One financial platform. Across every location.

01 / Customer experience

Situation

Interrelate, a not-for-profit committed to strengthening bonds within families dedicated to nurturing relationships, especially between parents and children. Blending the professionalism of a corporate entity with the compassion of a not-for-profit, Interrelate spans over 30 physical locations and an online presence, touching the lives of more than 110,000 clients with over 90 years of trusted expertise. Beyond the numbers, Interrelate is a lifeline, connecting people to their communities and culture. Their programs empower families to navigate life's challenges, fostering resilience and strength from primary school to adulthood.

In the midst of their impactful work, Interrelate faced the challenge of an on-premise system, grappling with the complexities of multi-location management. Determined to enhance their reach and streamline operations, they embraced a transformative shift to a cloud-based solution.

02 / Customer experience

The challenge

Interrelate was operating on an on-premise infrastructure, posing challenges such as limited scalability, higher maintenance costs, and potential risks associated with hardware failures. The organization recognized the need to transition to a cloud-based solution for improved flexibility, scalability, and cost-effectiveness.

Interrelate’s multi-location departments presented a challenge in terms of coordination and communication. The decentralized nature of the organization made it difficult to streamline processes and ensure consistent collaboration across different locations. The company needed a solution that could effectively manage and integrate operations across various departments and locations simultaneously.

Interrelate encountered a notable challenge as the CRM system lacked integration within the NAVVision framework. The absence of integration created hurdles, impacting smooth operations and prompting a need for resolution. The organization was grappling with this challenge, exploring solutions to integrate CRM seamlessly within the existing NAVVision setup to enhance overall operational efficiency.

03 / Customer experience

The solution

In the pursuit of overcoming multifaceted challenges, Interrelate strategically embraced Microsoft Dynamics 365 Business Central (D365 BC) as the key to transformative success. This comprehensive solution played a pivotal role in orchestrating a seamless shift from legacy on-premise systems to the cloud. D365 BC emerged as the unifying force, bridging the gap between outdated applications and modern cloud infrastructure, ensuring a smooth transition. Its strategic capabilities came to the fore in effectively managing diverse departments across multiple locations during the complex migration, fostering operational synergy. Moreover, D365 BC seamlessly integrated with a CRM solution, providing Interrelate with an enhanced tool for relationship management. The adoption of D365 BC not only addressed challenges but catalyzed a new era of efficiency, agility, and connectivity for Interrelate.

• Cloud Infrastructure Migration — Successfully transitioned from on-premise systems to Microsoft cloud infrastructure, providing Interrelate with enhanced flexibility, reduced maintenance costs, and improved system reliability.
• CRM Integration — Implemented seamless CRM integration within Dynamics 365 Business Central, eliminating data silos and enabling unified customer relationship management across all departments and locations.
• Multi-Location Management — Deployed an enterprise-grade solution enabling effective coordination and management of operations across 30+ physical locations and online presence, fostering unified collaboration and process consistency.

04 / Customer experience

Key outcomes

• Financial Visibility - Enhanced financial processes, reduced manual efforts, and expedited financial close operations with improved forecasting capabilities and real-time access to performance metrics.
• Streamlined Operations - Dismantled data silos, fostered seamless information flow across departments, and streamlined collaborative efforts enabling improved productivity and agility.
• Improved Decision-Making - Empowered decision-making processes with real-time insights across financial management and customer relationship management with timely and accurate data.
• Customer Satisfaction - Brand unification and seamless customer interactions translated into higher satisfaction and increased loyalty through consolidated brands and unified experience.

05 / Customer experience

Overall business impact

The adoption of Dynamics 365 Business Central delivered measurable business growth, enhancing operational efficiency, financial visibility, and customer satisfaction. Interrelate is now well-positioned to expand its mission-driven reach while maintaining focus on supporting families and strengthening community bonds. The cloud-powered transformation catalyzed a new era of agility, innovation, and connectivity aligned with their core mission.