Enterprise Software

Growing Charity Expands Services, Reduces Costs With Integrated CRM and ERP Solution

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Executive Summary

The idea of this case study is to talk about Lifeworks that is a nonprofit organization that works with people with disabilities. With growth in the requirements of work in the organization, the charity decided to improve its technology solutions. This paper mentions Lifeworks' link with Microsoft Gold Certified Partners PowerObjects and Boyer and Associates to execute Microsoft Dynamics CRM, upgrade Microsoft Dynamics SL, and put together Microsoft Dynamics CRM with Microsoft Dynamics SL solutions. With the growth in demand of its services, the company has maintained low costs and efficiency with the extended solution. This new solution mentioned in the paper has helped the organization in reducing the administrative costs. Employees of the company enter information once that increases accuracy, simplifies workflows, and also saves time. It helps the organization to produce papers and generate letters to families who are not spending their funds at a reliable and steady rate. The charity uses xRM platform in Microsoft Dynamics CRM to extend the solution. It utilizes PowerObjects to obtain important technological information capabilities for IT solutions. This solution mentioned and discussed in this case study provides reliable and accurate data from a single source to its clients, employers, and government agencies. This paper discusses benefits and features of using this solution including increased service capacity, improved client service levels, simplified regulatory compliance and papering, and reduced administrative costs.

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