Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Welcome to Opsis – Your home for Dynamics 365 & Power Platform Success

Opsis delivers high-quality Microsoft Dynamics 365 and Microsoft Power Platform solutions.  We are a small team of highly skilled people.  With a track record of success in delivering complex and highly integrated systems for medium to large organisations, we partner with our clients and take a long term view. Working with Opsis enables you to create a solution that capitalises on the technology and that your users want to use and which delivers rapid results. Our services include speaking, education, consulting, change management, project management, mentoring, training and support on Microsoft Power Platform, Microsoft Dynamics 365, ClickDimensions and CRM, led by our principal CRM Success Catalyst - Gill Walker.  Gill Walker is the creator of SuccessRM - your blueprint for CRM success

Education

Education

Opsis delivers formal and flexible training for your end users, for your technical team and your leadership team to help with the success of your CRM project

Learn more about Opsis CRM Education & Training

Speaking

Speaking

Gill Walker speaks on business success with CRM, CRM Leadership, Dynamics 365 and techniques to build your business results with your CRM

Learn more about Gill Walker speaking

Advice

Advice

Opsis advice focusses on your CRM success – your results not licence sales or billable hours

Learn more about Opsis CRM advice, support and Consulting

Results

Results

When you invest in an Education-led approach, your CRM results follow your understanding – upwards

Learn how Opsis can help boost your CRM results

Recent Blogs from Opsis

Sunday, November 24, 2024 Gill Walker CRM Blog 0

Struggling with the Product Catalogue in Microsoft Dynamics 365? You’re Not Alone!

The Product Catalogue is one of the most misunderstood (and misused!) parts of Dynamics 365. Often, I see it either:
❌ Completely side-stepped
❌ Misconfigured in ways that lead to unnecessary costs

But it doesn’t have to be this way!

Monday, October 07, 2024 Gill Walker CRM Blog 0

Offshoring and CRM Excellence: Insights from Australia to India

Recently, I had the exciting opportunity to speak with Suresh Ashkok and dive deep into my journey as the CEO of a Sydney-based boutique Microsoft Dynamics 365 and Power Platform consultancy. For over four years, I've been working with offshore teams from a variety of countries, navigating the highs and lows of remote collaboration.

Suresh challenged me to cut through the typical complaints about language barriers and time zones and instead get real about my experiences—both the wins and the challenges.

Monday, September 23, 2024 Gill Walker CRM Blog 0

If you get on the wrong train, get off at the next station

I recently stumbled across an intriguing Japanese proverb: "If you get on the wrong train, get off at the next station – the longer you stay, the more expensive the return trip will be." While it speaks of trains, this adage is a powerful metaphor for many facets of life, especially for navigating failing projects—like CRM implementations.

What Does "The Wrong Train" Mean?

In simple terms, the wrong train won't take you where you need to go—or if it does, you'll arrive painfully late and exhausted by unnecessary detours. In your CRM journey, the wrong train could mean several things:

  • The wrong approach to project management or scoping.
  • The wrong partner or a vendor who's misaligned with your goals.
  • The wrong priorities that derail the project before it even gains momentum.

What you're likely noticing, however, isn't the 'wrong train' itself but the lack of results. Results that may be:

  • The absence of expected functionalities being delivered.
  • The failure to achieve the outcomes promised at the project's inception.

Pinpointing which wrong train you’re on is less important than figuring out how to get on the right one. Identifying the root cause will, however, help ensure you don't repeat the same mistake.

How Do You Get on the Right Train?

Sunday, September 22, 2024 Gill Walker CRM Blog 0

Going beneath the waterline of successful CRM

In this video Gill Walker takes you beneath the waterline and shows you what it takes to deliver a successful CRM Solution - and it is not choosing the best technology. She shows you what is usually only seen by people who have delivered successful CRM Solutions more than once!

Successful CRM solutions have a lot of components, a lot of moving parts. There is far more that is not visible than is visible.

As this video demonstrates, the 'right' technology is less important in my opinion, than many other factors and yet far more effort goes into selecting the technology, sometimes too driven by licence costs, than the other aspects which have more impact.

There are several key components - education and scoping are recurring themes. Not surprisingly, these are the pieces that are often either omitted or done badly - so we should not be surprised that the results are often lacklustre, as the foundations were unimaginative - at best.

Monday, September 16, 2024 Gill Walker CRM Blog 0

Celebrating twenty years since Opsis started helping organisations with Microsoft Dynamics 365

Why did I select a picture of crockery for this blog - rather than a celebratory cake? Here’s why.  When I realised that this month was twenty years since I founded Opsis, I had to research what gift is traditionally given for a twentieth anniversary.  I was surprised to learn that the traditional gift is China.

In the twenty years since Opsis came into life, with the vision of helping organisations with Microsoft CRM, Microsoft CRM has changed beyond recognition.  It has gone from a single product – that only had sales and service, as marketing only appeared in v3 – to the keystone of a suite of products that support almost all aspects of your business.  This journey from Microsoft CRM to Power Apps as part of the Power Platform family has been fascinating to watch and I am blessed to have been part of it.

Not surprisingly, the integration options that enable you to share data between Power Apps and other software have matured by leaps and bounds.  I remember when a clunky and memory hogging Microsoft Outlook add-on – a feature that gave Microsoft CRM a huge edge over the competition as they had limited or no email functionality - was a real benefit.  Early versions of Dynamics had the ability to share data with Word and Excel, and so solved some data analysis and simple reporting challenges.  One of the areas where Microsoft have always done well is leveraging existing functionality in other members of their family to provide richer functionality without reinventing the wheel.

A selection of Opsis clients, past and present

Gill Walker helps Phoenix House Youth Services use Dynamics 365 for case management and fundraising  Gill Walker trained key people in Dept of Finance in Configuration of D365 so they can fly solo Gill Walker helped JMA Hardward implement their Prospect CRM Gill Walker provides training for Firebrand's clients Gill Walker joins the Business Aspect team to help them deliver a client's training needs in Dynamics 365 Gill Walker supported LPI within NSW Government with end user training Gill Walker is helping the DA team to get far more value from their Dynamics 365 QTAC engaged Gill Walker for training in Configuration of D365. QTAC wished they had done the training far earlier Gill Walker worked with Arts North West to help them mange their members with Dynamics 365 Gill Walker helps LEDC to maxismise their sales with Dynamics 365, including a custom interface to their quoting tool Gill Walker guided Nexgen to rescue a very poorly done implemen tation of D365 and ClickDimensions. Gill Walke r helped Alzheimers Australia deploy Dynamics 365 to a National Call Centre w a focus on data security Gill Walker is mentoring Community Security Group to manage their volunteers & events w Dynamics 365 Gill Walker helped EziDebit streamline their sales pipeline with Dynamics 365 Gill Walker reviewed and revised on a CRM exam for Brainbench Gill Walker trained key team members at GS1 to enable them to manage their own Dynamics 365 Gill Walker was instrumental in the foundation of a financial planning platform built on Microsoft CRM Gill Walker supports JBW with their Dynamics 365 & is called whenever they have problems Gill Walker ran a workshop for Australian Human Rights Commission to help them work out their future with D365 Powerful Points engaged Gill Walker to run a Health check on their Dynamics 365 Comcare asked Gill Walker to provide a wide range of training for the support team CTO engaged Gill Walker to help out one of their clients with their Dynamics 365 McKenzie Partners engaged Gill Walker & Opsis to create an ordering & invoicing system using Dynamics 365 which saved saved hours of the CFO's week Chi-x benefited from Gill Walker's flexible approach with a Getting Started with Dynamics 365 AIIA brought in Opsis & Gill Walker to help them understand how they could make improvements in their D365 BaptistCare engaged Gill Walker for a training course in Business Intelligence with Dynamics 365 MJH Group worked with Gill Walker for many months to correct their implementation of ClickDimensions Gill Walker & Opsis created a CRM solution to enable Applied Training Solutions to profit from installing solar panels Gill Walker is delivering training remotely across Europe for Proximo3 Gill Walker is part of the GrandMasters team improving the Microsoft exams Gill Walker is delivering training remotely and in person for Training4Dynamics Gill Walker & Opsis enabled Land & Property Information to replace 42 legacy CRMs with Dynamics 365 Gill Walker advised a GuidePoint client about the opportunity to develop a Marketing Automation solution for Dynamics 365 Gill Walker & Opsis enabled Avnet to move Dynamics 365 from a glor ified rolodex to a true time - saver

Gill Walker's showreel QR code


Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.