Learn how Pragmatiq helped Lagan’s Foundation enhance their operational efficiency and streamline processes with a bespoke CRM solution.
Background & Challenges
Background:
Lagan’s Foundation is a charity established in 2013 supporting families with babies and young children facing heart defects or feeding difficulties. The charity has quickly expanded its reach across the North-West of the UK, necessitating the need for a scalable and efficient operational system.
Challenges:
- Outdated Systems: Existing systems were decentralised and inefficient, hindering productivity and data accessibility.
- Complex Data Management: Searching and navigating through the database was time-consuming and overwhelming.
- Lack of Visibility: Difficulty in identifying key channels and new opportunities for fundraising and volunteer engagement.
- Unstructured Processes: Carer & Volunteer application processes lacked clear stages and efficient tracking mechanisms.
The Solution & Implementation
Discovery and Planning:
We conducted a comprehensive business analysis into Lagan’s Foundation’s unique requirements and challenges to effectively craft a system that meets their needs. After establishing this we were able to determine that a bespoke Dynamics 365 CRM solution would be best suited to accommodate the charities needs.
Execution:
- System Redesign: Re-architected the CRM system to streamline data management for families, volunteers, and medical representatives.
- User Interface Customisation: Redesigned the UI to display relevant information only, improving user experience and productivity.
- Application Process Automation: Implemented Dynamics 365 and Power Automate integration for seamless Carer & Volunteer application tracking.
- SharePoint Integration: Integrated SharePoint to centralise document storage and access for applications and volunteer records.
- Unified Interface Upgrade: Implemented Dynamics 365 Unified Interface for enhanced system performance and usability.
The Transformation
Results:
- Improved Visibility: Enhanced data visibility and accessibility, enabling quicker decision-making and targeted donor engagement.
- Increased Productivity: Structured processes reduced administrative burden, allowing staff to focus more on core activities.
- Enhanced User Adoption: Intuitive design and personalised user views improved user satisfaction and adoption rates.
- Optimised Application Process: Streamlined Carer & Volunteer applications reduced processing time and minimised data duplication.
Contact us today to see how we can help transform your organisation with expert Dynamics CRM consultancy and support.
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