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Challenge: The client, a national union with tens of thousands of members, was using an outdated system that made it difficult to track membership dues, handle grievances, and manage union elections efficiently. They needed a more robust, automated solution that would centralize union operations and improve data accuracy. Solution:
We developed a comprehensive Dynamics 365 solution to automate the union’s operations, making it easier to manage membership dues, grievances, and elections. The system provided real-time reporting and compliance tools to ensure transparency and accountability. Process:
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Discovery & Planning: Conducted in-depth workshops with union leaders to understand specific challenges related to membership, dues collection, grievance processes, and elections.
Customization of Dynamics 365: Customized Dynamics 365 to automate dues collection, grievance tracking, and election management, ensuring the system catered to the union’s workflows
Integration: Integrated the solution with financial systems and external compliance platforms, allowing the union to handle legal and financial obligations in real time.
Deployment & Support: After successful testing, we deployed the system across all regional offices, providing training and ongoing support to ensure staff could fully leverage the platform.
The Dynamics 365 solution streamlined dues collection and grievance management, reducing processing time by 50%. The election management module improved transparency and accountability, with real-time reporting on election results and member participation.
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