Project Overview
A large City Council based in Victoria was seeking advice on how to better manage, centralise and control their list of 17,000+ contact records. The database included industry contacts, associations, local sporting clubs and businesses. These contacts resided in multiple Excel spreadsheets.
The Challenge
- The Council had numerous versions of this spreadsheet
- These spreadsheets were used and saved across multiple divisions within the council
- The result was duplicated spreadsheets and older versions being updated.
- There was no transparency of records being updated
- There was no tracking of correspondence against each business or contact.
- The spreadsheet housed all critical contact information for all their constituents and stakeholders and was an integral component to their operations
- There was issues with data not being current, updated or incorrect.
- They knew they needed to replace the spreadsheet, however, were unsure of the most suitable and cost-effective solution.
The Solution
- The original CRM request was unsuitable due to complexity and cost per user.
- After taking time to understand the data, process and the spreadsheets – Vinergy recommended the Microsoft Power Platform, more specifically a PowerApp.
- Vinergy developed a PowerApp with relevant fields and headings and imported the data into a cloud based, transparent and collaborative PowerApp
- The PowerApp also included the council’s branding.
- The solution proved to be very cost effective and implemented in a short time frame.
- The spreadsheets are now redundant and there is one source of truth to create, view and edit the council’s stakeholder information.
