Overcoming Fundraising Hurdles
TSC Case Study
Domain
CRM Implementation,
CRM Integration
Industry
Not-for-profit
(NFP)
Services
Discovery, Architecture,
Integration, Data Migration
Platform
Dynamics 365, Azure,
Power Platform, SSIS
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
Recent Customer Engagements
Discover Inspiring Customer Stories
with ITKnocks
Let's Shape the Future Together!
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