Case Study: Horizon Foundation gains flexible client management with Microsoft Dynamics CRM from Professional Advantage

Horizon Foundation streamlines services for 1,700+ clients with Professional Advantage

Horizon Foundation, a Queensland-based not-for-profit disability services provider, faced complex and changing government reporting requirements that its inflexible CRM system, spreadsheets, and paper processes could no longer support. Their challenge was to create an adaptable client contact management system with minimal demand on their sole IT staff member, all within a tight budget. They partnered with Professional Advantage to implement Microsoft Dynamics 365.

Professional Advantage provided a rapid implementation, with a consultant transferring key skills to the IT manager in a short time, enabling him to lead much of the development. The flexible Microsoft Dynamics CRM system allowed for the creation of custom entities to easily capture and report against mandated standards. As a result, the solution was rolled out across the entire organization, becoming an enabler for all activities and providing the flexibility to adapt quickly to policy changes. Professional Advantage's ongoing support helped Horizon streamline processes and plan for further integrations.

Horizon Foundation