Case studies
Financial Services

Incremental transforms Virgin Money’s client onboarding process
“The Microsoft Power Platform offering, implemented by Incremental, has been game-changing for Virgin Money’s position as a leader for small and medium-sized businesses within the finance industry.”

Single customer view drives digital business strategy
“The project was very much managed as a partnership. The programme structure that Incremental gave us reduced risk by allowing us to manage our stakeholders, set out expectations and took us through the process step-by-step. As an organisation we have matured and learnt a lot during this rigorous process.”

Virgin Money boosts credit turnover and gains 3,173 working days with Dynamics 365 Sales
At double the size of any UK challenger bank, Virgin Money’s vision has customer experience, innovation and digital transformation at its heart. Virgin Money leads with immersive technologies, agile systems and sound data processes to deliver impeccable standards of service and customer excellence.
Incremental collaborates with a leading UK Pension Fund to connect middle and back office functions and automate key legal and risk processes.
“Incremental’s expertise in the Financial Services space, in particular in relation to management functions and regulatory controls and how that aligned with our vision to slicken up our processes, was what really sealed the deal for us.”

Martin Currie Investment Management and Incremental collaborate to connect the global front office using Microsoft Dynamics 365
Martin Currie Investment Management Limited is a Specialist Investment Manager of Franklin Resources, Inc. which has Assets Under Management totalling $1.4 trillion.

Wealth Management CRM enables superior customer service
“We had to upgrade our system, rebuild and deliver 5 years of development in a 12 month timeframe. No mean feat, and Incremental delivered for us.”

When Beazley wanted to transform their business, they used Power Platform to get there.
We enabled digital change in the interactions between Underwriters and Brokers at the peak of the pandemic, helping them overcome communication challenges in a time of rapid change and uncertainty.
Professional Services


A CRM solution that supports the office of the future
“Our customised CRM platform is helping us support the office of the future. It has given us the ability to differentiate how we do our business, helped us communicate more quickly and transformed the way we view and report on data.”

A CRM solution that increases efficiency and gives end-to-end visibility of sales activity
“Incremental have always been proactive, flexible and on the ball. Importantly they understood our needs as they changed over time and were able to respond appropriately.”

A CRM solution that improves and centralises client engagement
“The people we’ve worked with at Incremental seem very knowledgeable and proactive in finding solutions to any problems that arise and we have been very happy with the service we have received.”

Enabling flexibility and growth with Dynamics 365 Customer Engagement
“Incremental have enabled us to become self-sufficient where possible, allowing us to react quickly with our customers. It is a very efficient process and our staff have become more productive.”

Dynamics 365 for Sales supports 70% in-year revenue growth
“A robust CRM system was one of the key building blocks we needed in order to successfully execute our new commercial strategy. Dynamics 365 for Sales was in place within a matter of days, enabling the sales team better manage opportunities and the business to make decisions based on an accurate forecast.”

Incremental’s Microsoft Dynamics 365 Finance solution reduces month-end closing from 10 days to 2.
“As a Professional Services business, the impact of Dynamics 365 Finance has been amazing, a true end-to-end solution.”
Transforming a professional services organisation with Dynamics 365 Business Central
“We are pleased that we took the advice of Incremental to go with Business Central as it serves all of our accounting needs for the foreseeable future.”
Public Sector

Harnessing Microsoft Dynamics 365, Power Platform and Azure to deliver £100+ million in emergency funding awards, ensuring the survival of many creative industries in Scotland
“Incremental’s capability extends far beyond Dynamics. The breadth of services and knowledge available has enabled us to partner with Incremental, as needed, across the entire Microsoft stack.”

Delivering a fantastic user experience with XenApp from Citrix
“The Citrix solution allowed us to present a familiar desktop look and feel so we wouldn’t ‘scare’ anyone. The licensing model also worked for us in terms of numbers and the levels of concurrency we expected. XenApp enabled us to deliver a wide range of applications as a familiar desktop experience.”

HR solution brings management control to London Borough
“This was a complex project where we were working with new applications and under difficult circumstances. Yet despite this the go-live was one of the smoothest we’ve had.”


Driving effective learning through a flexible CRM solution and HR/learning portals
“The solution has fundamentally changed the way we operate as a service area within Merseytravel. In the Learning Team we are able to be much more effective and efficient. The solution is absolutely fantastic, both on the back end CRM side and the front end portal because it is so intuitive to our customer’s needs.”


Working together to build a cloud solution for the future
“We are now on track to take full advantage of the power and scalability of the Microsoft Dynamics cloud platform.”

Exceeding expectations in project delivery
“Our fundraising teams are now empowered to own and manage their own data which has improved the quality of information and the level of engagement with the CRM system.”

Delivering a future-proof cloud strategy by upgrading Microsoft Dynamics CRM
“Incremental have got excellent technical know-how and we had really good collaborative working between us all. I’ve certainly been pleased with the results and proud to be part of this project. It shows how we can work in partnership with another organisation and get it right.”

Enabling Girlguiding to effectively manage volunteers while keeping girls and young women safe
“We now have a truly modern and up to date portal that’s completely aligned to our values and objectives. It’s one of our key assets that allow us to fully support our members and volunteers proactively and grow the organisation.”

A CRM solution to increase efficiency and enhance customer service
“We found Incremental extremely professional and were impressed they delivered on time and within budget. Being a charity, every penny counts so this was very important to us.”

Improving patient choice and customer satisfaction using Dynamics CRM
“The project was a success for us because of the “one-team” mentality – it’s not been a supplier/customer relationship but a real partnership.”

Supporting the journey of vulnerable children, young people and families with Dynamics 365
“Providing a solution that records the care and demonstrates the impact on the well-being of our vulnerable young people has been a powerful use of our data.”

Using Microsoft Dynamics to support women back to work
“We are an organisation that’s here to help and empower women but we need to know that’s what we’re actually doing – we need to see the evidence for it. The level of detail and understanding we get now is incredible.”

Driving membership management through Microsoft Dynamics CRM Online
“Having a partner that can work flexibly with us and who can help us evolve Dynamics to meet our changing goals and needs is very important. We felt Incremental ultimately ticked all of those boxes.”


Delivering immediate impact with Microsoft Power Apps
“Our new Education and Event Power App has had an immediate impact on the Trust and the way we capture this information. Not only have we solved a critical business problem and reduced reporting times from 1 day to minutes, with data entry times halved, our staff are much happier, and reporting is more accurate.”

LinkLiving achieves accurate reporting and flexible case management with Power Platform
“The Incremental team were so knowledgeable, they could transform our ideas into practical functionality. The highlight of the project was the people that delivered it.”

Working side by side to transform Linc Cymru’s employee experience
“From the very first conversation with the team at Incremental I thought this was going to be a good partnership. I was wrong, this is an exceptional partnership. We look forward to continuing our relationship with future projects.”
Retail & Manufacturing


An end-to-end sales process that has provided the foundations for accelerated growth at Stanlow Terminals.
“Everything ran completely to plan. I could not fault the team at Incremental they were a pleasure to work with, especially with the project being delivered remotely due to Covid-19.”

Azure migration project delivered in tight timescales
“The Azure migration project was delivered below budget and a week ahead of schedule. The quality of people, depth of knowledge and length of service within the Incremental team is fairly unique in the IT world and is a credit to the company.”

Automating and streamlining business processes with Dynamics 365 Business Central
“Since the implementation of Dynamics 365 Business Central, our external auditors have commended our new business management processes with elements of these systems being given industry exemplar status by auditors. More importantly, our customers like the systems and we are using them to save money and make better decisions.”

Switching Dynamics AX support to deliver more efficient business operations
“Incremental Group’s understanding of our business and deep knowledge of Dynamics has helped VERIPOS achieve consistency, efficiency and visibility across our entire global operation.”

Dynamics AX implementation project turn around
“Incremental Group has a high level of knowledge of AX and the underlying technologies, coupled with real world experience of what is required to implement the system across our global business units.”


Enabling anytime, anywhere access to on premise and legacy applications with Citrix
“Citrix was key in providing global access to our Dynamics AX ERP system and Incremental Group’s depth of knowledge on all areas of Citrix and Microsoft technologies proved invaluable in delivering a fast and reliable end-user experience.”


Katoni Engineering improves efficiencies and business intelligence with Dynamics 365 Human Resources
“From an audit and client point of view, the solution is best in class and an industry exemplar. From Katoni’s point of view, I have seen the tools both increase compliance and productivity”


Well-Safe Solutions optimise its human resources programmes with Dynamics 365 Human Resources
“Dynamics 365 Human Resources has empowered our business as we approach 200 employees. Our employees now use the Self Service functionality to access their profiles, performance journals, goal setting and time off requests.”


National Timber Group achieves centralised control of financial business processes through bespoke consultancy from Incremental
‘‘We have gone from four disparate finance systems to a centralised position. Incremental provided us with an exemplary team of developers and consultants to achieve this highly important goal.”

Supporting a global installation of Dynamics AX to meet local requirements
“The combination of Incremental Group’s Dynamics AX experience and accounting expertise was essential in us achieving a solution that truly delivers value for the business.”
Incremental transforms business processes for a leading Oil and Gas management services client
“The approach Incremental took was fantastic. By taking the time to find out everything they could about our business and what we wanted to achieve from the system, we now have a solution that works for us.”
Transforming an energy services company with Dynamics 365 for Finance and Operations
Month-end accounting and reporting periods have dramatically reduced and data quality and management information have improved.

Facilitating accurate high value transactions with Dynamics AX
“The new system gives us the accuracy we need to manage millions of pounds a month across multiple organisations.”