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Young Enterprise boosts stakeholders and auditors management with Microsoft Dynamics CRM Online

"Our auditors are amazed at the level of auditability of our revenue and business activities, we can query the CRM to provide full evidence of enrolment, membership, registrations and sponsorship, which is rare for a not-for-profit."

Leo Austin Corporate Services Manager, New Zealand Young Enterprise

The customer

Young Enterprise is a charitable organisation whose purpose is to inspire young people to develop their full potential in business and in life. It does this by helping young people to unleash their entrepreneurial spirit, develop critical life skills and realise that good financial decisions give you more choices in life. It has a range of programmes, resources and games for Year 1-13 around experiential enterprise learning and financial literacy. With the support of over 1,000 teachers a year from over 600 schools, it connects with close to 100,000 students each year. Its work is supported with close to 2,000 volunteers who generously give up their time to coach, judge and mentor.

The challenge

In 2012 Fujitsu had successfully replaced Young Enterprise’s outdated legacy databases with a new CRM platform. The team spends a large part of the year on the road visiting remote schools and was finding it difficult to access critical information whilst on the move. In addition, the organisation was upgrading its website to become an integrated membership site, and integration into the CRM was a key requirement.

The solution

Fujitsu upgraded Young Enterprise to Microsoft Dynamics CRM Online to provide a cloud-based online portal where real-time data can easily be accessed.

The benefit

  • Staff have remote access to data when they need it and the ability to collaborate on the move
  • Streamlined and automated processes enable the effective management of 4,398 stakeholders and 14,105 individuals with a staff of just 18 people
  • Communication is targeted at stakeholder groups and individual constituents while schools are recruited through more direct and tailored communication

Pobierz

Read the full Young Enterprise Trust case study (1.32 MB /A4, 2 pages)