How xRM Saved Tennessee $1,400,000 And 18 months

A presentation by
Project Manager for Tennessee‟s
Computer-Aided Regulatory Systems (C.A.R.S.)
for Charity Regulation.
© 2008 Ralph R. Zerbonia and Universe Central Corporation. The words and logo representing: C.A.R.S. ; Charity C.A.R.S.; and “the answer is Yes” are copyrights and trademarks
and salesmarks of Ralph R. Zerbonia and Universe Central Corporation, all rights reserved worldwide. Microsoft owns all their stuff too. Don’t lie, cheat or steal, it’s bad for you.

© 2008 Ralph R. Zerbonia and Universe Central Corporation. The words and logo representing:
C.A.R.S. ; Charity C.A.R.S.; and “the answer is Yes” are copyrights and trademarks and
salesmarks of Ralph R. Zerbonia and Universe Central Corporation, all rights reserved
worldwide. Microsoft owns all their stuff too. Don’t lie, cheat or steal, it’s bad for you.

In Tennessee,
– Charitable Organizations,
– Professional Solicitors,
– Fund Raising Counsel
– and the individuals involved with them,
are regulated by the
Department
of State’s:
Division of Charitable Solicitations
and Gaming

Charitable
Organizations
Vendors
People
Process
Filings
RenewalRegistration
Surety
Bonds
Hearings
&
Penalties Other
Events &
Filings
…around these
regulated entities.
Solicitation
Campaigns
ContractsGaming
Applications
Fees
Financial
Reports
Amendments
The Division of Charitable Solicitations
and Gaming manages and tracks
information and processes . . .

Ohio Tennessee
• Access DB and paper
• Upwards of 22,000
organizations to track
and manage
• 1800+ Bingo license
applications annually
• Access DB and paper
• Upwards of 13,000
organizations to track
and manage
• 115 Gaming
Applications annually

Ohio Tennessee
• Used to track and
manage registering and
renewing charitable
organizations and related
special vendors,
employees, related
individuals, a variety of
filings and all investigation
processes
• Used to license charitable
gaming, i.e. bingo
• Used to track and
manage registering and
renewing charitable
organizations and related
special vendors,
employees, related
individuals , a variety of
filings and all investigation
processes
• Used to register & track
charitable gaming events

Ohio Tennessee
• Essentially a registration
and renewal engine for
all regulated charities in
the state. Has separate
modules for gaming,
vendors and
investigations.
• Internal System plus
web-side registration
and renewal filings.
• A full featured,
integrated system to
register and renew,
track, manage,
investigate and process
the entire field of
charity regulation in the
state.
• Internal System plus
web-side registration
and renewal filings.

Ohio Tennessee
• Built from scratch using
Microsoft .NET
technologies and
Oracle DB
• Web-like Interface
• Built customizing
and configuring
Microsoft xRM
platform.
• Web Interface

Ohio Tennessee
• Construction to
installation/completion
time = 2+ Years
• Built from scratch into
multiple stand-alone
modules
• Total Cost to deliver:
$2,000,000.
• Construction to
installation/completion
time = 6 months
• Over 2,500
customization &
modifications for a fully
integrated system.
• Total Cost to deliver:
$600,000.

Ohio Starting 2005 Tennessee Starting 2008
Time = 2+ Years 6 months
Total Cost to deliver:
$2,000,000. $600,000.

Ohio Tennessee
• Time = 2+ Years
• Built from scratch into multiple stand-
alone modules
• Total Cost to deliver: $2,000,000.
• Time = 6 months
• Over 2,500 customization &
modifications for a fully integrated
system.
• Total Cost to deliver: $600,000.

“Microsoft Dynamics CRM as a Platform
Take the “C” out of “CRM” and you„re left with Microsoft
Dynamics Relationship Management—and that„s the right
way to think about this product. Microsoft Dynamics CRM is
not just about sales and marketing. It‘s a platform for
developing line of business applications—applications that
manage and track information and processes around real-
world objects. The object could be a customer, but it could
also be a grant, building, or a potential candidate for hire. The
key question is: “do I need to track the information and
activities related to this entity?” If the answer is “yes,” Microsoft
CRM deserves some serious consideration.”
from a 2008 article by Jason Hunt and Aaron Elder

Ralph@UniverseCentral.com
http://www.universecentral.com
http://www.linkedin.com/in/ralphzerbonia

How xRM Saved Tennessee $1,400,000 And 18 months

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How xRM Saved Tennessee $1,400,000 And 18 months

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