AlphaBOLD

AlphaBOLD implemented Dynamics 365 Sales for DCNE, an HVAC distributor, saving its eight-person sales team an estimated 8 to 10 hours per week through structured task management, centralized communication tracking, and simplified quote packaging. The project replaced fragmented manual processes—spreadsheets, emails, and sticky notes—with a centralized CRM featuring role-based dashboards, automated routing, and email tracking integrated with Outlook. Within months, DCNE gained real-time pipeline visibility and stronger forecasting, and has since expanded with AlphaBOLD to a Power BI initiative for deeper performance analysis.

AlphaBOLD cut B2GNow's data processing time by nearly 70% by migrating its Power BI semantic models and reports to a Microsoft Fabric–first architecture and introducing incremental loading across refactored SSIS packages and SQL stored procedures, reducing SSIS-driven workflows from roughly seven hours to a fraction of that time. To scale onboarding for the public-sector SaaS provider, AlphaBOLD built a custom .NET automation framework with YAML-based CI/CD pipelines that automatically publishes and updates Power BI models and reports, replacing manual configuration. The project also eliminated reliance on the retiring Power BI Premium Per Capacity (P-SKU) model, giving B2GNow a governed, scalable analytics foundation aligned with Microsoft's unified analytics roadmap.

AlphaBOLD implemented Microsoft Dynamics 365 Customer Insights for Lazy Dog Restaurants, unifying 7–8 enterprise data sources across 53 U.S. locations into a single trusted guest profile. The CDP project resolved known and anonymous records via identity resolution, rebuilt key journeys in Customer Insights Journeys, and centralized email and SMS consent management, giving the restaurant brand a foundation for AI-driven behavioral analytics. This implementation enabled dynamic segmentation for use cases such as abandoned cart and birthday campaigns while preserving campaign continuity during migration from a legacy marketing platform.