Assisted a State association with over 3,000 business members to implement a Customer Relationship Management  solution.  The Microsoft CRM suite allowed the association to provide better service to each member while saving over $30,000 in annual mailing costs.  Contacts with each member, from bulletins and newsletters to specific legislative updates and “requests for action,” can be tracked and processed automatically for the staff of 7.  In addition, each “inward” request can be tracked and follow-up for a specific member can be handled by any member of the staff providing better follow through and member services.  Association leaders who spend a great deal of time out of the office now have up to date information on their laptops and immediate contact/schedule/e-mail access via Microsoft CRM Mobile on their cell phones.

Designed and developed a web presence that consolidated two foundation organizations into one on-line community.  The revised design incorporated the foundation staff’s desire to represent the international leadership mission of the foundation.  The functionality allowed members and candidates from throughout the world the opportunity to participate in the many programs offered by the foundation.  Business applications included on-line newsletters, multiple member program applications, interactive functionality for program participants, community content for personal enrichment and professional development, event coordination, and various bulletin/on-line community databases and communication functions.  The new site offers staff members and foundation advisors based throughout the world the ability to access each other, conduct foundation business, and support foundation participants in an easy to use, easy to access on-line solution.

Assisted a local county organization to develop the plan to allow them to convert from a Novell infrastructure with GroupWise messaging to a Microsoft Active Directory/Exchange infrastructure and messaging solution as a part of an overall upgrade of their network infrastructure.  Our infrastructure architects worked with the client’s IT management and engineers to develop a plan that allowed for minimal disruption of service to the organizations users who relied on the system 7X24 for information.  The plan took into account authentication, support, e-mail  both on site and through remote access, mobile devices, conversion plans, and training for the IT staff.  The calendaring functions from mobile devices were used to schedule resources and assets that were based in multiple locations throughout the county.  The plan for the solution allowed the client to provide a better level of support to their users, and provide a platform that gave the county more options for applications that would improve their efficiency in supporting the citizens.

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