The Client was a financial consultancy organization established in the United States & specializes in personal and business tax advising, as well as financial planning for various domains. Prior to this Dynamics deployment, the client kept track of all contracts using manual processes.

BrickRed collaborated with the client during the consulting process and offered that our professional team implement Office 365 and integrate SharePoint to alleviate the key pain point of this contract management’s manual nature.


  • Team grappled with document variations.
  • Contract inconsistencies
  • Huge time investment
  • Manual signatures back and forth
  • Complexity in contract lifecycle management


  • Every contract can now be managed efficiently.
  • Personalized e-signature solution.
  • Automated visibility of current or upcoming renewals.


  • Deployed Office 365
  • Utilized SharePoint for its manual processes
  • Installed the Adobe Sign for Microsoft Dynamics 365
  • Integrated reporting through Power BI.


Why BrickRed Systems

Created a contract tracking system.

Cross–platform application

Capable of managing long-term, highly complicated contract cycles.

Real-time updates

Improved ability to target prospective clients.

  • 100% Enhanced operational efficiency
  • Non-value-added administrative hours have been reduced by 90%
  • Customer satisfaction and service have improved by 90% 
  • ROI increased by 85%

Technology Used

Microsoft Dynamics CRM


Adobe Sign

Power BI

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