Housing Management Systems Transformation to Microsoft Dynamics 365
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key details
| Status | planning |
|---|---|
| Category (CPV) | 66000000 +4 more |
| Region | North East, North West, Yorkshire and the Humber, East Midlands, West Midlands, East of England, London, South East, South West |
| OCID | ocds-h6vhtk-05a324 |
description
Cornerstone Housing Ltd is undertaking a strategic transformation of its housing management systems, migrating from a fragmented legacy landscape to a unified Microsoft Dynamics 365 (D365) platform. This transformation is planned over a 5-6 year period and is currently in its second year. The program aims to enhance customer service, streamline operations, and improve data-driven decision-making across housing, property, and tenancy services.
- Background and Current State
| - | CRM Migration: Completed implementation of a CRM using D365 Customer Service. |
| - | Module implementation: Launched the complaints module in D365 and currently launching a Hazards Module |
| - | Customer Insights: Launched D365 Customer Insights to enhance customer engagement and analytics. |
| - | Program Year: In Year 2 of a 5-6 year transformation roadmap. |
- Program Vision and Objectives
| - | Unified Platform: Consolidate all housing management functions into D365. |
| - | Customer-Centric Services: Improve tenant experience through integrated case management and insights, including a self service mobile application. |
| - | Operational Efficiency: Streamline property services, asset management, and scheduling. |
| - | Data Integration: Ensure seamless integration with existing finance systems and other core platforms. |
- Scope of Future Work (2025-2026)
- Property Services and Asset Management
| - | Migration of property services and asset management systems to D365 Field Service. This includes, repairs raising and scheduling |
| - | Implementation of scheduling and resource management capabilities. |
- 4.2Tenancy Management
- Introduction of additional tenancy management processes (e.g. rent arrears, tenancy changes).
- 4.3Integration Requirements
| - | Expert integration of D365 modules with the existing finance system. |
| - | Data migration and transformation from legacy systems. |
| - | Integration with mobile workforce devices and key finance data back into our finance system. |
- Technical and Functional Requirements
| - | Platform: Microsoft Dynamics 365 (Customer Service, Field Service, Customer Insights). |
| - | Integration: Azure Integration Services, APIs, and middleware for finance system connectivity if applicable. |
| - | Data Governance: Compliance with GDPR and internal data standards. |
| - | User Experience: Ease of use, accessibility compliance, and role-based interfaces. |
| - | Security: Role-based access control, audit trails, and secure data exchange. |
- Supplier Engagement Objectives
| - | Demonstrate experience in large-scale D365 implementations in the housing or public sector. |
| - | Provide integration expertise with finance systems or experience working with an expert integration partner. |
| - | Offer strategic guidance on roadmap planning, change management, and user adoption. |
| - | Deliver agile, scalable solutions aligned with our long-term digital strategy. |
notice history
1 notice published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 26 Sept 2025 | Preliminary market engagement (UK2) | Procurement Act 2023 | 060119-2025 |
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source
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