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 Auxenta 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
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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

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