Case Study: Holly Ridge Center streamlines nonprofit service management with Congruent Info-Tech’s Microsoft Dynamics CRM implementation

Holly Ridge Center centralizes 50 years of disability services data with Congruent Info-Tech

Holly Ridge Center, a non-profit agency supporting people with disabilities, faced the challenge of managing its business data across disparate documents and papers. They required an enterprise-level, scalable application to manage their clients and the various programs they execute. Congruent Info-Tech implemented Microsoft Dynamics CRM to centralize this data and streamline their business processes.

Congruent Info-Tech developed a customized Dynamics CRM solution, utilizing SDK development, custom plug-ins, and scripting with JSON Rest endpoints and JQuery to automate the tracking of client services and goals. The results included a complete centralized system for all data and processes, enhanced business operations, and custom reports for easy visualization of statistical information. The solution provided by Congruent Info-Tech integrated with productivity tools like Microsoft Office and SQL Server Reporting Services.

Holly Ridge Center