CASE STUDY
Anglican Church – Diocese Perth
CRM Upgrade and Systems Support for Improved Efficiency
&
Systems Support
Project 1
CRM Upgrade and Systems Support for Improved Efficiency
The Anglican Diocese of Perth understood that their ageing business application environment required attention. Systems had been in place for some time but required updating in order to support future operations.
Procedures and systems were examined, and goals were established. Working with illuminance Solutions, the Diocese aligned these goals with with wider business activities and systems including resource plans, application architecture plans, technology plans, eBusiness, digitalisation, and web plans, and information management system plans.
We worked with the Diocese to:
- Update their CRM. This transition to updated software enabled the system to be integrated with the website. Functionality was aligned to changing business processes, and extended software warranties were achieved.
- Integrate other aspects of business processes. This including ensuring the updated website integrated with the events portal, payment gateway and CRM, to reduce workload duplication and ensure efficient business processes.
- Provide ongoing support. We provide regular, ongoing face-to-face meetings in order to identify issues with functionalities, provide technical advice, and make necessary changes to business processes or environments when required.
Project 2
Systems Support
Anglican Diocese Support followed the Anglican Diocese CRM project. In their first project, their CRM was updated and integrated with their events portal, payment gateway, and website. Their main challenge had been an aging business application environment, whereby they were previously using a CRM that was set up 5 years prior. The second project was designed to limit the issues they had previously faced, by having ongoing support to reduce the aging of their system.
The support agreement includes fortnightly on-premise meetings where our team at illuminance Solutions speaks with system users to identify what functions are working or not working. The issues that lead to change requests are documented and these changes are made. This means any changes to their business processes or environment flow onto their computer software. This maximises their efficiency at all stages of business growth and functioning.
Notable Outcomes
- Ongoing support;
- On-premise meetings;
- Ongoing changes to software.
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