Business applications powered by the Microsoft Cloud

Hitachi Solutions
Joseph Rowntree Foundation Case study

Customer Relationship Management solution (CRM) to help a charity coordinate and manage contact with key stakeholders

Joseph Rowntree Foundation Casestudy

The Joseph Rowntree Foundation (JRF) is an endowed foundation that funds a large, UK-wide research and development programme to understand the root causes of social problems, identify ways of overcoming them, and show how social needs can be met in practice.

Download full case study

Overview
“Hitachi Solutions was awarded the contract based on the professionalism of their presentation. They clearly understood our brief and had prepared an impressive matrix detailing where Dynamics would fit and appropriate solutions where it wouldn’t. The consultants delivering the presentation were also going to be the consultants who would be responsible for the implementation and they seemed very approachable and gave us every con dence they could deliver.”
Julia Lewis, Communications Director, JRF

Business Challenge

JRF had identified a need to have a more systematic way of managing information on its stakeholder contacts and had decided to implement a Customer Relationship Management System (CRM). Prior to the implementation JRF’s contact data (over 29,000 records) was stored in numerous fragmented sources – records were stored in a project administration application, 5000 records in Outlook, a significant number of records in its Event Team’s Access database, as well as further contacts in Excel and a number of other disparate data stores.

Not only was contact information often duplicated, but the content was inconsistent and the Foundation was struggling with process and ownership issues.

Download to read this Case Study in full.

Overcoming the following challenges

  • Contact data fragmented – no clear picture of interaction with contacts and difficult to find contact details
  • Inconsistency of contact data – many records incomplete and inaccurate
  • Classification fields inconsistent - retrieving records by specific search criteria very difficult
  • No defined or standardised process for managing contacts
  • Records of correspondence, communication and meetings with contacts fragmented and hard to cross reference

Client testimonial
“Hitachi Solutions was awarded the contract based on the professionalism of their presentation. They clearly understood our brief and had prepared an impressive matrix detailing where Microsoft Dynamics would fit and appropriate solutions where it wouldn’t. The consultants delivering the presentation were also going to be the consultants who would be responsible for the implementation and they seemed very approachable and gave us every confidence they could deliver”
Linda Meadows, JRF

Call Us:
+44 (0) 203 198 5136
Email Us:
uk.marketing@hitachi-solutions.com

Case Studies

Providing accelerated return on investment to our customers

Pandora
Case Study

Pandora

Hitachi Solutions helps jeweller spread the sparkle and streamline global operations

Interserve
Case Study

Interserve

Interserve reduces total cost of ownership with Microsoft Dynamics

Indiana Farm
Case Study

Indiana Farm

Leading insurance provider strengthens agent engagement, marketing outreach with Microsoft Dynamics

Argent
Case Study

Argent

King’s Cross developer saves time and improves visibility across its multi-million pound projects