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Customer Case Study: Young New
Zealanders Foundation



Colin May, YNZF
Steven Foster, Intergen    #dynamicsday
Our Agenda
    Background of YNZF
    Before Dynamics CRM
    Need for Change
    What the Solution looked like
    After Dynamics CRM
Youth in New Zealand
•   Have one of the highest suicide rates in the
    western world
•   1 out of 4 are victims of sexual, physical or
    emotional abuse
•   Have one of the highest rates of teen pregnancy
    in the world
•   100,000 young people will appear in courts
    before they are 21
•   Bulling is rife in schools and on the increase
                    Too many kids are falling
                         through the cracks
Young New Zealanders Foundation
•   Totally committed to LifeSkills development of Kiwi Kids
•   Registered Charity, established in 1997, to help fund community
    youth education programmes like D.A.R.E.
•   Develop and distribute highly effective resources providing
    LifeSkills that support, educate and empower Kiwi Kids

        LifeSkills that support, educate
               and empower Kiwi Kids.
LifeSkills that support, educate
                                           and empower Kiwi Kids.


 Amazing Me                                                                           Gemstones
  Personal safety & sourcing help                                                    Develop healthy decision making
3-7 year olds, parents & caregivers                                                   Classroom based for years 6-9




No Excuse for Abuse                                                                    Travel Log
 Awareness & Avoidance of abuse                                                       Teenage development issues
0-12 year olds, parents & caregivers                                                 Classroom based for years 9-10



                                              Career Passport
                                             Career guidance & skills to enter the
                                                 workforce. School leavers
Before Dynamics CRM
•   Access Database
     – Sunset Product
     – Expensive Development or changes to Reporting
     – Developed and managed by “one-man band”
•   Manual Processing of Credit Card Transactions
•   Spending $35,000 per year in postage of receipts
•   Fundraiser performance not transparent
•   “Up Sell” performance difficult to monitor
•   Communication with Supporters only via telemarketing
•   Needed a package the would integrate with a predictive dialler
Need for Change
•   Future Proof the technology platform
•   Required a stable platform
•   Goal was to move towards an “out-of-the-box” solution
     – Remove the reliance on a one man band
     – Build one sell many vs build one sell one
•   Needed stable access for remote users
•   Capability to report on fundamental operational drivers
Proposed Solution Components

 +
 +
Solution Overview
                          Agent Dashboard
                          Live Sales Donation visibility




       Dialler       Email
                    Marketing




                          Track Supporters
                                   interest
After Dynamics CRM
•   Dynamics CRM Database
     –   Feature rich and fully functional to help establish “best practice”
     –   Configuration rather than customisation ensures future proofing at minimal cost
•   Integrated Automatic Processing of Credit Card Transactions
•   Email receipts save over $34,000 per year
•   Fundraiser performance now live for all to see
•   “Up Sell” performance had immediate change in caller behaviour
•   Communication with Supporters with Email Newsletter to support the
    telemarketing
•   Track web visit as a results of email and identify Supporters interest
Live Support Details
Live Email Receipt
Live Email Events Details
Live Tracking Email to Web Visits
A worthy Charity in need
•   100% non-profit Charitable Trust
•   We have more demand from schools and the
    community for our resources than we can supply
•   We receive no government funding or lottery
    grants, we rely solely on the generosity of the
    pubic (private individuals & SME owners)
        “If I were the Minister of Education, for emerging adolescents,
                  Gemstones would be a compulsory platform in every
                                     intermediate school in the country”

                       Paul Murphy, Principle of Kedgley Intermediate
                                                Papatoetoe, Auckland
Any questions?
Do you want to
know more?

Find me in the
Experience Lounge
at the end of this
presentation.
Thank you
barry.barryson@intergen.co.nz
Dynamics Day 2012: Dynamics CRM case study - Young New Zealanders Foundation

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The Microsoft 365 Migration Tutorial For Beginner.pptx
 

Dynamics Day 2012: Dynamics CRM case study - Young New Zealanders Foundation

  • 1. Customer Case Study: Young New Zealanders Foundation Colin May, YNZF Steven Foster, Intergen #dynamicsday
  • 2. Our Agenda Background of YNZF Before Dynamics CRM Need for Change What the Solution looked like After Dynamics CRM
  • 3. Youth in New Zealand • Have one of the highest suicide rates in the western world • 1 out of 4 are victims of sexual, physical or emotional abuse • Have one of the highest rates of teen pregnancy in the world • 100,000 young people will appear in courts before they are 21 • Bulling is rife in schools and on the increase Too many kids are falling through the cracks
  • 4. Young New Zealanders Foundation • Totally committed to LifeSkills development of Kiwi Kids • Registered Charity, established in 1997, to help fund community youth education programmes like D.A.R.E. • Develop and distribute highly effective resources providing LifeSkills that support, educate and empower Kiwi Kids LifeSkills that support, educate and empower Kiwi Kids.
  • 5. LifeSkills that support, educate and empower Kiwi Kids. Amazing Me Gemstones Personal safety & sourcing help Develop healthy decision making 3-7 year olds, parents & caregivers Classroom based for years 6-9 No Excuse for Abuse Travel Log Awareness & Avoidance of abuse Teenage development issues 0-12 year olds, parents & caregivers Classroom based for years 9-10 Career Passport Career guidance & skills to enter the workforce. School leavers
  • 6. Before Dynamics CRM • Access Database – Sunset Product – Expensive Development or changes to Reporting – Developed and managed by “one-man band” • Manual Processing of Credit Card Transactions • Spending $35,000 per year in postage of receipts • Fundraiser performance not transparent • “Up Sell” performance difficult to monitor • Communication with Supporters only via telemarketing • Needed a package the would integrate with a predictive dialler
  • 7. Need for Change • Future Proof the technology platform • Required a stable platform • Goal was to move towards an “out-of-the-box” solution – Remove the reliance on a one man band – Build one sell many vs build one sell one • Needed stable access for remote users • Capability to report on fundamental operational drivers
  • 9. Solution Overview Agent Dashboard Live Sales Donation visibility Dialler Email Marketing Track Supporters interest
  • 10. After Dynamics CRM • Dynamics CRM Database – Feature rich and fully functional to help establish “best practice” – Configuration rather than customisation ensures future proofing at minimal cost • Integrated Automatic Processing of Credit Card Transactions • Email receipts save over $34,000 per year • Fundraiser performance now live for all to see • “Up Sell” performance had immediate change in caller behaviour • Communication with Supporters with Email Newsletter to support the telemarketing • Track web visit as a results of email and identify Supporters interest
  • 13. Live Email Events Details
  • 14. Live Tracking Email to Web Visits
  • 15. A worthy Charity in need • 100% non-profit Charitable Trust • We have more demand from schools and the community for our resources than we can supply • We receive no government funding or lottery grants, we rely solely on the generosity of the pubic (private individuals & SME owners) “If I were the Minister of Education, for emerging adolescents, Gemstones would be a compulsory platform in every intermediate school in the country” Paul Murphy, Principle of Kedgley Intermediate Papatoetoe, Auckland
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  • 18. Do you want to know more? Find me in the Experience Lounge at the end of this presentation.