1 keith vicens, managing consultant email: [email protected] crm housing solution extending your...

*Keith Vicens, Managing ConsultantEmail: [email protected] Housing SolutionExtending Your Case Management Capabilities

Copyright 2007, Information Strategies, Inc.

IntroductionInformation Strategies (Infostrat)Founded in 1987Most experienced Microsoft Gold Certified Partner in Washington, D.C.Microsoft CRMApplication Development Smart Client Development Active Directory and Identity Management Web Development Database Management Business Intelligence Portals and Enterprise Content Management

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BackgroundMontgomery County Housing Opportunities Commission provides affordable housing and support servicesEnhance the lives of low and moderate income families throughout the countyHOC operates in three rolesPublic Housing AgencyHousing Finance AgencyHousing Developer*


ProblemMontgomery County HOC (MCHOC) identified a need to improve client relationship management and better manage internal operations.Key system requirements include:Flexible workflowsAutomate bulk imports for recertification lettersView tenant, vendor and property information from external systemsEasy receipt configuration to allow recording and printingSingle source of data for all client transactionsAutomatically generate key follow up tasksReduce data entryEnsure data consistency *


Solution At A GlanceInfostrat developed the HOC CRM Housing solutionTracks and manages all activities associated with a clientCentral communication piece between clients, staff and managementCase Management focused on tasks and activitiesKey features include:System IntegrationIntegrates with external system of record for all tenant dataAutomated workflowsCustom workflow to generate workflow steps based on a user-supplied spreadsheet.Supports automated bulk imports for recertification lettersCustom receiptsData AuditingOutlook Integration*


Technologies InvolvedMicrosoft Dynamics CRMSQL Server 2005SQL Server Reporting ServicesVB/C# .NETASP .NETWindows ServicesJavaScriptXml/XsltExcel*


CRM Architecture*


Solution OverviewCustom FeaturesManage TenantsTrack Properties and VendorsSystem IntegrationManage Activities associated with Tenants Automatic Task GenerationBulk Recertification Custom ReceiptsData Audit

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Solution Overview*CRM FeaturesEase of customization/configuration Edit multiple recordsDuplicate detectionAdvanced FindReport WizardExport to ExcelPowerful, flexible workflow engineService Activities/Case ManagementTeams/Role based security


Manage TenantsSort on any columnAdd, remove and reorder columnsExport to ExcelEdit multiple records

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Manage Tenants

Related fields grouped on tabsCustomizable form layout Imported data is read only

Integrate with External Systems

Enhance CRM functionality with custom web appsReal time lookup of data from external systems


Custom Receipts

Track ReceiptsAssociated with Tenants or Vendors


Print Custom Receipts

Printable receipts Provides a paper trail for Customers Support personnel on the intake desk


Data Audit

Track critical data changesUser, Date, Previous and new values


Track Properties and Vendors


Adhoc Queries

Users can define powerful queriesQuery against all entitiesRelated entity attributesSelect specific columnsSpecify sort column and sort order


Export To Excel

Export data to ExcelAdvanced Analysis and data manipulation


Automatic Task Generator

Dynamic Workflow Processes and StepsConfigurable by AdministratorReduce data entryFollow up tasks automatically generated


Bulk Recertification

Import data about recertification lettersVerify tenant dataAutomatically generate follow up tasks


ReportingUsers can build basic reportsNo code neededUpdate in CRM Export to Visual Studio for more advanced reporting


Duplicate DetectionConfigurable detection rulesDetection rules updated every 5 minutesUsers choose whether to accept data


Edit Multiple RecordsReduce data entryUpdate multiple records


Merge RecordsMerge duplicatesSelect fields to keep from each record


Service Activities

Manage resources Schedule activities


Cases

Track problems, questions and issuesConvert activities to Cases Phone calls, e-mails


BenefitsEase of useShort learning curveReduced data entryImproved management of client interactionBetter tracking of internal activities and communicationOutlook IntegrationSystem Integration

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Next StepsIncreased integration with external systemsEmbed apps in CRM IFramesLaunch apps from CRMTrack WaitlistsAutomate additional workflows

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Summary / Closing RemarksExisting, proven system to support public housingWebinar scheduled for Apr 24, 11:00 am ESTView online demo at: http://www.govserver.com/Solutions/Pages/State%20and%20Local%20Governemnt%20Public%20Housing%20Management%20Solution.aspx*


*Questions

*Keith Vicens, Managing ConsultantEmail: [email protected] Housing SolutionExtending Your Case Management Capabilities


Leading Authorities CRM Training*Leading Authorities CRM Training**Information Strategies, Inc.SharePoint End User Training CourseInformation Strategies, Inc.Leading Authorities CRM TrainingExisting, proven Housing solution

Microsoft easily integrates with other Microsoft products and Outlook;Easier training because it looks like Microsoft products

Infostrat has a proven history for 22 years of delivering quality solutions.Many Microsoft awards, numerous CRM projects, CRM certificationsLeading Authorities CRM TrainingInformation Strategies, Inc.*Information Strategies, Inc.Leading Authorities CRM TrainingExisting, proven Housing solution


Infostrat has a proven history for 22 years of delivering quality solutions.Many Microsoft awards, numerous CRM projects, CRM certificationsLeading Authorities CRM TrainingInformation Strategies, Inc.*Information Strategies, Inc.Leading Authorities CRM TrainingExisting, proven Housing solution


Infostrat has a proven history for 22 years of delivering quality solutions.Many Microsoft awards, numerous CRM projects, CRM certificationsLeading Authorities CRM TrainingInformation Strategies, Inc.*Information Strategies, Inc.Leading Authorities CRM Training*Leading Authorities CRM TrainingInformation Strategies, Inc.*Information Strategies, Inc.Leading Authorities CRM Training*Leading Authorities CRM Training**Information Strategies, Inc.SharePoint End User Training CourseInformation Strategies, Inc.