Engage for Investment Banking

We make it easy to implement Engage for Investment Banking, 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 the Microsoft Dynamics 365 platform, so you can get up and running as quickly as possible. We then enhance that D365 platform with our own industry applications, such as Engage for Investment Banking, designed specifically for common industry scenarios. Finally, we customize the solution for the unique needs of your 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 Services

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, processes, 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 365 Implementation Partner

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

Similarly, you want a partner that has a long and successful relationship with Microsoft, a partner that’s 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, such Engage for Investment Banking, 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 Investment Banking solution being implemented. 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 investment banking CRM software. At this point the you are ready to transition into a more hands-on role with the Engage for Health Plans 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 cultural fit?

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

How will the partner attempt to fully understand your organization?

Best Practices for Investment Banking CRM Implementation

No single implementation methodology is 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 for your unique business challenges.


Our best practices focus on:

  • Collaboration
  • Due diligence and planning
  • Client immersion
  • Prescriptive solutions based on each client’s business needs

Implementation Methodology: It Isn’t 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 investment advisors 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
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