Easily and accurately capture client interactions, the services consumed (and their impact), and report against funding programmes.
Many not-for-profits struggle to manage the support programmes and initiatives for their FDV and SASV clients. They have limited in-house resources and processes to capture information about their clients, and perform the administration of program services utilised by their client community. In turn, their reporting to funding bodies is labour intensive, time consuming and potentially inaccurate.
NFPs that provide FDV and SASV support services require a solution that will allow them to:
- Accurately capture and record assessments of clients and the services consumed
- Accurately reflect the true volume and nature of the work and activities performed, and capture of the impact of such services
- Provide accurate and timely reporting to their funding bodies to ensure continued support
- Have repeatable processes that staff can be trained on, that will integrate with familiar tools such as Outlook.
Beyond CRM’s DVS (Domestic Violence Support) solution, provides a comprehensive, scalable and affordable solution to your requirements.
Assessments & Plans
Beyond CRM’s DVS solution contains a huge array of pre-existing assessments that are completely customisable to your specific needs, including:
- Risk & Needs Assessment – comprehensive 200-300 assessment that covers multiple risk factors, including nature of violence, financial, legal, children, technology, sexual health, and many more.
- Support Plan – setup goals and actions, allocate responsibility & perform reviews.
- Predominant Aggressor Assessment – short assessment to establish context of the perpetrator’s risk to the aggrieved party.
- Home Safety Audit – assess the service user’s home environment to identify risks for potential resolution.
- Potential Assessments (post-developments): DASS (short form), Personal Wellbeing Index, Kessler Scale (full & First Nations), CRARMF modification to Risk & Needs, etc.
Communication
As well as the ability to utilise email for communication, the ability to communicate via SMS messages to clients/service users (both inbound and outbound) and have the interaction logged within the solution. You could use SMS messages to:
- Request and provide key information
- Remind someone of an upcoming service appointment
- Let someone know you received their inquiry
- Notify someone that their case is closed
Funding Provider Reporting
Powerful and extensive reporting harnessing Power BI, to easily produce quarterly compatible reporting for transcribing details to your funding provider (e.g. P2i for Queensland NFPs). Reporting includes breakdowns on demographics, activities and outcomes for specified funding regions, programmes and fiscal quarters.
Our Experience
We have deployed Dynamics CRM solutions across many segments and industries, for many different purposes. See below for examples that are relevant to this challenge or market, or view and refine from our complete list of experience.
| Company segment | Industry | Challenge | Solution | Keywords | |
|---|---|---|---|---|---|
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Customer Service, 3rd Party add-ons, SMS Integration, Compliance Management, Stakeholder Management, Statutory Reporting |
|
| Domestic Violence Services solution for a womens shelter and referral service, providing case (file) management, including client risk and needs assessment, with reporting to their funding provider. | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Stakeholder Management, Statutory Reporting, Customer Service, Compliance Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Stakeholder Management, Customer Service, Statutory Reporting, 3rd Party add-ons, SMS Integration |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a womens shelter service | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Customer Service, Stakeholder Management, 3rd Party add-ons, SMS Integration, Statutory Reporting, Mail Chimp |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a counselling and referral service | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Customer Service, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | CRM Optimisation | Domestic Violence Services Solution |
Website integration, Data Migration (extensive) |
|
| Addition of integration with the customers referral website, using CRM as the source of data for the website | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Stakeholder Management, Customer Service, Statutory Reporting, 3rd Party add-ons, SMS Integration |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a counselling and emergency relief service | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Stakeholder Management, Customer Service, Statutory Reporting |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | CRM Optimisation | Domestic Violence Services Solution |
Statutory Reporting |
|
| Addition of Power BI capabilities & reports to support OASIS reporting | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Customer Service, Stakeholder Management, 3rd Party add-ons, SMS Integration, Statutory Reporting |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a counselling service | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Customer Service, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | CRM Optimisation | Domestic Violence Services Solution |
3rd Party add-ons, SMS Integration |
|
| Addition of 3rd party SMS integration for customer updates | |||||
| Not-for-Profit | Social & Community Services | CRM Customisation | Domestic Violence Services Solution |
Extend/enhance functionality |
|
| Enhancement of customer appointment analysis | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Stakeholder Management, Customer Service, Statutory Reporting, 3rd Party add-ons, SMS Integration |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a counselling service | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Stakeholder Management, Customer Service, Statutory Reporting |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | CRM Customisation | Domestic Violence Services Solution |
Extend/enhance functionality, Workflows & Business Process |
|
| Enhancements to calendar appointments and schedules when dealing with multiple cases or files. | |||||
| Not-for-Profit | Social & Community Services | CRM Customisation | Domestic Violence Services Solution |
Extend/enhance functionality, Stakeholder Management |
|
| Changes to the type of information stored and tracked for Perpetrators. | |||||
| Not-for-Profit | Social & Community Services | CRM Upgrade | Domestic Violence Services Solution |
Platform Migration, Customer Service, Stakeholder Management, Statutory Reporting |
|
| Customer had an existing poorly performing On-premise solution that needed to be migrated to the Online platform, and then rectified and improved to meet the service needs, including ability to report correctly to the funding provider. | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Customer Service, Stakeholder Management, 3rd Party add-ons, SMS Integration, Statutory Reporting |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a counselling service | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Customer Service, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
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