About EPAM Systems:
EPAM Systems is a global leader in digital transformation, AI, engineering, and software consulting. Founded in 1993, EPAM partners with the world’s leading brands to design, build, and scale transformative solutions for complex business challenges.
With a global team of over 60,000 professionals across 50+ countries, EPAM combines deep industry expertise with innovative engineering to help enterprises adapt, grow, optimize, and disrupt markets through agile methodologies and cutting-edge technology.
LOCATION: Global
INDUSTRY: IT Services and Consulting
SPECIALITIES: Engineering, Cloud, Cybersecurity, Artificial Intelligence, Data and Analytics
APP USED: Kanban Board
As a fast-paced, agile-driven organization, EPAM Systems faced growing limitations using traditional list views in Dynamics 365 CRM to manage projects and tasks. The lack of a visual, interactive interface made it difficult to:
- Track task progress across global teams
- Prioritize and update work items quickly
- Manage complex workflows across multiple entities
- Maintain clarity in high-volume project environments
With no centralized view of status, ownership, or bottlenecks, team collaboration suffered, and project oversight became increasingly time-consuming. EPAM required a Kanban-style solution to provide visual clarity, real-time updates, and workflow agility for its CRM operations.
To overcome the limitations of static CRM views and bring agility to its task management processes, EPAM Systems implemented Inogic’s Kanban Board for Dynamics 365 CRM— a visualization tool designed to streamline workflows and enhance team collaboration.
By transforming traditional CRM views into an interactive Kanban board, EPAM gained a dynamic, drag-and-drop interface to manage work across departments and business units with greater transparency and control.
The Kanban Board was configured to align with EPAM’s agile delivery model, enabling the team to:
Entity-Wide Kanban Views
Visualize any entity view—Opportunities, Projects, Cases, and Custom Entities—as lanes and rows.
Instant Drag-and-Drop Updates
Use drag-and-drop functionality to instantly update status fields and move tasks across defined stages.
Multi-Entity Workflow Tracking
Apply multi-entity Business Process Flows (BPFs) to track progress across entities.
Smart Task Layout & Actions
Segment records with row grouping, maintain clean boards using swim lanes, and act faster with quick activity shortcuts.
Advanced Filter & Sort
Utilize advanced filtering and sorting to focus on critical tasks, deadlines, or team ownership.
By integrating Kanban Board directly within their Dynamics 365 environment, EPAM empowered its teams to manage tasks visually, collaboratively, and efficiently, without relying on third-party tools or disconnected project tracking systems.
EPAM significantly improved task visibility, team agility, and CRM efficiency by adopting Inogic’s Kanban Board, enabling real-time updates, visual workflow tracking, and streamlined multi-entity management. The intuitive drag-and-drop interface, swim lanes, and smart filtering empowered teams to prioritize faster and collaborate more effectively.
