Focused education resource are K-12 experts’ non-profit organization particularly driven by its memberss. Their primary goal is to optimize the K-12 education system with suitable resource suites capable of contributing to every educational aspect. They majorly serve British Columbia, the Yukon, and the Northwest Territories of Canada. .
The Challenge
Being into the education industry, Focused Education Resource extensively used excel files and were looking to shift from their existing Excel-based solution to Dynamics 365 Sales. They wanted to better manage the schools to whom they were providing services, the services that they were provided, and the various vendors who were also providing their own services through Focused Education Resource to the schools. They also wanted to be able to export the data from sales and import the data into QuickBooks once a year.
The Solution
After evaluating their existing Excel-based system we suggested implementing Dynamics 365 for Sales. We created tables for schools, dioceses, districts, and groups and created a table for managing the number of students in these schools, which depended on whether they were independent schools or a part of a district, diocese, or group. Then we began incorporating the calculations that was required to ensure the schools, districts, dioceses, and groups got the quotes according to the services they selected as per the number of students they had.
Vastasys also modified their marketing lists so that end users could send bulk emails to the schools informing them of new services, changes in existing services, or events. We provided Excel files that served as a template to move the data between Sales and QuickBooks and allowed users to import data from government sources. Because this data transfer exercise had to be done only once every year, we went with Excel data import to keep the costs down.
Impact
After implementing Microsoft Dynamics 365 Sales, Focused Research saw a remarkable improvement in their outreach processes. They successfully built a unified platform to access and manage all the information about their partner institutions. This helped them to reduce the turnaround time and deliver a better service.
