AI-Powered CRM Transition

Challenge: A major WA mining company was moving from a legacy CRM to a bespoke Microsoft CRM system. However, their migration process was painfully manual — every record had to be downloaded, reformatted, and copy-pasted. This bottleneck consumed 21 hours per week per finance team member, pulling resources away from higher-value work and slowing business operations.

Our Approach: We began with a full workflow analysis to map the organisation’s operational rhythm and data-handling needs. From there, we designed and deployed a custom AI plugin tailored specifically to their environment. The plugin was built to integrate seamlessly with both the legacy CRM and the new bespoke Microsoft CRM system.

The solution automatically pulled, cleaned, and transferred records, removing the need for repetitive manual handling. The AI also introduced automated validation rules to ensure accuracy during transfer, reducing risks around data integrity while aligning with industry compliance standards.

Outcome: The AI-powered plugin eliminated manual data migration tasks, saving the finance department 84 hours per week. Beyond time savings, the transition achieved:

• Reduced error rates by minimising human input.

• Accelerated reporting cycles with data available in real-time.

• Improved data accuracy ensuring consistency across departments.

• Operational uplift by freeing staff capacity for revenue-driving and strategic activities.

Ultimately, the mining company was able to transition smoothly into its bespoke Microsoft CRM system while strengthening overall efficiency and accuracy across its operations.

At Odyssey & Leo, our strength lies in combining deep market insight with cutting-edge innovation. We don’t just solve immediate problems; we uncover the hidden pain points that hold businesses back and design solutions that unlock lasting growth. Our core value is partnership — working alongside clients with transparency and precision to deliver strategies and technologies that create measurable impact. Whether it’s through AI, data-driven research, or strategic foresight, our focus is always on turning challenges into competitive advantages and helping organisations achieve their next level of success.