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
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