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Best Practice Processes to Reduce Customer Churn

Published on February 06, 2018

Customers want to quickly appreciate the benefits of new software. The speed of implementation must not be at the cost of accuracy and efficiency. The only way out of this dilemma is the use of Best Practice Processes.

We all know that it is easier to retain a happy customer than to win a new one. With an increasing number of organizations moving from the outright purchase of software to Software as a Service (Saas) models, today's customers are the prospects of tomorrow.

When the Sales department has done a good job and inspired the customer, the work for the company is just beginning. A solution that is not quickly and sustainably anchored in the customer's processes and immediately seen to make a visible contribution to the company's success will be uninstalled, and the subscription cancelled.

That's why it is important that the customer quickly sees the benefits of their new software. An essential, but often neglected building block for success is the setting of common goals right at the beginning of the project. Measurable and specific goals are the recipe for success.

Ensuring Customer Satisfaction

How can we ensure that added value is swiftly realized for the customer? Detailed requirement catalogs and a long implementation period are far from the expectations of customers but they still expect robustly modelled processes. In addition, ensuring that the speed of the implementation does not come at the cost of accuracy and efficiency. The way out of this dilemma is the use of Best Practices.


Here are just some examples of Best Practice guidelines in HR Management that will delight your customers:

  • how to find the best person for a position
  • managing the selection process in a lean and transparent manner
  • efficient and uncomplicated Onboarding of new employees
  • access to contract, salaries and master data in a digital employee file
  • uncomplicated and secure time-tracking, both mobile and onsite
  • planning of work assignments and shifts
  • vacation management
  • conducting and monitoring of Performance Reviews

Experience from hundreds of customers has led to a set of successful processes and procedures that can be delivered out-of-the box - the Hubdrive Best Practices.

Start Out-of-The-Box with Best Practices

Best Practices aren't only extremely beneficial to the customer, they also benefit Microsoft and Hubdrive, and of course Microsoft Partners. The risk of the cancellation of a lucrative subscription is greatly reduced when a customer can start using the solution right away, and experience the benefits.

The Best Practice processes also assists Microsoft Partners who don't have a lot of experience in HR Management, as there is no requirement of deep expertise in HR for a standard implementation of the solution. You can rely on the Best Practices and the experience of Hubdrive. The know-how from hundreds of customers has led to a wide range of processes and procedures that are delivered out of the box - the HR Management for Microsoft Dynamics 365 Best Practices.

In addition to the HR Best Practices, we also offer Industry Templates with additional standard Best Practice processes for specific industries. The demands in HR Management differ significantly depending on the industry. For example, the scheduling of seasonal workers in the agricultural sector has completely different requirements to that of the project assignment of consultants in the service industry. With an Industry Template, HR Management for Microsoft Dynamics 365 is specifically prepared for usage in a specific industry. Read more about this in an upcoming article.

Get in touch with me to find out more. I'd be happy to take your call.

Anne Lorenscheit
Customer Success Manager