The Challenge
Carpet One is a flooring retailer managing sales, customers, and orders across processes that had grown up in spreadsheets and disconnected tools. The business was weighing up Dynamics 365 as a way to bring that together, but a platform of that scale is a significant commitment. Before signing up to a build, Carpet One needed clarity: would Dynamics 365 actually fit how the business runs, what would it take to implement, and where would the value land? Committing to a configuration without that understanding is how CRM projects overrun.
What Evocate Delivered
Evocate delivered a focused Dynamics 365 discovery engagement designed to answer those questions before any build began:
- Stakeholder workshops to understand how the business operates today
- Current-state mapping of sales, customer, and ordering processes
- Requirements gathering across the teams who would use the system
- A fit assessment of Dynamics 365 against those requirements
- A solution blueprint and roadmap, with indicative scope and effort
- Clear recommendations on how to proceed
Outcomes
Carpet One now has a documented blueprint and roadmap rather than a hunch about whether Dynamics 365 is right. The business can make an informed decision on whether, when, and how to implement, with a realistic view of scope and effort. The discovery de-risks the next step: any future build starts from mapped processes and agreed requirements, not a blank page.
Why This Matters
The most expensive CRM projects are the ones that start before anyone has mapped how the business actually works. Carpet One shows Evocate can run a disciplined discovery that turns a big platform question into a clear, costed decision. For retailers and distributors considering Dynamics 365, the lesson is simple: spend a little on discovery to take the guesswork, and the risk, out of a much larger investment.
