Solent Mind | Dynamics 365 for Nonprofits

Customer Challenges

• Solent Mind has over 200 members of staff and 100 volunteers working across 20+ locations.
• Disparate systems meant that project engagement was invisible to senior managers.
• Reporting was a complex and time-consuming process for staff, with hundreds of man-hours being used to gather KPIs.
• Stakeholders were demanding improved visibility.
• Issues with tracking client interactions and information sharing prevented staff from delivering a consistent service.
• No fundraising vehicle in place.

The Solution

• After consulting with mhance, Solent Mind chose to implement Microsoft Dynamics 365 for Nonprofits, deciding it was the best system to meet the charity’s needs.

Customer Success

• Complex KPI data can now be retrieved in minutes instead of days.
• Staff productivity has increased by 25%.
• Senior Managers can track real-time data and intervene immediately.
• Local Authorities and NHS bodies have commissioned Solent Mind to track their data.
• New business has been won with the CRM system being cited as the deciding factor.
• Improved information sharing has resulted in a better service for clients.
• Solent Mind has been acknowledged as a forward-thinking organisation.

Future Plans

Solent Mind is consulting with mhance to see how Dynamics 365 for Nonprofits, a tailored not-for-profit specific solution based on Microsoft Dynamics 365, can help the charity achieve its ambitious targets by making further improvements; including:

• Targeted marketing.
• Cross-departmental communication.
• Improved community engagement.
• Volunteer management.
• Financial procedures including Gift Aid integration.