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Exigo Tech Enhances Customer Engagement by 15-25% for St. Agnes Catholic Parish with Dynamics Sales and Customer Service
A phased Microsoft Dynamics 365 rollout that unified finance and customer engagement for aged care services.
Project Overview
St. Agnes Catholic Parish needed a single technology platform to support its many business functions, a stronger infrastructure to meet future technology needs, and a way to automate manual tasks across the organisation.
Exigo Tech was chosen as technology partner to evaluate the existing environment and recommend a future roadmap. Having already adopted Office 365, St. Agnes was well placed to move to Microsoft Dynamics 365 to meet its exact requirements.
The solution was deployed in phases: the first implementing Dynamics 365 Business Central to streamline finance, accounting, budgeting and forecasting with bank integration and automation; the second deploying Dynamics 365 Sales and Customer Service to support marketing, customer engagement, and managing enquiries from the elderly about services and packages.
The Challenge
St. Agnes Catholic Parish needed a single, future-ready platform to replace manual, disconnected processes.
Fragmented Technology Platform
Multiple business functions lacked a single, unified technology platform.
Limited Future-Readiness
Existing infrastructure needed strengthening to support future technology needs.
Manual Processes
Many tasks were still handled manually, limiting efficiency.
Our Solution
Exigo Tech designed a phased Microsoft Dynamics 365 roadmap tailored to St. Agnes Catholic Parish's requirements.
Dynamics 365 Business Central
Implemented to streamline finance, accounting, budgeting and forecasting with bank integration.
Process Automation
Automated several finance activities previously handled manually.
Dynamics 365 Sales & Customer Service
Deployed to support marketing, customer engagement, and enquiry management.
Phased Cloud Rollout
Delivered the solution in stages to address exact organisational needs with minimal disruption.
