Notice Information
Notice Title
Housing Management Systems Transformation to Microsoft Dynamics 365
Notice Description
Cornerstone Housing Ltd is undertaking a strategic transformation of its housing management systems, migrating from a fragmented legacy landscape to a unified Microsoft Dynamics 365 (D365) platform. This transformation is planned over a 5-6 year period and is currently in its second year. The program aims to enhance customer service, streamline operations, and improve data-driven decision-making across housing, property, and tenancy services. 2. Background and Current State - CRM Migration: Completed implementation of a CRM using D365 Customer Service. - Module implementation: Launched the complaints module in D365 and currently launching a Hazards Module - Customer Insights: Launched D365 Customer Insights to enhance customer engagement and analytics. - Program Year: In Year 2 of a 5-6 year transformation roadmap. 3. Program Vision and Objectives - Unified Platform: Consolidate all housing management functions into D365. - Customer-Centric Services: Improve tenant experience through integrated case management and insights, including a self service mobile application. - Operational Efficiency: Streamline property services, asset management, and scheduling. - Data Integration: Ensure seamless integration with existing finance systems and other core platforms. 4. Scope of Future Work (2025-2026) 4.1 Property Services and Asset Management - Migration of property services and asset management systems to D365 Field Service. This includes, repairs raising and scheduling - Implementation of scheduling and resource management capabilities. 4.2 Tenancy Management - Introduction of additional tenancy management processes (e.g. rent arrears, tenancy changes). 4.3 Integration Requirements - Expert integration of D365 modules with the existing finance system. - Data migration and transformation from legacy systems. - Integration with mobile workforce devices and key finance data back into our finance system. 5. Technical and Functional Requirements - Platform: Microsoft Dynamics 365 (Customer Service, Field Service, Customer Insights). - Integration: Azure Integration Services, APIs, and middleware for finance system connectivity if applicable. - Data Governance: Compliance with GDPR and internal data standards. - User Experience: Ease of use, accessibility compliance, and role-based interfaces. - Security: Role-based access control, audit trails, and secure data exchange. 6. Supplier Engagement Objectives - Demonstrate experience in large-scale D365 implementations in the housing or public sector. - Provide integration expertise with finance systems or experience working with an expert integration partner. - Offer strategic guidance on roadmap planning, change management, and user adoption. - Deliver agile, scalable solutions aligned with our long-term digital strategy.
Planning Information
1. Executive Summary Cornerstone Housing Ltd is undertaking a strategic transformation of its housing management systems, migrating from a fragmented legacy landscape to a unified Microsoft Dynamics 365 (D365) platform. This transformation is planned over a 5-6 year period and is currently in its second year. The program aims to enhance customer service, streamline operations, and improve data-driven decision-making across housing, property, and tenancy services. 2. Background and Current State - CRM Migration: Completed implementation of a CRM using D365 Customer Service. - Module implementation: Launched the complaints module in D365 and currently launching a Hazards Module - Customer Insights: Launched D365 Customer Insights to enhance customer engagement and analytics. - Program Year: Entering Year 2 of a 5-6 year transformation roadmap. 3. Program Vision and Objectives - Unified Platform: Consolidate all housing management functions into D365. - Customer-Centric Services: Improve tenant experience through integrated case management and insights, including a self service mobile application. - Operational Efficiency: Streamline property services, asset management, and scheduling. - Data Integration: Ensure seamless integration with existing finance systems and other core platforms. 4. Scope of Future Work (2025-2026) 4.1 Property Services and Asset Management - Migration of property services and asset management systems to D365 Field Service. This includes, repairs raising and scheduling - Implementation of scheduling and resource management capabilities. 4.2 Tenancy Management - Introduction of additional tenancy management processes (e.g. rent arrears, tenancy changes). 4.3 Integration Requirements - Expert integration of D365 modules with the existing finance system. - Data migration and transformation from legacy systems. - Integration with mobile workforce devices and key finance data back into our finance system. 5. Technical and Functional Requirements - Platform: Microsoft Dynamics 365 (Customer Service, Field Service, Customer Insights). - Integration: Azure Integration Services, APIs, and middleware for finance system connectivity if applicable. - Data Governance: Compliance with GDPR and internal data standards. - User Experience: Ease of use, accessibility compliance, and role-based interfaces. - Security: Role-based access control, audit trails, and secure data exchange. 6. Supplier Engagement Objectives - Demonstrate experience in large-scale D365 implementations in the housing or public sector. - Provide integration expertise with finance systems or experience working with an expert integration partner. - Offer strategic guidance on roadmap planning, change management, and user adoption. - Deliver agile, scalable solutions aligned with our long-term digital strategy. 7. Next Steps and Timeline Phase Activity Timeline Discovery Supplier engagement and market feedback Q3 2025 Procurement Tendering and partner selection via G-Cloud Q4 2025 Delivery Implementation of property services Q1-Q4 2026 Delivery Implementation of tenancy management services Q1-Q4 2027 8. Contact and Submission Details Please direct all expressions of interest, capability statements, and queries to: Contact Name: Jamie Simms Email: jamie.simms@cornerstonehousing.net Submission Deadline: 24th October 2025
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-05a324
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/060119-2025
- Current Stage
- Planning
- All Stages
- Planning
Procurement Classification
- Notice Type
- UK2 - Preliminary Market Engagement Notice
- Procurement Type
- Framework
- Procurement Category
- Services
- Procurement Method
- Not Specified
- Procurement Method Details
- Not specified
- Tender Suitability
- VCSE
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
71 - Architectural, construction, engineering and inspection services
75 - Administration, defence and social security services
76 - Services related to the oil and gas industry
79 - Business services: law, marketing, consulting, recruitment, printing and security
-
- CPV Codes
66000000 - Financial and insurance services
71000000 - Architectural, construction, engineering and inspection services
75000000 - Administration, defence and social security services
76000000 - Services related to the oil and gas industry
79000000 - Business services: law, marketing, consulting, recruitment, printing and security
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 26 Sep 20254 months ago
- Submission Deadline
- Not specified
- Future Notice Date
- 24 Oct 2025Expired
- Award Date
- Not specified
- Contract Period
- 31 Mar 2026 - 1 Apr 2027 1-2 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Planning
- Lots Status
- Planning
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- CORNERSTONE HOUSING LIMITED
- Additional Buyers
- Contact Name
- Jamie Simms
- Contact Email
- admin@gbsprocure.com, mail@cornerstonehousing.net
- Contact Phone
- Not specified
Buyer Location
- Locality
- EXETER
- Postcode
- EX1 1AL
- Post Town
- Exeter
- Country
- England
-
- Major Region (ITL 1)
- TLG West Midlands (England)
- Basic Region (ITL 2)
- TLG1 Herefordshire, Worcestershire and Warwickshire
- Small Region (ITL 3)
- TLG13 Warwickshire CC
- Delivery Location
- TLC North East (England), TLD North West (England), TLE Yorkshire and The Humber, TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLI London, TLJ South East (England), TLK South West (England)
-
- Local Authority
- Warwick
- Electoral Ward
- Kenilworth St John's
- Westminster Constituency
- Kenilworth and Southam
Further Information
Notice Documents
-
https://www.find-tender.service.gov.uk/Notice/060119-2025
26th September 2025 - Preliminary market engagement notice on Find a Tender
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.
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