Case Study:
Solent Mind
Solent Mind is a registered charity providing a wide range of services to support
people with mental health problems across the Southern Region. Wanting to better
connect its workforce, simplify reporting processes and provide an improved service
to clients, the charity turned to m-hance to see how we could help.
Customer Challenges
• Solent Mind has over 200 members of staff and 100 volunteers working across 20+
locations.
• Disparate systems meant that project engagement was invisible to senior managers.
• Reporting was a complex and time-consuming process for staff, with hundreds of man-hours
being used to gather KPIs.
•
Stakeholders were demanding improved visibility.
• Issues with tracking client interactions and information sharing prevented staff from
delivering a consistent service.
•
No fundraising vehicle in place.
Case Study: Solent Mind
“With our CRM system staff can retrieve KPI
data in minutes instead of days, resulting in a
25% increase in staff productivity.”
David Watson, CRM and ICT Manager, Solent Mind.
The Solution
• After consulting with m-hance, Solent Mind implemented Microsoft Dynamics 365 (Microsoft
Dynamics CRM), deciding it was the best system to meet the charity’s needs.
Customer Success
• Complex KPI data can now be retrieved in minutes instead of days.
• Staff productivity has increased by 25%.
• Senior Managers can track real-time data and intervene immediately.
• Local Authorities and NHS bodies have commissioned Solent Mind to track their data.
• New business has been won with the CRM system being cited as the deciding factor.
• Improved information sharing has resulted in a better service for clients.
• Solent Mind has been acknowledged as a forward-thinking organisation.
Future Plans
Solent Mind is consulting with m-hance to see how NfP 365, a tailored not-for-profit
specific solution based on Microsoft Dynamics 365 (Microsoft Dynamics CRM), can help
the charity achieve its ambitious targets by making further improvements; including: • Targeted marketing
• Cross-departmental communication
• Improved community engagement
• Volunteer management
• Financial procedures including Gift Aid integration