In 2015/2016 CBoxx provided Agile project management services to Time4Advice for the delivery of a project to comprehensively upgrade the St James’s Place Wealth Management CURO CRM system. SJP are a leading FTSE 100 UK wealth manager with over £70 billion funds under management. CURO is a financial advice specific customisation of Microsoft Dynamics CRM used by an ever increasing proportion of the SJP adviser network, known as the Partnership. The year long project delivered:

  • An upgrade of the underlying Microsoft Dynamics CRM 2011 to the very latest, cutting edge CRM 2016 version;
  • This required upgrading, with no data loss or degradation of working hour services, through three intermediate versions of Dynamics;
  • T4A worked closely with SJP UX specialists to deliver a fresh new UX design that was incorporated across the whole system;
  • All SJP systems integrations were fully upgraded and tested;
  • Functional enhancements were designed and delivered across the system;
  • T4A also worked closely with SJP business systems to deliver a whole new set of scalable, performance tested, secure, cloud based production and test environments on Amazon Web Services (AWS).

CBoxx provided Agile project management services from the initial scoping phase through delivery of every phase of work to the live launch process and then post implementation support. Essential to the success of the project was fostering close communication between all project stakeholders throughout, coupled with thorough but flexible planning and the maintenance of detailed records of all works conducted. Technically, the massive volumes of data involved and links to critical systems required extremely careful testing, attentiveness to data security and risk management throughout.