The Young New Zealanders Foundation is a charity committed to developing life skills in youth. They used an outdated access database that was expensive to maintain and lacked functionality. They needed a stable, integrated solution to manage donors, fundraising, and communications more effectively. Dynamics CRM provided functionality out of the box to automatically process donations, email receipts to save on postage, monitor fundraising performance, and track supporter engagement. This allowed the foundation to focus more on its mission and have less reliance on a single administrator.

1. Customer Case Study: Young New
Zealanders Foundation
Colin May, YNZF
Steven Foster, Intergen #dynamicsday

2. Our Agenda
Background of YNZF
Before Dynamics CRM
Need for Change
What the Solution looked like
After Dynamics CRM

3. Youth in New Zealand
• Have one of the highest suicide rates in the
western world
• 1 out of 4 are victims of sexual, physical or
emotional abuse
• Have one of the highest rates of teen pregnancy
in the world
• 100,000 young people will appear in courts
before they are 21
• Bulling is rife in schools and on the increase
Too many kids are falling
through the cracks

4. Young New Zealanders Foundation
• Totally committed to LifeSkills development of Kiwi Kids
• Registered Charity, established in 1997, to help fund community
youth education programmes like D.A.R.E.
• Develop and distribute highly effective resources providing
LifeSkills that support, educate and empower Kiwi Kids
LifeSkills that support, educate
and empower Kiwi Kids.

5. LifeSkills that support, educate
and empower Kiwi Kids.
Amazing Me Gemstones
Personal safety & sourcing help Develop healthy decision making
3-7 year olds, parents & caregivers Classroom based for years 6-9
No Excuse for Abuse Travel Log
Awareness & Avoidance of abuse Teenage development issues
0-12 year olds, parents & caregivers Classroom based for years 9-10
Career Passport
Career guidance & skills to enter the
workforce. School leavers

6. Before Dynamics CRM
• Access Database
– Sunset Product
– Expensive Development or changes to Reporting
– Developed and managed by “one-man band”
• Manual Processing of Credit Card Transactions
• Spending $35,000 per year in postage of receipts
• Fundraiser performance not transparent
• “Up Sell” performance difficult to monitor
• Communication with Supporters only via telemarketing
• Needed a package the would integrate with a predictive dialler

7. Need for Change
• Future Proof the technology platform
• Required a stable platform
• Goal was to move towards an “out-of-the-box” solution
– Remove the reliance on a one man band
– Build one sell many vs build one sell one
• Needed stable access for remote users
• Capability to report on fundamental operational drivers

8. Proposed Solution Components
+
+

9. Solution Overview
Agent Dashboard
Live Sales Donation visibility
Dialler Email
Marketing
Track Supporters
interest

10. After Dynamics CRM
• Dynamics CRM Database
– Feature rich and fully functional to help establish “best practice”
– Configuration rather than customisation ensures future proofing at minimal cost
• Integrated Automatic Processing of Credit Card Transactions
• Email receipts save over $34,000 per year
• Fundraiser performance now live for all to see
• “Up Sell” performance had immediate change in caller behaviour
• Communication with Supporters with Email Newsletter to support the
telemarketing
• Track web visit as a results of email and identify Supporters interest

11. Live Support Details

12. Live Email Receipt

13. Live Email Events Details

14. Live Tracking Email to Web Visits

15. A worthy Charity in need
• 100% non-profit Charitable Trust
• We have more demand from schools and the
community for our resources than we can supply
• We receive no government funding or lottery
grants, we rely solely on the generosity of the
pubic (private individuals & SME owners)
“If I were the Minister of Education, for emerging adolescents,
Gemstones would be a compulsory platform in every
intermediate school in the country”
Paul Murphy, Principle of Kedgley Intermediate
Papatoetoe, Auckland

17. Any questions?

18. Do you want to
know more?
Find me in the
Experience Lounge
at the end of this
presentation.

19. Thank you
barry.barryson@intergen.co.nz