{"id":338,"date":"2015-10-18T04:09:45","date_gmt":"2015-10-18T04:09:45","guid":{"rendered":"https:\/\/www.microsoft.com\/en-ca\/industry\/blog\/industry\/2015\/10\/18\/bp-implements-microsoft-dynamics-crm-trading-business\/"},"modified":"2018-09-20T20:04:22","modified_gmt":"2018-09-20T20:04:22","slug":"bp-implements-microsoft-dynamics-crm-trading-business","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-ca\/industry\/blog\/manufacturing\/2015\/10\/18\/bp-implements-microsoft-dynamics-crm-trading-business\/","title":{"rendered":"BP implements Microsoft Dynamics CRM in its trading business"},"content":{"rendered":"

OnWindows Prime Magazine, Spring 2014<\/p>\n

This article was first published in Prime Magazine. Prime is the authoritative source on Microsoft software and services for discrete and process manufacturing. The magazine explores the key issues facing firms in the industry today and covers all the latest technology trends.<\/p>\n

\"bp-implements-microsoft-dynamics-crm-in-its-trading-business1\"<\/a><\/p>\n

BP has one of the largest and most successful energy trading organisations in the world, known as Integrated Supply & Trading (IST). As the single trading face of international oil and gas company BP, IST does business in over 140 countries and has a global portfolio of around 12,000 customers and suppliers. Its success comes down to its ability to build strong customer relationships, which it has been developing over many years. But in the last few months in particular, the company has taken some major steps to ensure it is doing this more effectively.<\/p>\n

At the beginning of 2013, IST kicked off a two-year project to transform its customer relationship management (CRM) processes. Its main priority is to evolve the business in line with its customers\u2019 demands and to be able to serve them in a consistent manner from any touchpoint \u2013 whether it\u2019s from an office in Singapore or in Moscow. This involves having visibility of all customer relationships across all facets of its business and having the tools in place to facilitate effective organisation-wide collaboration.<\/p>\n

As Marcel Kooter, IST\u2019s global marketing and customer director, explains, achieving this is no mean feat. \u201cWe are a global organisation of more than 3,000 employees, managing the commodity flows of BP on behalf of our upstream and downstream segments,\u201d he says. \u201cIST is core to BP. To give you an idea of scale, more than 80% of BP Group\u2019s turnover flows through our supply and trading business. We sell all the oil, gas and gas liquids that BP\u2019s Upstream operation produces. We procure all the crude and feedstocks for our refining system, and all the products for our retail sites and airports not served by BP\u2019s own refineries.\u201d<\/p>\n

The company also performs price risk management and hedging for BP\u2019s operating units, and handles the traded aspects of the treasury\u2019s activities, such as foreign exchange and interest rates. It offers similar services to third parties that lack the scope and scale to do this for themselves.<\/p>\n

All these activities are managed across IST\u2019s main offices in London, Singapore, Chicago and Houston. It has additional offices in Dubai, Calgary and Moscow, as well as many regional offices across North and South America, Europe, Asia and Africa.<\/p>\n

While IT has long played a key role in IST\u2019s business, helping to deliver business value and improve agility, the company still has areas of its business that aren\u2019t fully automated \u2013 its CRM processes being one of them.<\/p>\n

\u201cWe had different CRM applications in place in some parts of the business, but they didn\u2019t necessarily work together,\u201d explains Kooter. \u201cOther parts of our business had stuck to manual processes. This held us back from providing the best customer service we could. Many of our customers are used to operating in a global market and it\u2019s our responsibility to ensure we have a global view of their activities and understand how we are already engaged with them. We realised that we needed to adopt a unified CRM solution across the entire organisation to achieve this.\u201d<\/p>\n

IST began looking for a suitable CRM solution in 2012. It evaluated several systems available on the market and in early 2013 it made its choice \u2013 Microsoft Dynamics CRM.<\/p>\n

\u201cAt BP we follow a rigorous process when it comes to selecting new IT,\u201d says Kooter. \u201cFirst, we appraise the situation, and then we find and select the right solution. Having experience with various CRM tools and implementations in the past, I realise the importance of having business tools that are easy to use and fit seamlessly with users\u2019 day-to-day activities. Generally speaking, sales and trading people like operating independently and do not naturally like to work with IT tools. If any tool slows them down or isn\u2019t easy to use, it will be rejected or won\u2019t be taken advantage of fully. As Microsoft Dynamics CRM is fully integrated with other Microsoft products we already use in the company, it isn\u2019t perceived as a foreign solution and it\u2019s quite intuitive to work with. Basically, if you can manage your Outlook e-mail you can start using some of the functionality in Dynamics CRM without much effort. I believe this makes a huge difference when it comes to successful organisation-wide adoption.\u201d<\/p>\n

Bill Moffett, manufacturing industry senior product marketing manager for Microsoft Dynamics, agrees. \u201cThe most important resource for a manufacturer is their people,\u201d he says. \u201cThese employees want and need easy-to-use tools that are built in the context of their role and designed with their needs in mind.\u201d<\/p>\n

Business technology consultancy Avanade \u2013 a joint venture between Accenture and Microsoft \u2013 was employed by IST to help roll out the solution. BP already has a strong working relationship with Accenture and knew it could rely on Avanade to support this particular project.<\/p>\n

\u201cIST has an ambitious implementation timescale and, to ensure the solution was rolled out on time, we decided to supply a small, highly-skilled team to join IST for the duration of the project,\u201d explains Annette Giardina, senior director of CRM at Avanade. \u201cThis team is made up of a solution architect, a business analyst and two developers, and they\u2019re working within IST to provide the necessary technical expertise and support. In essence, this is a BP team supplied by Avanade.\u201d<\/p>\n

IST is managing the implementation project in stages to minimise disruption to its business. The first stage, which involved building the solution and rolling it out across its Global Marine Fuel business, took just six months.<\/p>\n

\u201cWe completed the first phase very rapidly,\u201d says Giardina. \u201cThe team started off very small \u2013 it was just the IST project manager and Avanade\u2019s solution architect. In the first three months they worked together on the solution\u2019s design and established how it would fit the company\u2019s requirements. More people were brought on board as the project developed and then, between April and July 2013, the solution was rolled out. I\u2019m pleased to say that it was implemented on time and within budget. The success of this first phase has really helped to steer the rest of the project.\u201d<\/p>\n

As Moffett explains, the flexibility of Dynamics CRM was a key factor when it came to ensuring a smooth implementation. \u201cAgility is essential for any manufacturer and systems need to match this,\u201d he says. \u201cHaving a tool that can adapt to a company\u2019s operational requirements easily leads to quick deployments, while enabling a low overall total cost of ownership.\u201d<\/p>\n

\u201cI really like the configuration and extensibility capabilities of Microsoft Dynamics CRM,\u201d adds Ali Ferling, global managing director of Oil and Gas, and Mining Industries at Microsoft. \u201cThey really help to improve business relevance and fit, so that any company can make the solution work the way it wants to and configure it in unique way that helps it focus on competitive differentiation.\u201d<\/p>\n

IST is now well underway on its migration journey to Dynamics CRM. \u201cIt was a great achievement getting the Global Marine Fuel business up and running on the solution within just six months,\u201d says Kooter. \u201cOur European Gas and Global LNG business units were also live by the end of the year. Throughout 2014 we will continue rolling Dynamics CRM out across the remainder of our business.\u201d<\/p>\n

Today, around 200 IST employees are using Dynamics CRM on a daily basis. \u201cWe hope to increase this to about 600 by the end of the year,\u201d adds Kooter. \u201cWe\u2019re finding that as the database is becoming more populated and, therefore, more useful, more people are keen to get access.\u201d<\/p>\n

It is still early days but IST is already realising the benefits of having all its customer-related data held in a single database. In particular, it is now in a position where it can properly understand its business and get useful information quicker. \u201cAlready we are able to generate sales analytics with the press of a button,\u201d says Kooter. \u201cPreviously, we might have been able to perform the same analysis, but it took us a lot of time to collect all the information from different sources and create an aggregated picture. Now, the tool performs this task for us and does it instantly. Having the ability to centrally store all information and not lose this information when people move on is also hugely valuable.<\/p>\n

\u201cWhat I particularly like about the tool is that it allows us to think globally and locally at the same time,\u201d he adds. \u201cWe have one global platform that brings our entire organisation together, but we can configure the tool to meet the very different needs of our individual business units. This is really helping Dynamics CRM to be accepted and embraced by each business.\u201d<\/p>\n

Looking ahead to when Dynamics CRM will be live across the whole of IST, Kooter expects to see real progression in the area of key account management. \u201cWe have many different interactions with our customers and partners, and we will be able to use the solution to build up a detailed contact map that shows all the ways we\u2019re engaged with them. Our partners and clients expect us to offer them a consistent level of service. Dynamics CRM will allow us to work as one global team and, by being better connected, we can deliver real value where it matters.\u201d<\/p>\n

Moffett at Microsoft is confident that the functional capabilities available within Dynamics CRM and the fantastic delivery by Avanade will ensure IST\u2019s ongoing requirements are fulfilled. \u201cWhen you combine this with the ability to leverage the full stack of Microsoft products and the R&D investments we continue to make year after year, it\u2019s truly a great return on investment for a customer who has future growth needs,\u201d he says.<\/p>\n

\u201cSo far, we have worked successfully with Microsoft and Avanade to get the most out of the application,\u201d concludes Kooter. \u201cWhat I really appreciate is the agile way we are working with the CRM project team. As we are learning more about what the solution can do, we are able to continuously develop it and improve our functionality. Dynamics CRM allows us to implement changes in a very flexible and dynamic way.\u201d<\/p>\n

\"the-new-manufacturing-workplace2\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

This article was first published in Prime Magazine. Prime is the authoritative source on Microsoft software and services for discrete and process manufacturing. The magazine explores the key issues facing firms in the industry today and covers all the latest technology trends<\/p>\n","protected":false},"author":223,"featured_media":1180,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ep_exclude_from_search":false,"_classifai_error":"","footnotes":""},"categories":[221],"post_tag":[],"content-type":[],"coauthors":[22],"class_list":["post-338","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-manufacturing"],"yoast_head":"\nBP implements Microsoft Dynamics CRM in its trading business - Microsoft Industry Blogs - Canada<\/title>\n<meta name=\"description\" content=\"BP implements Microsoft Dynamics CRM in its trading business\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.microsoft.com\/en-ca\/industry\/blog\/manufacturing\/2015\/10\/18\/bp-implements-microsoft-dynamics-crm-trading-business\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"BP implements Microsoft Dynamics CRM in its trading business - 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