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Customer Case Studies

See what challenges our customers were facing and how we worked together to make lasting, positive change throughout their organization.

Mountain America Credit Union

A credit union with over 100 branches throughout the Midwest sought to improve its user-customer experience. They wanted insight into their customer interactions but were limited due to data living in disparate systems. By unifying their data, and making it easily accessible to Mountain America users, JourneyTEAM was able to help them improve their customer experience.

  • Industry: Financial Services

  • Users: 3,000

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Hope Media Group

By implementing Dynamics 365 along with other Microsoft tools, Hope Media Communications can better manage its donor data, target its audiences more effectively, and simplify its user platform to better make informed business decisions.


  • Industry: Media and Communications

  • Users: 50

REMA Tip Top

REMA TIP TOP was on Microsoft Dynamics NAV 2009 and starting to feel real pains from the legacy software in their day-to-day processes. They sought to simplify their sales process, save time and resources, and be ready for scalable growth by migrating to the modern platform of Dynamics 365 Business Central.​

  • Industry: Equipment Manufacturing

  • Users: 50

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River Valley Pipe

River Valley Pipe is a manufacturer and retailer of quality water management products serving businesses throughout the Midwest. They implemented a CRM system that would improve the overall customer experience by keeping track of customer interactions and automating much of the sales process.

  • Industry: Manufacturing

  • Users: 20


Integritas implemented Dynamics 365 and Power BI to provide innovative staffing solutions, and gain better insights on their many business processes. They also connected their CRM with their other platforms to better manage their lead and client information.

  • Industry: Healthcare


A SharePoint intranet provided Young Living a clear visual view of all their information and communication. It showcased the most important company updates, eliminated the need to file through the entire news archive, and enabled everyone in the company to see what they need right away.

  • Industry: Healthcare

Healthcare organization adopts Microsoft identity, storage, and visualization tools to scale with business growth.

  • Industry: Healthcare, Pharmaceuticals and Supplements


Experlogix successfully consolidated to a single Dynamics 365 system. They gained improved user experience, consistently updated data, and higher security. This migration included a merger of the two Dynamics 365 platforms (CRM & ERP), resulting in the consolidation of several previous disparate on-prem platforms. The end users at Experlogix benefited from an updated single source of information, had limited sales and billing errors, and had internal resources trained for optimal adoption and support.

  • Industry: Financial Services

  • Users: 250

Mercato chose JourneyTEAM as their technology partner to help streamline their investment pipeline, and improve customer success and satisfaction. Mercato Partners improved adoption by 35%, revolutionized the customer experience, and reduced technology debts by  60% thanks to the modern solution of Dynamics 365.

  • Industry: Financial Services, Investment Banking

  • Users: 25

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Pacific Packaging Components was looking to migrate to Business Central for a more user-friendly, cost efficient solution. Its users also sought training and 1:1 guidance from JourneyTEAM to maximize long term adoption. 

  • Industry: Manufacturing

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By harnessing the power of cloud-based automation tools and 
implementing proactive support strategies, Sonoma Media Investments partnered with JourneyTEAM for operational agility and substantial time and resource savings.

  • Industry: Communications


Contact JourneyTEAM

Get Your Microsoft implementation project started on the right path. Contact an expert at JourneyTEAM to take the first step.

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