: Charities Commission Royal New Zealand Foundation of the Blind Selena Moon and Kirsten Bockett-Smith 27 May 2010
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...
Presenter: Selena Moon (Solutions Consultant)
What does the Charities Commission do? Register & Monitor Charities Commission Support & Educate Maintain Public Register
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
The Solution Web Portal SharePoint Dynamics CRM IRD Finance System
Commission Interface
The Solution Web Portal SharePoint Dynamics CRM IRD Finance System
Registration Application Wizard
Registration Application Wizard CRM Web Portal
Charity Dashboard
The Solution Web Portal SharePoint Dynamics CRM IRD Finance System
Integration with SharePoint
The Solution Web Portal SharePoint Dynamics CRM IRD Finance System
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
Benefits Streamlined Business Processes Registrations Annual Returns 40 60 Online Paper 27 73 Online Paper
Benefits Rich Repository of Data
Dynamics CRM is more than an application, it s a solution framework
Royal New Zealand Foundation of the Blind Presenter: Kirsten Bockett-Smith (Practice Lead - Central)
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
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 e-mails relating to dogs Ability to link dogs with the people who interact with them A sustainable future proof system
Solution Lifecycle of dog Dog relationships Person relationships Vet Care Document Management Breeding & Lineage CRM Reporting
Guide Dog Lifecycle Retirement Birth Vet Visits Working guide dog Assign puppy walker Training with recipient Assessment Matched to recipient Assessment Formal training
The Dog is the central record
Dog events Used to capture data on the dog s lifecycle Many events all with different attributes
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
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.
Contact record Can send quick campaigns Perform mail merge
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.
Benefits Microsoft Outlook - lower effort and cost in training of staff
Benefits Compliance and structured record keeping More accessible data for management reporting
Benefits Automation, notification and improved efficiency through use of workflow A scalable and customisable solution
Benefits Low $$ - Microsoft licencing for Not For Profit Organisations
Thank you