Our work / Public sector
Dynamics CRM Enhancements for Indigenous Business Australia
CRM workflows and reporting aligned with IBA’s changing operational needs.
- The people
- IBA staff working with CRM data and reporting
- The focus
- CRM workflows and reporting aligned with IBA’s changing operational needs.
- The account
- Teratek’s account of the engagement. Outcomes are described qualitatively.
Workplace photographyThe people and the challenge
IBA’s staff relied on their on-premises Dynamics CRM for day-to-day processes, reporting and compliance. Older configuration and data-quality problems meant the system was no longer keeping pace with changing business needs.
Improving the foundations
Teratek reviewed targeted business processes, changed CRM configuration and developed modules and reports. The work addressed navigation, workflows, information capture and financial-management processes alongside ongoing application support.
What changed
The CRM was better aligned with IBA’s operational needs. Improvements to information capture and reporting supported more reliable day-to-day work and decision-making.
Why it matters
Reliable systems help staff focus on the work behind the records. This account describes improvements to the platform and working processes; the previous 12-month comparison did not establish a numerical measure of impact, so it is not presented as one here.
Project account by Teratek. For scope and applicability to your organisation, please talk with our team.
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