Implemented CRM Solution for Streamlining Beneficiary & Grant Management
About Project
A New Zealand-based nonprofit organization, Kotuku Systems required an IT solution to efficiently manage beneficiary registrations, grant applications, and workflow automation. The lack of a centralized beneficiary management system, experiencing delays in grant application approvals, reporting, and tracking were inadequate, and approval workflows were inefficient.
- Nonprofit & Grant Management
- New Zealand
- Beneficiary Registration, Grant Application Processing, Workflow Automation
- Microsoft Dynamics 365 CRM, Azure Cloud Services, Power BI for Data Analytics, Automated Workflow Tools, Web Portal Development
About Client
Kotuku Systems Ltd is dedicated to supporting community development through grant funding and beneficiary programs. Their goal is to simplify beneficiary registration, improve grant application transparency, and ensure efficient resource allocation. By leveraging technology-driven solutions, they aim to provide seamless, secure, and well-managed digital services for community organizations and stakeholders.
Challenges Addressed by Soluzione
Kotuku Systems required a custom-built nonprofit CRM solution that could:
- Streamline beneficiary registration, application workflows, and document handling.
- Automate approval processes and notifications to improve service delivery.
- Ensure secure, role-based access control for various stakeholders.
- Provide a dedicated beneficiary and grant management portal for real-time tracking.
- Improve reporting and compliance tracking for better operational oversight.
IT Solution Provided
As a Microsoft Partner specializing in IT services for nonprofits, Soluzione IT Services developed a comprehensive CRM and portal solution, ensuring seamless integration and user accessibility.
- Automated beneficiary registration workflows, integrating Whakapapa registration and document tracking.
- To ensure appropriate control of different stakeholders, we had secure role-based access control.
- Manual tasks such as approvals, notifications, and status updates were automated to improve operational efficiency.
- The online portal has become user-friendly allowing seamless registration, document submission, and case tracking.
- Data management was secured with role-based access and authentication.
- Automated communication tools, keeping beneficiaries informed at every stage.
- Automated grant application workflows, simplifying approvals, declinations, and reporting.
- Checklist-based verification process, ensuring compliance and accuracy in grant distribution.
- Real-time grant tracking tools, enabling better planning and financial oversight.
- AI-powered eligibility assessments, reducing errors and improving grant allocation.
- A dedicated portal for beneficiaries was developed to efficiently track grant applications and approvals.
- Scheduling tools were integrated into the system to ensure timely disbursement and updates.
- Dynamic reporting features, providing insights into fund utilization and program impact.
Impact Delivered by Soluzione’s Microsoft Azure Services
- Streamline beneficiary registration, application workflows, and document handling.
- Automate approval processes and notifications to improve service delivery.
- Ensure secure, role-based access control for various stakeholders.
- Provide a dedicated beneficiary and grant management portal for real-time tracking.
- Improve reporting and compliance tracking for better operational oversight.
"Soluzione IT Services transformed the way we manage beneficiaries and grant applications. Their expertise in nonprofit IT solutions allowed us to automate critical workflows, enhance user engagement, and improve transparency in grant distribution. The implementation of Dynamics 365 CRM has significantly increased our operational efficiency, allowing us to focus on serving our community better."
Hurricane Hunia
Kotuku Systems Representative
180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531
10, Anson Road # 22-02, International Plaza 079903 SGD
Phone : +65-98-357-694
B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone : +91-9669-526-536