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Overcoming Fundraising Hurdles
ITKnocks is proud to partner with The Shepherd Centre (TSC), a not-for-profit organisation that has been delivering life-changing programs for children with hearing loss for over 50 years. Through a strong focus on early intervention and specialised support, TSC empowers children to develop vital communication skills, setting them up for a brighter, more connected future.
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.
The Shepherd Centre faced significant challenges in managing its fundraising efforts, particularly with a complex manual campaign selection process and donor concerns about credit card security, especially the requirement for the CVC number.
To address these issues, ITKnocks implemented a modern, Microsoft-powered solution:
This transformation enabled TSC to scale its outreach efficiently while building trust with its generous supporters.
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.
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.
ITKnocks partnered with The Shepherd Centre to resolve key inefficiencies in their accounting and administrative processes. Their team struggled with manual integration of the internal CDIS system and the addition of new clients to the NDIS app.
Leveraging the Microsoft Power Platform, we delivered a streamlined, automated solution:Through the strategic implementation of the Power Platform, ITKnocks delivered a transformative solution for The Shepherd Centre. We integrated Dynamics 365 Business Central with a custom-built Canvas App, automating client additions and claims processing. The project introduced real-time notifications for overdue claims, enhanced invoice tracking, and provided complete visibility for the accounting team.
This seamless automation enhanced data accuracy, reduced manual effort, and significantly improved operational efficiency enabling The Shepherd Centre to stay focused on its mission: supporting children with hearing loss through early intervention and specialist care.
The Shepherd Centre’s accounting and admin team faced multiple operational roadblocks. The manual integration of their CDIS system with the NDIS app led to inefficiencies in onboarding new clients and processing overdue claims. The lack of an automated system for managing agreement items related to clients further complicated financial tracking and data accuracy. These challenges not only slowed down workflows but also affected overall service efficiency. Staff had to spend additional hours on repetitive data entry and manual cross-checking, increasing the likelihood of human error. The delays in processing claims impacted cash flow and created administrative backlogs. Without real-time data syncing, the team struggled to maintain up-to-date records, leading to communication gaps. These operational hurdles collectively hindered the organisation’s ability to provide timely and seamless support to their clients.
To address these challenges, ITKnocks delivered a tailored solution using the
Microsoft Power Platform, including a custom Canvas App and Power Automate workflows. The solution automated the integration between CDIS and the NDIS app, eliminating manual data entry and streamlining claims processing. Key features included: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 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.
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.
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