At Opsis, we believe that CRM success is only achieved through a profound understanding of your organisation and business transformation, mastery of the technology, and delivering innovative, tailored solutions that unlock lasting value. Our comprehensive suite of services is designed to align with this philosophy:

• Strategic Consulting: We begin by deeply understanding your business processes and objectives, enabling us to design CRM strategies that drive meaningful transformation.
• Technology Mastery: Our expertise in Microsoft Dynamics 365 and the Power Platform ensures that we leverage cutting-edge technology to meet your unique needs.
• Tailored Implementations: We deliver customised CRM solutions that address your specific challenges, ensuring seamless integration and user adoption.
• Comprehensive Training: Our training programs empower your team to maximise the potential of your CRM system, fostering long-term success.
• Ongoing Support and Mentoring: We provide continuous support and mentoring to ensure your CRM system evolves with your business, delivering sustained value.

By partnering with Opsis, you're choosing a path to CRM success that is informed by deep organisational insight, technological expertise, and a commitment to delivering solutions that provide lasting value.

With Opsis, you get the experience of our consultants who have worked in CRM projects of all sizes and in many industries.  We deliver a solution that amplifies your sales, and marketing results while helping the people on the ground, but still delivering the reporting that management want and regard as a measure of a successful project.

Opsis is a boutique consultancy

Because we are a boutique Dynamics 365 consultancy, you get from Opsis:

• The same people working on your project - unlike the larger consultancies we do not have one team to do the sales and another to do the actual work; the owners and partners work on your project i.e. you get the whole pond, not the small fish.
• Our expertise and time regardless of the budget of your project - unlike the larger consultancies we can focus on you and your project regardless of the size of your budget - larger consultancies are forced to favour those clients with multi-million budgets, but where does that leave you if your budget can’t compete?
• Smaller bills - it is pretty obvious; big consultancies have big overheads. If big shop prestige is still important to you, you’ll be happy to pay considerably more than you need to. If not...

For too many implementation companies, the focus is simply on billable hours.  This is great for the company, but not so much for the client as the goals of each are misaligned; one is after a result, the other just wants to keep staff busy and chargeable.

Opsis changes this paradigm to align both the client and our goals. We scope your project, and then, once the scope is understood, we give you a fixed price for that scope. Because we scope first, we avoid both the bottomless wallet syndrome and the fixed price for "anything that you want" syndrome.

If you work with Opsis you will get a CRM solution, based on the award-winning Microsoft Dynamics 365, that really maximises the best-practice out of the box CRM features.  We show you how you can benefit from Microsoft Dynamics 365 standard features first, rather than treating Microsoft Dynamics 365 as a development platform.  We only use customisation once we have ensured that out of the box features or configuration do not meet your requirements.  This is equivalent to decorating a house to suit your tastes vs a major knockdown and rebuild. Many consultancies prefer the rebuild, and sometimes just because they can.

Working with Opsis will give you a smoother sales process, a better understanding of your hard-earned CRM data, and particularly happier more confident users.

The Opsis Journey 

In 2004, Gill Walker founded Opsis with a bold vision: to revolutionise Microsoft CRM implementations through an education-first approach—ensuring organisations didn’t just adopt technology, but truly understood how to make it work for them.

Over two decades – and a plethora of evolutions of the technology - later, Opsis remains at the forefront of CRM success, helping both for-purpose and for-profit organisations navigate the complexities of Microsoft Dynamics 365 and Power Platform. But the journey has been anything but smooth.

We’ve weathered exhilarating highs and gut-wrenching lows. Gill nearly lost everything when a major client refused to pay a critical invoice. A trusted friend-turned-employee betrayed her, poaching a major client—only to fail them due to sheer greed.

Despite the challenges, Opsis has never taken outside funding. It’s been a constant balancing act—riding the waves of intense project work while trying (and often failing!) to ensure that the pipeline stays full. The cashflow rollercoaster is a battle I still fight, but I wouldn’t trade the independence it has given me.

As a speaker, I channel these hard-earned lessons into insights that help businesses sidestep the pitfalls of CRM implementation. My passion is not just about technology but about driving real business transformation—empowering people and organisations to master their systems, not be ruled by them.

Opsis isn’t just a consultancy; it’s the embodiment of resilience, expertise, and a relentless commitment to making CRM success achievable for all.

Opsis comes with over two decades of relevant experience

Opsis is Sydney's only Microsoft Dynamics 365 CRM consultancy with over two decades dedicated to Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), and now Power Platform excellence. Microsoft Dynamics 365 is all that we do - it is not a sideline to Microsoft Azure, to server management, to desktop support, to ERP products or to other management or business consultancy.  We live Dynamics 365 success - for all businesses - large or small, private enterprise, public or government and certainly for you.

How Opsis helps with Microsoft Dynamics 365

Opsis offers a wide range of Microsoft Dynamics 365 solutions and services encompassing consulting, for first-time deployments or later, support to keep your solution running smoothly, training so your users can get the most out of your investment, and of course, implementations.

The team at Opsis will work with you, as a partner, rather than just as a supplier. Every Microsoft Dynamics 365 CRM project is different, both in what it is trying to achieve for the business and how you want to work. We will work to your timeframes and to your budget.

Opsis is a friendly, Sydney based, boutique, business consultancy that focusses on CRM - technically we focus on the world-leading Microsoft Dynamics 365, but we do a lot more than a technical implementation.  We are very human - with Opsis, you will always know the person who is looking after your project.  We pride ourselves on being one of the leaders in Microsoft Dynamics 365 and we have delivered innovative solutions for many clients.  We are not an IT company, although we will work with your IT experts to ensure that your CRM implementation works for you.

If you are looking for a CRM solution expert organisation with experienced CRM consultants to help you get the CRM solution that you want, then look no further.

We help you, your key personnel and your company understand how your customers or clients want to buy so that you can maximise your relationship as a supplier with them.  We do this by working with you to implement business processes and technology to support your clients on their buyer's journey.  This ensures that you and your team are able to give superlative service to your clients and prospects and everyone can access the information that enables you to give that level of service easily.

We work with clients in Sydney, across New South Wales and further afield.  We will work with you whether you are new to Dynamics 365, or you have already deployed it, and are looking for some improvements or extensions. We also offer Dynamics 365 support, Dynamics 365 upgrades, and Dynamics 365 training - even if your original project was done by someone else.

We work with Microsoft Dynamics 365 hosted in our data centre here in Sydney, Dynamics 365 Online and on-premises Dynamics 365.  We work with all versions of Dynamics 365 from Microsoft Dynamics CRM v3 to Microsoft Dynamics 365. (Our principal consultant, Gill Walker, cut her teeth on Microsoft CRM v1.0, which did not even get released in Australia!!)

Benefits of choosing Opsis for your Microsoft Dynamics 365 CRM project: Our Approach

Every business is different! At Opsis we truly understand this.  We do not try to give you the implementation that worked for our last client, nor do we force you to be something that you are not.  At Opsis, we take the time to understand your business; then we deliver a solution comprising the appropriate parts from consultancy, implementation, training, testing, software, hardware and hosting which works with and for you.

But, unlike many of our competitors, we look to avoid large amounts of customisation.  We take a configure first, then customise, approach so you are not paying for massive changes to Microsoft Dynamics 365. Microsoft Dynamics 365, is built on best practice and we do not believe in breaking that, but in augmenting it to meet your needs.

An extensive understanding of your business and especially business processes is required to identify the areas where the best rewards will be found, given the nature of the business issue and the capabilities and costs of the solution. Here, we use our business analysts who have worked on CRM projects in many industries to scope out a solution to your requirements that can be implemented quickly and safely to maximise the ROI.

Once we have scoped out your solution, we produce a project plan which details the customisation, workflow processes, configuration, testing, user and administrative training required.  The final stage of any project is the post-go-live support where we work with you to ensure that the change to your organisation is a smooth transition.  We will work either on your behalf to implement the solution, or we will project manage the implementation, but work with your staff doing much of the implementation work. Because of this detailed scoping exercise and project plan, we are able to work to a fixed price for your implementation.

Complex as this may sound, the multi-disciplined skills of our team can often distil projects that might take months for others into a few weeks, providing a superior solution at a lower cost.

Our expertise means that you are given a price for your requirements at the beginning of your project.  And this is a price for your requirements, not a price per day or hour for a person. If you need additional requirements, we give you a price for those before we start work.  With Opsis running your Microsoft Dynamics 365 CRM project, there is no bill-shock.

Business Processes

Opsis have a unique workshopping approach to scoping an implementation, which means that you and your organisation get the chance to revise your business processes ready for the new system(s) being implemented.  This Scoping Workshop highlights all the data that needs to be captured and the processes that work with this data.  Working with you on your business processes allows us to have a holistic view of your business, and to implement a solution that works right across your organisation.

Experience

Our staff members include Business Analysts, Developers, Implementers and Trainers all of whom have years of experience in CRM systems including MS CRM from Microsoft CRM v1, through to Microsoft Dynamics 365, Clarify and Seibel.  We have successfully designed, implemented and supported CRM solutions across businesses of all sizes and government sectors of the economy in Australia and Europe.

Skills

A successful CRM implementation requires far more than a deep technical knowledge of products being deployed. It requires critical and analytical thinking to challenge your requirements and avoid reimplementing ineffective processes - because that is how things are done around here. It then needs a team who can map the standard functionality to the requirements of the organisation and can communicate this to all the different people involved.  Then, the implementation has to be done, quickly and efficiently, your legacy data needs to be brought in and your users must be trained.  And all of this should be done in a way that allows you to start using Microsoft Dynamics 365 as soon as possible.

No longer is CRM the exclusive province of the largest organisations with budgets to match. Opsis understands this and will implement CRM for you and within your budget.

We make our clients successful by bringing their customers' requirements to the core of the organisation.

A brief history of Opsis

Opsis was founded in 2004 by Gill Walker. Gill was one of the first people in Australia to be working with Microsoft CRM and had worked with the pre-release versions of Microsoft CRM before Microsoft released the first version into the Australian market.

Before setting up Opsis, Gill had worked with other CRM products including Clarify and Seibel for a range of companies including Microsoft (EMEA), Reliance Infocom (Mumbai) and Celcom (Kuala Lumpur) as well as many smaller companies and some government agencies in a number of countries.  These 20+ years of working with organisations of different sizes have given her a wide perspective of how businesses function. So when you partner with Opsis, she brings this range of experience to your project.