xrm in Action: Charities Commission Royal New Zealand Foundation of the Blind Selena Moon and Kirsten Bockett-Smith 27 May 2010

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1 : Charities Commission Royal New Zealand Foundation of the Blind Selena Moon and Kirsten Bockett-Smith 27 May 2010

2 Why are these xrm solutions? Not a traditional sales processes Flexible platform for extensibility Ability to integrate with other applications to provide a complete business solution An xrm application is only as far away as your imagination...

3 Presenter: Selena Moon (Solutions Consultant)

4 What does the Charities Commission do? Register & Monitor Charities Commission Support & Educate Maintain Public Register

5 What they wanted Flexible platform System to handle online submissions of registrations, annual returns and notices of change User friendly interface Integration with document repository (SharePoint) Integration with finance system (Greentree) Integration with IRD

6 The Solution Web Portal SharePoint Dynamics CRM IRD Finance System

7 Commission Interface

8 The Solution Web Portal SharePoint Dynamics CRM IRD Finance System

9 Registration Application Wizard

10 Registration Application Wizard CRM Web Portal

11 Charity Dashboard

12 The Solution Web Portal SharePoint Dynamics CRM IRD Finance System

13 Integration with SharePoint

14 The Solution Web Portal SharePoint Dynamics CRM IRD Finance System

15 Benefits Extensible Platform Future Education Enhancements Future Open Data 2010 Monitoring & Investigation Enhancements 2009 Annual Return Enhancements 2007 Registrations/Annual Returns/Notices of Change Dynamics CRM

16 Benefits Streamlined Business Processes Registrations Annual Returns Online Paper Online Paper

17 Benefits Rich Repository of Data

19 Dynamics CRM is more than an application, it s a solution framework

20 Royal New Zealand Foundation of the Blind Presenter: Kirsten Bockett-Smith (Practice Lead - Central)

21 What does the RNZFB Guide Dog Service do? Breeding of guide dogs Manage puppy walkers Train guide dogs Match dogs with recipients Liaise with volunteers for Red Puppy Appeal

22 What they wanted A system that could replace old Access Databases and Excel Spreadsheets A single place where information about Dogs could be located Ability to track the lifecycle of a dog, from breeding, through training, to life with a visually impaired member and on to retirement An indisputable record of Breeding and Lineage Capability to link documents, photos and s relating to dogs Ability to link dogs with the people who interact with them A sustainable future proof system

23 Solution Lifecycle of dog Dog relationships Person relationships Vet Care Document Management Breeding & Lineage CRM Reporting

24 Guide Dog Lifecycle Retirement Birth Vet Visits Working guide dog Assign puppy walker Training with recipient Assessment Matched to recipient Assessment Formal training

25 The Dog is the central record

26 Dog events Used to capture data on the dog s lifecycle Many events all with different attributes

27 Workflow management Workflows are used extensively Examples: Vet visits - triggered by a previous Vet Visit. A task is created which lets the puppy walker know to arrange a vet visit. Seamless dog handover process The dog is handed over from department to department through the lifecycle, the automated workflow means that everyone is up to speed on exactly what has happened with this dog. The dogs cannot speak, they are handled by so many people that the only accurate record must be in one place. Matched Breeding Centre Training Puppy walker

28 Human CRM Even the Human contact record has been fully customised to cater for Dog related activities. Contact types Puppy walker volunteers, interviewed and home assessed for safety Member - a person with a sight impediment, may have a dog Adoptee is this a person that adopts a dog at retirement or if a dog is not suitable for guide dog work Boarder person can volunteer to help out by providing short or long term boarding of dogs at their home. Instructor / Trainer - Courses are run in conjunction with Massey University and NZQA registered. Breeding stock guardian - small % of dogs are chosen to parent the next generation of guide dogs. Breeding stock guardians take responsibility for providing a family home for one of these dogs.

29 Contact record Can send quick campaigns Perform mail merge

30 Benefits 360 degree view of a dog A comprehensive record of a dog from birth with every milestone recorded in an accessible and easy to use record.

31 Benefits Microsoft Outlook - lower effort and cost in training of staff

32 Benefits Compliance and structured record keeping More accessible data for management reporting

33 Benefits Automation, notification and improved efficiency through use of workflow A scalable and customisable solution

34 Benefits Low $$ - Microsoft licencing for Not For Profit Organisations

35 Thank you

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