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

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

Tuesday, February 13, 2024 Gill Walker CRM Blog 0
The Art of Leading CRM Success - Strategies and Best Practices In the fast-paced and competitive business landscape, Customer Relationship Management (CRM) has become a cornerstone for any organisation striving to build lasting relationships with their customers. True CRM gives you an all-round picture of the entire relationship from prospect to customer to raving advocate, including information from marketing, sales, customer service, including their interactions in all of these areas. It also provides automation, to make your team members’ life easier, and reporting across all of the above so you can track progress and your successes.
Sunday, November 12, 2023 Gill Walker CRM Blog 0
Finding the pot of gold at the end of your CRM project! – seven simple steps Organisations that embark on a CRM usually do so with the expectation of increased profit and revenue, lower customer churn and / or more profitable marketing. The positive return on investment (ROI) is the ‘pot of gold’ that justifies the project’s cost and effort and these benefits are are eagerly anticipated. While these benefits are undoubtedly achievable, the failure rate of many projects demonstrates that for many they are about as elusive as the pot of gold at the end of the rainbow! Finding the pot of gold at the end of your CRM project requires that the project stays on time and on budget as well as delivering the expected results. These goals are usually easier said than done. Finding the pot of gold might be the definition of a successful CRM project! However, following these seven simple steps fully will show you your pot of gold. Seven steps to finding the pot of gold at the end of your CRM project
Thursday, November 09, 2023 Gill Walker CRM Blog 0
An important lesson from the Optus 14+ hour outage for your CRM project Most businesspeople in Australia are very aware of the debacle caused by the recent Optus 14+ hour outage. You may be one of those businesses or people who suffered financially or personally from the catastrophe - nearly half of Australians were unable to use their phones (mobile and landline), internet, EFTPOS machines to take payment from customers and more. Now, about 35 hours after it started, Optus has not yet published the cause of this outage. It may not be known, even internally. However, this post is not about Optus nor the devastating fallout of the outage for both Optus and the millions of affected clients. Rather, I want to share a key lesson from this disaster for CRM projects.
Tuesday, November 07, 2023 Gill Walker CRM Blog 0
Power Apps and Power Platform have muddied the waters? Have Power Apps and Power Platform muddied the waters? That may seem like a peculiar comment from me – a Microsoft Certified Trainer (MCT), Business Applications Most Valuable Professional (MVP) and someone who loves helping people achieve business success with Microsoft Dynamics 365. I think that Power Apps has certainly added a layer of confusion for people selecting team members for a Dynamics 365 project. Let me explain.
Sunday, August 20, 2023 Gill Walker CRM Blog 0
Goldilocks and the three bears highlight a risk in CRM - and this may be not quite what you expect! Goldilocks was out walking in the forest when she finds a house. She knocks at the door. However, nobody answers. Goldilocks is curious and pushes open the door. On the kitchen table, there are three bowls of porridge. Goldilocks is hungry, so she tries the porridge in one of the bowls. It’s too hot, so she moves on and tries the next bowl. This porridge is too cold. Then she tries the third bowl, and this porridge is just the right. Goldilocks eats the whole bowl. In the living room, there are three chairs. The first chair is too big, the second chair is too small, but the third is just the right size. Goldilocks sits down and relaxes. Unfortunately, the chair breaks. Suddenly Goldilocks realises that she is very tired. Goldilocks goes upstairs, where there are three beds. The first bed is too hard, the second is too soft. But the third bed is perfect. Goldilocks lies down and falls fast asleep.

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.