Engage for Credit Unions

We make it easy to implement Engage for Credit Unions, so you can get up and running that much faster.
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The Hitachi Solutions Implementation Approach

Our implementation approach starts with core technologies built on the Microsoft Cloud, including Microsoft Dynamics 365, so you can get up and running quickly. We then enhance that Dynamics 365 platform with our own industry applications, such as Engage for Credit Unions, designed specifically for common industry scenarios. Finally, we customize the solution for the unique needs of the individual business.

Our implementation approach is designed to offer:

  • Faster delivery with core technologies already in place
  • Lower overall cost with less money and time spent on custom development
  • Higher quality delivered through industry expertise and technology built specifically for each vertical
  • Customized solutions for every organization based on their unique requirements

The Implementation Roadmap

Implementation can be broken down into the following service steps:

Management Consulting Service

Identify, qualify, and champion the opportunities for your business.

Systems Integration Consulting Services

Deliver on those opportunities through a comprehensive implementation approach covering all aspects of people, process, and technology with best-in-class capabilities.

Organization Change Management

Ensure acceptance of new process improvements and adoption of the enabling technologies.

Support Services

Maintain the value created through a breadth of flexible capabilities, from managed services to application support to hosting.


What to Look for in a Microsoft Dynamics Implementation Partner

Price is often the first factor considered when comparing implementation partners. However, what truly makes or breaks a project is not price, but culture. Before choosing a partner, consider whether your two cultures are a fit. It might seem minor, but implementation is a truly collaborative process and culture fit can have a tremendous effect on user adoption and the success of the overall project.

Similarly, you want a partner that has a long and successful relationship with Microsoft, one that has been there and done this successfully thousands of times before.

Finally, an implementation partner should strive to clearly and completely understand your business. At Hitachi Solutions, we do this by asking a lot of questions and immersing ourselves in our clients’ businesses. This results in the ability to apply solutions, like Engage for Credit Unions, that are tailored to each specific business.

A true partnership creates a powerful pairing of resources that fosters an understanding of your business and unique business needs. Additionally, this partnership will enable you to learn about implementation best practices and the Engage for Credit Unions solution. The sweet spot in a project is where the implementation team understands your needs and you understand how to address those needs with a specialized CRM software for credit unions. At this point the you are ready to transition into a more hands-on role with the Engage for Credit Unions solution, having the confidence and knowledge to obtain the value expected of that solution.

Questions to consider when looking for an implementation partner:

Is there a culture fit?

Does the partner have a long-standing relationship with Microsoft?

How will the partner attempt to fully understand your organization?

Best Practices for a CRM for Credit Unions Implementation

No single implementation methodology is a one-size-fits-all solution for success. End-user needs, past project experiences, team member availability, budgeting processes, and business objectives vary considerably from one client to the next, and even one project to the next.

That’s why we, as industry experts, are committed to ensuring that we provide the proper guidance you need to be successful. This guidance includes matching the best project implementation methodology to your particular business challenges.


Our best practices focus on:

  • Collaboration
  • Due diligence and planning
  • Client immersion
  • Prescriptive solutions based on each client’s business needs
It’s Microsoft. Our people use Microsoft every day. It’s very intuitive. You know what you need to do because it’s familiar. With Hitachi and Microsoft Dynamics CRM, we didn’t have to change our practices to fit the system, they built the system to meet our needs.
- Staci Wade, VP of Applications Support, Lake Michigan Credit Union
We really needed to capture, all in one spot, how many acres they farm, what type of operation they’re running, and the amounts of their loan balances and crop insurance. The current CRM system has made that possible.
- Mindy Miller, Sales and Service Specialist

Implementation Methodology: It’s Not One Size Fits All

We use our Consensus Methodology as a framework for all Hitachi projects and tailor it to meet each client’s specific business and project needs. Consensus melds all of our methods and tools and represents an overall integrated approach resulting in a repeatable, high-quality experience for our customers.

This methodology provides the foundation for a holistic CRM for credit unions that responds to your needs across strategy, people, processes, and technology with a consistent focus on quality.

Benefits of the Consensus Methodology include:

  • Reduced training and transition costs
  • Predictable cost structure for projects and support
  • Cost advantages due to scale and capabilities
  • Access to lower costs due to offshore resources
  • Increased focus on core functions
  • Faster time to market for project ramp up
  • Increased flexibility with remote and onsite resources
Ready to Reinvent Your Business Solutions?