“We selected RSM McGladrey because they came prepared and did their homework. They had knowledgeable people at the meetings that could answer the questions.”

“Other membership management software was a choice among the competition but those solutions were delivered in modules and modifications were costly. It didn’t offer me the same control as Microsoft Dynamics™ CRM. I could make the changes myself and not have to rely on third-party products.”

Rita Reynolds, IT Director at County Commissioners Association of Pennsylvania

Background

County Commissioners Association of Pennsylvania (CCAP) has been serving all 67 counties of Pennsylvania since 1886. Acting as a strong, unified voice, CCAP acts as an advocate and provides leadership on those issues that will enhance and strengthen the ability of County Commissioners to better serve their citizens and govern more effectively and efficiently. 

CCAP’s staff of 68 employees had stored all of its membership data in 30 different databases, then in 2003 consolidated them to 11 Access databases in a proprietary system they developed internally. Working with these nonintegrated databases had continued to cause some problems with their efficiency as each department and program had to maintain their own information and some counties could exist in as many as 14 databases.

 

Project

Situation

• Silos of data in non-integrated systems
• Each department maintaining their own data with as many as 14 different records for one contact
• Mail would get returned because of bad addresses
• No centralized system

Solution

• Implement a 68 user Microsoft Dynamics™ CRM Business Solution
• Share information among the departments and create a centralized, integrated system

Outcomes

• Create a centralized database (from 30 Access databases to 11 to Microsoft Dynamics™ CRM)
• Improved consistency of data entry
• Implemented new standards throughout all of CCAP affiliates
• Improved county visibility beyond address and demographics
• $20K savings thru internal staff resources and mail efficiencies using centralized system

Download

Back to All Success Stories