Migration of complex environment to a Microsoft Dynamics CRM platform
The Client, an Australian not-for-profit organization, provides a range of quality services, relevant to community needs, that aim to empower people to live and relate more effectively. The Client’s work is underpinned by the principles of:
- strengthening family relationships
- fostering more resilience within families and communities
- working in the best interests of children to create supportive family environments
- respect, equality, compassion and empowerment for all, regardless of gender, sexuality, culture or age
- reconciliation with Australia’s first people
The Challenge
How 1 Billion Tech Helped
- Migrate substantial number of files to SharePoint cloud via ShareGate
- Migration from Penelope to Microsoft Dynamics CRM via Simego
- Transformed Tableau reports to Power BI dashboards
- Created MVC web portal allowing parents/guardians to register online and purchase tickets through PayPal for programs conducted in schools by Client educators
- Integration to DocuSign with Microsoft Dynamics CRM for approval process
Business Outcome
- Significant reduction of workforce and contributing towards reduced TCO
- Centralized data source enabling quick and efficient decision making
- Completely seamless and automated process leveraging third party services for previous manual paper based approvals
- Customized easy to use portal for event registrations
- Streamlined automated workflow for lead management replacing previous cumbersome process