Overcoming Fundraising Hurdles
TSC Case Study
Domain
CRM Implementation,
CRM Integration
Industry
Not-for-profit
(NFP)
Services
Discovery, Architecture,
Integration, Data Migration
Platform
Azure, Power Platform,
Dynamics 365 Business
Central, Canvas App
TSC Case Study
The Shepherd Centre's Transformative Journey
in Overcoming Fundraising Hurdles
ITKnocks proudly showcases The Shepherd Centre’s impactful work, providing hope and support for children with hearing loss. For over 50 years, this not-for-profit pioneer has offered specialized programs, demonstrating an unwavering commitment to fostering skills for every child’s development and future success.
Voice of the Customer
Lee Clark
We've nothing but to say Thanks to ITKnocks Team because of their attention to details, asking such questions which let us revalidate our internal process, quality documentation and solution presentation is amazing.
Engagement Summary
ITKnocks collaborated with The Shepherd Centre to tackle significant fundraising challenges, including a cumbersome manual campaign selection process and donor concerns about credit card security, particularly the need for the CVC number. Our strategic approach involved implementing Microsoft Dynamics 365 Marketing, Power Automate, and SharePoint, seamlessly automating campaign selection for a diverse customer base of over 100,000. Crucially, we replaced the REST API with the XML API, enhancing the credit card donation process by eliminating the need for the CVC number, addressing donor apprehensions.
Delivered Projects
Overcoming Fundraising Hurdles
ITKnocks transformed The Shepherd Centre’s operations, automating campaign selection for 100,000+ customers with Microsoft Dynamics 365 Marketing, Power Automate, and SharePoint. Simultaneously, we improved the credit card donation process by replacing REST API with XML API, eliminating the need for donors to provide the CVC number. This strategic intervention reduced errors, streamlined operations, and instilled donor confidence, leading to a substantial increase in contributions through the secure credit card channel. Our commitment to efficiency has not only addressed fundraising challenges but also enhanced the donation experience for The Shepherd Centre’s supporters.
The Challenge
The Shepherd Centre grappled with a challenging fundraising landscape, marked by a cumbersome manual campaign process impeding productivity and hindering goal attainment. Notably, the reliance on credit card transactions faced obstacles as donors expressed reservations about security, contributing to a decrease in contributions. The organization urgently sought a transformative solution to streamline operations and instill donor confidence in the security of their contributions.
Our Solution
In response to fundraising challenges at The Shepherd Centre, ITKnocks leveraged the Microsoft technology stack, integrating Dynamics 365 Marketing, Power Automate, and SharePoint. This strategic implementation automated the end-to-end campaign selection process, addressing complexities in managing a vast customer base. By eliminating hurdles, ITKnocks streamlined the donation process, instilling trust among donors and significantly boosting contributions through the credit card channel.
Business Outcomes
Fundraising
Efficiency
Improved Donor
Confidence
Higher Donation
Targets
Enhanced User
Experience
Technical Outcomes
Automated Campaign
Selection
Enhanced
Security
Resource
Allocation
Boost in
Contributions
Engagement Summary
In collaboration with The Shepherd Centre, ITKnocks successfully addressed critical challenges faced by their accounting and admin team. Leveraging the Power Platform, including Dynamics 365 Business Central and Canvas App, our team meticulously handled the integration of the internal CDIS system and streamlined the addition of new clients to the NDIS app. Manual management of overdue and paid claims in Business Central was replaced with an automated solution, complemented by Power Automate for notifications and updates.
Delivered Projects
Transforming Operational Excellence
ITKnocks successfully delivered a transformative project to The Shepherd Centre, leveraging the Power Platform to tackle critical operational challenges. The implementation involved deploying Dynamics 365 Business Central and a custom Canvas App, automating the integration of the CDIS system with the NDIS app. This innovative solution not only streamlined the addition of new clients but also automated claims management, introducing notifications for overdue claims. The project further enhanced visibility for the accounting team by updating paid invoices to the NDIS app, ensuring improved operational efficiency, data integrity, and informed decision-making for The Shepherd Centre.
The Challenge
The Shepherd Centre confronted significant operational hurdles as their accounting and admin team grappled with manual processes in integrating the internal CDIS system with the NDIS app. Challenges included the cumbersome addition of new clients, manual management of overdue and paid claims in Business Central, and the absence of a mechanism for handling agreement items related to clients in the app. These obstacles created inefficiencies, data integrity concerns, and a lack of visibility, prompting the need for a transformative solution.
Our Solution
The Power Platform Canvas App and Power Automate were instrumental in resolving the identified challenges, automating CDIS system integration and addressing overdue claims. Additionally, automated notifications to RM improved claim management, while updates to the NDIS app for paid invoices enhanced accounting team visibility. This integrated solution not only streamlined processes but also significantly improved overall operational efficiency.
Business Outcomes
Operational
Efficiency
Data
Integrity
Better
Decision-Making
Cost
Savings
Technical Outcomes
Seamless
Integration
Automation with
Power Platform
Real-time
Data Visibility
Increased
Efficiency
Recent Customer Engagements
Discover Inspiring Customer Stories
with ITKnocks
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