Power Apps Portal Solution for a US based Non-Profit Organization

Power Apps is a low-code platform, enabling anyone with minimal coding experience to create custom business applications. Learn how it helped NGO workers to save cost ans time.

Overview

The organization is a social research organization dedicated to helping people build better communities since 1980. They help communities to measure and improve their quality of life and organizations to measure and improve the impact of their services.

Business Pain Points

  • The organization did not have an application which could provide the required information to their Internal Users and External Stakeholders such as Agencies whom they were working with
  • Lack of a system to capture the complete Family information along with their Children to get a comprehensive view of the Beneficiaries
  • Inability to monitor their complete list of Agencies and their Activities
  • Absence of process to enforce the Agency and Family Onboarding processes

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With 20+ years of industry experience in ERP and CRM, DAX is proficient in crafting tailored solutions to meet the needs of businesses.

Solution

  • The customer implemented Dynamics 365 CE Application to provide a complete view of the Families, Family Members and Agencies
  • PowerApps Portals was implemented to onboard external stakeholders Agencies for them to Register and access the required information
  • Required processes were configured in the Portal and the CRM Application to for Agencies and Beneficiaries (Families and Family Members) onboarding
  • Modules Covered:
    • Power BI
    • Power Automate
    • Power Pages

Benefits

  • The Organization could see the complete list of Beneficiaries and Agencies that they were working with which helped them manage their relationships more effectively Providing access to the agencies using Portal resulted in substantial reduction in Onboarding time for their external stakeholders as well time savings for the organizational Users.
  • Centralized database for Beneficiaries and Agencies helped improve the effectiveness and efficiency of all stakeholders.

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