8/14/2019 Infinity Helps AHRC Get Closer to Constituents

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What the ClientIs Saying:

Ater evaluating potential CRM

partners, it was clear that InfnityIno Systems was the right matchor us. Not only did they provideall the technical know-how, butthey gained a deep understandingo our processes and specialneeds. Since were not a typicalsales-driven organization, somecustomization was required toadapt Microsot Dynamics CRM orour particular purposes. Thanksto Infnity, our data has beenintegrated and consolidated

in one convenient and easilyaccessible place. Were now ableto communicate with our variousconstituencies ar better than everbeore.

Shirley Berenstein,Director of Program Development andPublic InformationAHRC

InfInIty Info SyStemS 525 Seventh Avenue SuIte 1200 new york, ny 10018 tel: (800)354.4228 www.InfInItyInfo.Co

CUSTOMER SUCCESS STORY: AHRC

Innity Helps AHRC Get Closer to Constituents

Building a Better World for People with DisabilitiesAHRC New York City is a amily-governed organization dedicated to enhancing the lives o individuals wiintellectual and developmental disabilities. The organization was created in 1949 when the mother o aindividual with a developmental disability placed an ad in the New York Post looking or other amilito create a play group or her son. At rst a ew amilies banded together to help their children witspecial needs access schooling and other services. Today, with a membership comprised o thousando individuals, AHRC provides an array o services to people with developmental disabilities and theamilies. The services include: medical care, residential and educational services, adult day program

including employment, recreation and camping opportunities, respite programs, counseling, amisupport programs and clinical services. The organization is one o the largest consumer-based non-proventures in all o New York City.

The ChallengeFinding Better Ways to CommunicateAs a membership organization that provides extensive services, AHRC iscontinuously ocused on developing ever-more ecient and eective ways tocommunicate not only with AHRC members, but also with groups and organizationsthat support AHRCs mission legislators, amilies and guardians, reerral sources,governmental agencies, vendors, health care proessionals, universities, localeducation departments, and other community resources. But over the years, theorganization ound that the amount o inormation it had to store, manage andaccess had grown exponentially.

The problem was exacerbated by the act that this inormation was spreadthroughout a variety o systems, or not systematized at all. These included AHRCsCMHC database o individuals served, its EV3 human resources and payroll system,innumerable Excel spreadsheets, and Raisers Edgea commercial undraisingsystem that housed inormation on AHRCs members and donors. This complexitymade it increasingly dicult or the organization to appropriately market itsel andstay in close contact with its various constituencies.

Realizing that the time had come to consolidate the expanding volume o criticalinormation, AHRC conducted a search to nd the right partner to help it implementa Customer Relationship Management (CRM) solution. Ater due diligence, the teamat AHRC concluded that Innity Ino Systems had the best blend o experience,technical acumen, and a willingness to thoroughly understand the organizationsunique processes and special CRM needs

8/14/2019 Infinity Helps AHRC Get Closer to Constituents

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ResultsBetter Communication With ConstituentsSince implementing Innity Ino Systems customizedMSCRM solution, AHRC has seen a signicant improvemenin conducting its operations and marketing its services.

Benets include:

Consolidation o all data into a singlerepository, as well as the ability to shareinormation throughout a huge organizationwith more than 2,000 employees serving over13,000 individuals annually

Puried data that has been cleansed oinconsistencies and redundancies

Signicant increase in the ability to identiyand contact amilies and individuals who canbenet rom AHRCs services

Dramatic improvement in communicating withAHRCs wide variety o constituents in a timelyashion

For more inormation on Infnitys solutions, please call orvisit us online.

SolutionMigration and IntegrationInnity Ino Systems examined AHRCs needs and developeda keen understanding o the many processes and challengesthat were unique to the organization. Because AHRC has

always been a Microsot shopand because Innity is a gold-certied Microsot partner with 20 plus years o experienceworking with Microsot applicationsthe logical CRM choicewas Microsot Dynamics CRM (MSCRM).

Given the sheer volume and complexity o AHRCs inormationsources, the consolidation, standardization and cleansing odata was a massive undertaking. Innity engaged in a one-time data migration that ultimately combined more than13,000 contacts in a single Excel spreadsheet that contained174 columns o inormation. During the migration process,Innity created custom entities to house all the data andprovide the proper access security, ultimately providing asingle system with a common view o all data that exposedinconsistencies and cleansed the inormation or a variety oother uses that now are available to AHRC.

Ongoing integration eorts with AHRCs CMHC, EV3 andRaisers Edge systems, have made it much easier to bringin company and contact inormation, and have provided anewound clarity to the complex relationships that deneAHRCs constituents. An elaborate method o matchingboth automated and manualnow ensures that a persononly appears as a single contact in the database, signicantlysimpliying AHRCs ongoing communications and marketing

eorts.

The results have been gratiying. The organization is ndingthat its much easier to get inormation out to the right peoplein a timely ashion regarding any variety o subjects. Thisincludes the constantly changing legislation that has such ahuge infuence on AHRCs mission. In addition it is much easierto provide individuals served, and their amilies, inormationon available services, new research, new programs, events,educational opportunities, amily support, job opportunities,and healthcare initiatives. Inormation that makes their liveseasier and more ullling.

Given these successes, AHRC is working closely with InnityIno Systems to enter the next phase in its CRM integrationeorts. Among other considerations, the organization hopesto extend CRM unctionality to its Employment and BusinessServices department, whose mission is to nd jobs or AHRCsindividuals served who are capable o joining the workorce.

www.InfInItyInfo.Com 525 Seventh Avenue SuIte 1200 new york, ny 10018 tel: 800.354.4228