act on a 360-degree understanding of the customer

11. Microsoft Dynamics 365 for Marketing
Multi Channel
Campaign
Marketing
through Email
Marketing
landing
dashboard
Activities and
Events
Sales
Navigator(
LinkedIn)
Lead Nurturing
Prospect and
lead follow-up
Detail view
Industry and
customer
specific lead
nurture
Business and
Workflows
Campaign
Management
Campaign
setup
Targeting
Market List
Campaign
Execution
Campaign
Response
Social Listening
Administer
Social
Engagement
Listen Social
Media
Conversation
Analyze social
data by using
widgets
Engage Social
Networks
Reporting
Dashboard
and Insight
Surveys
Power BI
Feature
OOB
dashboards

12. Contract Lifecycle Management with Schwettmann Tech Accelerator
Contract Lifecycle
Management
Renewal/
Disposition
Contract
Request
Review
Approval
Publish
Storage
Record
Management
Search and
Retrieval
Audit and
Reporting
Contract renew
and expiry
management
Alert and Reminders
Access
privileges
Reporting
Contract
Creation Workflow
Contract Templates
Approval Workflow
Auto folder creation

13. PROVIDE SELF-
SERVICE OPTIONS
PERSONALIZE
CUSTOMER
EXPERIENCES
INCREASE AGENT
PRODUCTIVITY
OPTIMIZE SERVICE
OPERATIONS
 Activate virtual agents for modern self-service solutions
 Give customers direct access to your knowledge base
 Share knowledge through community portals
 Get a 360-degree view of your customer
 Help customers engage on their terms
 Anticipate customer needs
 Automatically assign requests to the best-suited agent
 Help agents get answers faster
 Multitask with ease
 Strengthen cross-team collaboration
 Act on customer feedback
 Streamline the knowledge-search experience
 Analyze comprehensive support insights
 Adapt quickly to real-time customer sentiment
 Monitor success using unified KPIs
 Understand agent behavior with knowledge-search insights
Microsoft Dynamics 365 for Customer Service Overview

14. Dynamic 365 Customer Insights
 Get deeper insights and richer profiles
 Optimize and orchestrate real-time customer journeys
 Improve retention and loyalty
 Personalize B2B customer experiences and protect privacy
 Create a single view of the customer
 Accurately identify customers
 Gain a richer view of your customer
 Capture customer sentiment
 Maximize revenue and retention
 Optimize for the next best step
 Discover new customer segments
 Maximize business performance by tracking relevant KPIs
 Get granular insights with advanced analytics

15. 1
Web Development
Our team of experienced developers and consultants bring
with them over a decade’s worth of experience. Great
expertise on complex architectures to developing responsive
frontend applications.
2
Mobile App Development
We specialize in native and cross platform consumer
apps.
We offer expertise for end-to-end product design and development, with solutions tailor-
made to fit your product’s unique requirements
HTML Javascript React JS Angular
3
UX/UI
Our UX/UI design and app development expertise span
across a variety of technologies and industries.

16. Our Accelerator

17. Dynamic 365 Accelerators
Email parser extracts email data to create Dynamics 365
records. The App parses the email subject and body based
on the parsing rules and creates record based on business
rule.
• Create Leads automatically
• Create Cases automatically
• Auto process creation and selection
• Notification and Alerts based on rule
• Email Reader
• Auto assignment of leads or cases
• Structured data extraction
• Classification of received email and prioritizations
• Rule based routing and assignment
Benefits
Email Parser
D365 contract management allows you create contract,
manage contract life cycle, security access to support a wide
range of Dynamics user audiences and companies of all
sizes, scales, and industries.
• Contract Creation
• Account Management
• Auto folder creation
• SharePoint Integration
• Service base campaign to renew contract
• Alert engine to track contract expiry
• Complex business phases
• Integration with sales process
• Termination of contract
• Creation of contract from template
Benefits
Contract Management

18. Methodology and Approach

19. Our Agile Approach
Feedback loop from business and
stakeholders to have better view of
solution and changes required to
enhance the solution.
As Is Analysis and Requirement
Prioritisation
Implementation and Quality Test
As Is Analysis of existing process
and understanding of pain
points. Understanding of road
map and To-Be Process.
Change Management
and sensitise business
user for new process and
benefit. It includes risk
assessment and
alternate approach.
Quick change in development
based on solution walk through and
feedback
Implementation of To-Be solution and
enhancement of system to make Business
user friendly based on feedback
Prioritise
business
processes
Gap Analysis
Production
Business
provides
feedback to
iterate and
improve
Rapid
business
change
Agile
development
Agile
testing with
each sprint
Solution Delivery and Support
Support
Feedback

20. Our Project Management Approach
Strategic support:
• Aligning project work with the corporate strategy by
classifying, selecting, and prioritizing) projects.
Managing a multi-project environment / Resource
management:
• Scope, budgets and resources preparation
Project implementation / Services:
• Operational support in projects by taking on the
management of a project
• Executing defined subtasks or providing project assistants.
Methods, processes and tools:
• Best practice and methodologies and processes.
• Selection, implementation and management of appropriate
tools for the different roles in project and portfolio
management.
Key Activities Deliverables
• Kick-off meeting
• Project Repository
• Project Charter (high-level
objectives and key
stakeholders)
• Project Charter Approval
Initiation Planning
Closing
Execution
• Project reference document ( definition, Glossary etc.)
• Preliminary UX prototype & Guiding standards
• System requirements specification & functional document
• Test strategy document (Test Approach)
• Infrastructure set up ( HW/SW installation)
• Physical data model and integration design document
• Application functional design
• Data Migration and Cutover Plan:
• Data Inventory
• Migration Environment & Architecture Requirements
• Functional Migration Design
• Migration Overview
• Mapping Rules
• Migration Reconciliation Approach
• Rollout Execution Plan
Migration Strategy , Scope Definition, Approach
•Status report
•Meeting Notes / Action Items
•Communications
•Project Change Request / Change Control
•Go-Live Sign Off / Final Project Acceptance
•Project Work plan
•Requirements Document
•Stakeholders register
•Risk & Issues Log
•Communications plan
•Training Plan
•Plans and Requirements Document
Acceptance
•Lessons Learned
•Project Closure in
Smartsheet
•Project Closure Notification

21. Our Testing Strategy
Unit Testing
Functional
Testing
Performance
Testing
Availability
Testing
Accessibility
and Usability
Testing
Penetration
Testing
System
Integration
Testing
• Test Strategy
• Test Plan
• Test Scripts
• Common Test Data Approach
• Daily Test Status Report
• Weekly Test Status Report
• Test Closure Memo
• Defect
Deliverables
Using EasyRepro for Automated UI
Testing in Dynamics 365 Power Apps
Prepare Test Scripts
to capture data
Design logic and
flow
Execute scripts to
automate process
Run automated UI
tests to execute
process
Generate reports to
analyze failures
Build a platform to
suit automation
testing

22. Our Migration Strategy
Data Migration Analysis and Assessment Data Migration Strategy Execution Go Live and Cutover Planning
Decision and approval for
transformation of data
and structure
Analysis of data and its
structure
Identify functional blocks
and Data Elements for
each area
Define data migration
based on roll-out strategy
Selection of Migration
tool
Target system definition
and mapping of data
Transformation rules and
strategy
Extraction data and
selection of sources
Data migration mapping
and design
• Dry runs
• Mapping verification
• Reconciliation
• Verification
• Validation
• Business sign-off
• Target system check
• Data leakage and
quality check
Cutover workshops-
Finalize tasks, lead time,
dependencies, owner
Cutover communication
plan, contingency plan
Reconciliation, business
sign-off, cutover
completion
communication
Cutover execution, status
dashboards, review,
corrective action

23. We will build and deploy D365 CRM
application on modern integration
architecture to overcome IT & legacy
system challenges and enable
communication, collaboration and
provisioning between multiple
different IT System Components
Campaign
Management
Trend Analysis
Customer
Campaign
Response
Master Data
Customer Product Content
Marketing
Campaign
Activities
SharePoint
Lead
Management
Prospect
Management Competitors
Sales
Opportunity
Management
Customer Portal CRM Clients
CRM User
Case
Management
Knowledge
base Article
Service
Case Status,
Queries and
Complaints
Access to CRM based on user
roles and privileges
Business
Workflows
Landing Dashboard
External
Document
Management
External
Customer
management
Customer
Information
Credit Scoring
External
Product
Management
Security Framework
Security Framework
Tender
Information
Email
Email,
Appointments,
contact and
task
Set Up
Notification
Approval
Search
Agreements
Manage Quote
Approval Flow
Quote Cycle
Quote
Management
Customer
Onboarding
Contract
Management
SMS
SMS
Email
Case Capture
Routing and
Assignment
Exchange Server
External Systems
Document Management
Contact Center
IVR
Status
and
Alerts
External
System
requires for
Day-to-Day
operation
USD/ CTI
Contact Center Agent
Contact center
Dashboard
The following diagram provides the high-level implementation architecture and capability of the CRM Components from our previous
engagements.
Customer Data Storage
and Management
Azure

24. Our Team

25. Normen Schwettmann
Director at Schwettmann GmbH
Osnabrück, Germany
Normen Schwettmann is a technology enthusiast based in
Germany. Normen Loves to write codes and design new
solutions. He has more than 20 years experience in CRM,
Cloud, Web Technologies, Block Chain and Artificial
Intelligence.
Dillip Parida
Director at Schwettmann India
Hyderabad, India
Dillip Parida is into product management and solution delivery
area, based in Hyderabad, India. He has more than 16 years
experience in CRM, Project Management, Product Management
and Delivery.
Meet the Core Team
Sumanth Kusuma
Lead Architect , Schwettmann India
Hyderabad, India
Sumanth Kusuma has more than 10 years of experience in
implementation, architecture and development. He has
delivered multiple projects in different geographical
locations and have experience in complex areas. He is
responsible for best practice and designing of best of
architecture for our implementations.
Sony Gunda
Lead at Development, Schwettmann India
Hyderabad, India
Sony Gunda has more than 10 years of experience in
implementation, design and development. She worked with large
MNCs and has delivered large scale projects successfully. She
takes care of offshore development in India and delivery of
solution.

26. Our Schwettmann Team to drive your requirement from inception to Business Use
Dillip Parida
Director, Schwettmann
India
Arif
Full Stack
Developer
Sindhoori Kusuma
D365 Developer
Priyanka
PMO and Admin
Schwettmann Leadership Team
Schwettmann Technical Lead
Team
Schwettmann Project Team
Team of 25 resources
based on-demand
approach dedicated to
Schwettmann including
Developer, Tester,
Business Analyst and
Consultants available
around the clock.
Normen
Schwettmann
Director, Schwettmann
Group
Arun
Lead Architect/
Development Manager
Sumanth Kusuma
Lead Architect/
Development
Manager
Dillip Parida
Sr. Architect/
Development Lead
Anil Choudhury
Test Lead
Dhiren Kumar
Sr. Full Stack
Developer

27.  Dillip Kumar Parida is a Business and Technology Consulting with
Schwettmann India.
 Prior to founding Schwettmann India, Dillip worked for Bank of
Baroda, Capgemini, HCL, Tech Mahindra, Veripark and Novartis in
different roles with key focus on Digital Transformation and CRM in
different Geographical locations.
 Dillip holds Engineering Degree and Masters in Business
Administration, and he has over 16 years of Business and Digital
consulting experience.
 Dillip has extensive experience in overseeing major digital
transformation programs in Banking, Insurance, Telecom and
Healthcare Industry.
 Digital & IT consulting has involved in all aspects of ERP, CRM, BI and
emerging technologies.
 12 yrs. of experience in Product Management, Project Management, Banking, Consulting, Business Analysis, e-commerce, CRM, Scrum
Agile, Business Process Modelling and ITIL.
 Experience in Product Management, Consulting, Business Analysis and presales of Enterprise Software Solution like Core Banking
Transformation, Lending solution, KYC Solution, CRM, eCommerce and digital technologies.
 Experience in multiple business-critical change programmes to support Group's strategic End to End Process Simplification Programme
for large banks.
 Experience in business process modeling using ARIS and VISIO for various banking processes.
 Having a strong understanding of finance banking and functional process knowledge on different areas.
 Experience of Target State Design sessions to facilitate the design discussion and document target state business and technology
process models. (e.g. Event Driven Process Chain diagram, Functional Allocation Diagram, Value Chain, Process Framework, Swim Lane
Models).
 Experience using MS Project or other project management tool.
 Work with the sales team to develop selling strategy within the target accounts – Created and delivered effective presentations and
sales tools for the sales team.
 Prepare Techno commercial proposal for banking solutions and CRM which includes SOW, effort estimation, Solution outline etc.
 Hands-on experience in all phases of Software Development Lifecycle (SDLC) using Waterfall, Iterative, Agile and other technology
delivery frameworks.
 Excellent skills in Business Analysis, Data Analysis, Requirement Analysis, Business Modeling and Use Case Development using UML
methodology.
 Experience in interviewing users, analyzing documents, surveys, site visits, use cases, business analysis, task, and workflow analysis.
 Extensive experience in gathering Business and Functional Requirements, developing Use Cases, conducting Gap Analysis and Impact
Analysis, modeling Businesses Processes, preparing Training manuals and Knowledge Transfer manuals.
 Worked extensively on Business Requirements Elicitation, Process Modeling, Gap analysis, Risk analysis, SWOT analysis and
development of Functional Specifications.
 Created prototypes of the GUI environment using iRise and Axure during the design phase.
 Understanding of ITIL framework and its use in day-to-day delivery / improvement operations.
BACKGROUND
Project Role
Business Consultant/ Delivery Partner
RELEVANT EXPERIENCE
16+
Years of Experience
Dillip Kumar Parida Sample CV

28. Business Case

29.  Streamline pf process to manage account and
partner details.
 Sales and lead management
 Provide tools to efficiently and effectively manage
contract life cycle.
 Automate case creation from structured and
unstructured email of customer.
 Ability to accommodate enhancements and
extensions of contract as and when business
progresses/changes to manage contract renewal
service campaigns.
 Solutions to manage carrier to provide FTTH
service to end customer
Key Drivers of DigiPro Engagement
 New Integrated Customer Experience
 Automation of contract life cycle management
 Operational Excellence due to automation of case
creation and auto assignment
 Auto distribution of service base campaign to
mange contract renewal and expiry
 Accelerate response time due to email parsing
and auto assignment of case.
 Improve first-call resolution and handling times to
yield higher customer satisfaction and loyalty
Key Benefits
Our Solution
 D365 Customer engagement functionality
leveraged for desired solution.
 Customization Sales module for contract
management and Account Management
 Customization of campaign management for
service base campaigns to manage contract
changes.
 Email parsing for automation of case creation from
structured and unstructured emails.
 Integration with AI system to manage the key
insight of email content.
 Micro service architecture to manage complex
systems that can be decomposed into modular,
granular, independently written and deployable
pieces.
 Custom entity to manage Account, Partner and
service campaigns.
 SharePoint integration to manage documents and
auto creation of contracts.
 Robust solution framework to increase
performance.
Deutsche Telekom
Tools
 D365 Customer Engagement
 Sales
 Services
 Marketing
 SharePoint for document management
 Azure DevOps for requirements management and
CI/CD pipeline
 Azure Function for reusability
 Type Script for Plugin development

30. THANK YOU
Contact us @ dillip.parida@schwettmann.in | India
normen.schwettmann@schwettmann.dev | Germany
For more information https://www.Schwettmann.in
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