Many membership organisations still face challenges when it comes to effectively interpreting and using their data to inform strategic decisions.
Dynamics 365 for Membership Organisations addresses this challenge by providing your business with extensive insights into your organisation, allowing you to make data-driven choices that will contribute to your long-term success.
User-friendly Dashboards and Reports
Effective reporting can be time-consuming and complex, especially with a large volume of data. However, making informed strategic decisions that drive success can be difficult without understanding where your organisation is at. Dynamics 365 simplifies the reporting process through user-friendly dashboards, enabling you to:
- Automate reporting: Eliminate lengthy administrative processes streamlining reporting
- Gain real-time insights: Benefits from continuously refreshed data, ensuring that information is always as up-to-date as possible
- Empower employees: Make it easy for your employees to identify opportunities, pinpoint problems, trends and more
- Enhance data accuracy: Minimise the risk of errors and data discrepancies, increasing the reliability of your reports
- Create custom visualisations: Metrics shown within dashboards are determined by you
Easily monitor your organisational performance
Quickly assess your organisation’s performance through tailor-made dashboards, displaying the key performance indicators (KPIs) that you want to track. With data like this readily available, it becomes easy to track overall performance and understand where your employees should allocate their efforts. The metrics shown can cover a wide variety of areas such as:
What some of our clients say...Read Case Studies
The team at Pragmatiq were very thorough and took the time to really understand our needs, through various meetings at all stages of development, and have been able to create a Bespoke CRM Solution that will grow with our business. Supporting our daily operations, centralising data and providing the automation, structure and visibility around project management and operations that was previously lacking.
“The system has provided us with a solution, and created greater capacity within the business, along with essential reporting tools, that are key to determining the direction of the business.”
The Pragmatiq team gained a thorough insight into our complex business needs and was able to deliver a system providing the structure, automation, and insight to enable our business to work efficiently while acting as a strong foundation for future development and integration into our other business applications.
Want to learn more about Dynamics 365 for Membership Organisations and the bespoke solutions we offer? Then download our Membership Guide, that covers everything you need to know including features, benefits, case studies, and more.Download the free Membership Guide
Frequently Asked Questions
At Pragmatiq, every solution we build is tailored made to fit around the requirements of our client. Because of this, the features that can be added and altered are endless. Below are a few common requirements that we have come across within the membership sector:
Yes, our software is designed at a bespoke level and can be seamlessly applied to organisations of various sizes. Whether you are a small or a large membership organisation, our software can be tailored to fit your specific requirements.
Unlock advanced insights with Power BI
Looking to gain deeper insights from your data? Dynamics 365 seamlessly integrates with Power BI, an advanced data analysis and visualisation tool. This enables you to effectively interpret and consolidate complex data, which is then presented in user-friendly dashboards and reports.
Want to get started with Power BI, then get in contact with us now and our team will be happy to help.