Client Spotlight: E4E Relief Meets COVID-19 Challenges Head on

These days, most of what we see and hear on an hourly basis is bad news. Well, we’d like to change that, even if only for a few minutes. Hopefully, this uplifting story of a nonprofit called E4E Relief – a PowerObjects client – and the work they are doing for their clients during this global crisis can be a bright spot in your day. We know it’s an inspiration for us at PowerObjects, and we’re truly honored to be helping E4E Relief support their clients and employees around the globe, now more than ever…

We’ve all heard the phrase “living paycheck to paycheck,” but do we stop to think about what it really means? Many households earn just enough money in their paychecks to carry them through until they get their next paycheck – a week, two weeks, or a month later. For these families, the stress is compacted when there is any unexpected expense resulting from a disaster or hardship that is often out of their control. Nevertheless, it’s the reality for many of us, especially right now as we navigate life in this pandemic.

But what do those of us living paycheck to paycheck actually do when a real disaster strikes? Let’s set aside the emergency tows and occasional broken bones and instead consider truly dire emergencies. For example, what about the cost of an emergency two-night stay in a hotel following a domestic abuse incident? Or all of the expenses related to tornado damage that aren’t covered by insurance? Well, it’s for crises like these – and many more – that programs like Employee Relief Funds exist.

Also known as an Employee Assistance Fund or Employee Crisis Fund, an Employee Relief Fund is a program offered by many employers to help their employees cope with unexpected hardships or disasters that place undue financial stress on them and their families. This type of program empowers compassionate businesses to support their workforces financially – above and beyond those weekly paychecks – during individual crises big and small.

Quite often, Employee Relief Funds are operated by a third-party partner that manages the business’s ongoing contributions to the fund and creates the operating mechanisms to run the programs. These partners are  responsible for reviewing the applications for relief that are submitted by a company’s employees and then making the difficult case-by-case grant determinations. Outsourcing this to a trusted partner ensures employee confidentiality and protects the company and its employees from any potential bias, favoritism, or conflict of interest in the decision-making process. Employee Relief Fund providers operate as non-profits because the grants from their programs are governed by the Internal Revenue Code as charitable and a well-defined set of guidelines that these groups are set up to manage.

One of the very best of these non-profit third-party partners in the Employee Relief Fund space is E4E Relief. Based in Charlotte, North Carolina, E4E Relief has a diverse client base, including many Fortune 100 and 500 businesses, and manages millions in grants for these clients. PowerObjects has been the proud technology partner of E4E Relief for nearly two years. We implemented our custom PortalBuilder solution that sits on top of Dynamics 365 that allows E4E to quickly and easily spin up a new branded employee relief program portal. “Quite literally, our investment in D365 through PowerObjects has transformed our business and our ability to provide relief to thousands of people in crisis,” states Holly Welch Stubbing, CEO of E4E Relief. “The technology has enabled our Business Continuity Plan to operate in this environment and the automation of our reporting for customers is simply the best on the market.” It’s an innovative solution that we at PowerObjects are very proud of – in the case of E4E Relief and its applicants, it provides an excellent applicant experience and creates efficiency for a non-profit firm doing really important work.

And speaking of really important work… consider the unexpected hardships associated with a global pandemic that is impacting millions of people who become critically ill and putting millions out of work. COVID-19 is indeed the source of financial hardships on an unprecedented global level, meaning that Employee Relief Fund programs are beginning to see hundreds of thousands of applications for assistance. By mid-March, in fact, daily applications received by the companies with whom E4E Relief works increased by as much as 11,000% – practically overnight.

One of the promises E4E Relief makes to its clients is “we will scale to meet our clients’ and their employees' needs in times of personal and large-scale crises.” COVID-19 certainly qualifies as a large-scale crisis, so it is critically important that E4E Relief find a way to quickly scale to meet this staggering increase in applications for relief.

Fortunately, the PowerObjects team supporting the innovative portal technology has a tremendous working relationship with the E4E Relief team. The two teams treat each other like family, in fact, so when COVID-19 emerged as a global crisis of the magnitude that has the potential to simply overrun and overwhelm technology infrastructures (see your state’s unemployment office, for example), PowerObjects’ entire E4E Relief team dropped everything and immediately jumped in to help. “Thank goodness we had a lot of experience navigating solution delivery with Power Objects because the closely connected relationship has made it possible for us to get a lot of work done in a very short amount of time to provide needed relief,” says Linda Terrell, Vice President & Director, IT and Operations. “I’m really grateful.”

From developers and solution architects to senior members of leadership, it was all hands on deck to bolster the behind-the-scenes technology that runs these portals.

The collective team worked long hours in the final weeks of March – coding well into the nights and over the weekends to quickly beef up E4E Relief’s technology infrastructure to ensure they can continue handling a volume of requests that is crippling other providers in the channel. Times of crisis can truly bring out the best in all of – as individuals, as businesses, and as partnerships, we pull together to pull through.

As Oscar Sadder, Deputy General Manager at PowerObjects and the leader of the team that designed and built the transformational PortalBuilder, said: “E4E Relief allows businesses to have and maintain corporate responsibility during this tumultuous crisis, so to be on the front lines with them, ensuring that they have and maintain the portals and technology infrastructure to keep hundreds of Employee Relief Funds operational is truly gratifying. I’m honored and humbled to be working so closely with a company that is literally making life-and-death differences in the lives of hundreds of thousands of people during this deadly pandemic.”

And speaking of literally making life-and-death differences, click here for a recent article about the new Brave of Heart Fund, a $100M fund E4E Relief is administering to support the families of healthcare workers who lose their lives to COVID-19. It is an incredible effort by many to respond generously on behalf of the frontline heroes in this pandemic.

Well, that’s our story. You know the truth is, if you wade through and past all the bad news, there are so many heartwarming stories out there right now. Hopefully, you found this to be one of them – we know it is for us. It really is a privilege to be able to contribute in meaningful ways. PowerObjects may not be able to sew masks or build ventilators, but it sure feels good to know there are other ways to make a difference.

Please stay home and stay healthy. This too shall pass. 

Sovereign Selects the Right Technology and The Right Partner [VIDEO]

With 56,000+ homes and 130,000+ customers and tenants, Sovereign is one of the largest housing associations in the U.K. Selecting the right technology platform was fundamental for digital transformation within Sovereign, and selecting the right technology partner to implement their new solution was just as important. Watch this video to learn why Sovereign decided to implement Microsoft Dynamics 365 and partner with PowerObjects to help bring their digital transformation vision to life!

Sovereign Aims to Innovate with Dynamics 365 and PowerObjects [VIDEO]

With 56,000+ homes and 130,000+ customers and tenants, Sovereign is one of the largest housing associations in the U.K. Sovereign needed a technology solution that would enhance the customer service being provided in the contact center, improve the tenancy management capabilities of the housing offices and create efficiencies across all customer interactions. To accomplish this Sovereign partnered with PowerObjects to deploy Microsoft Dynamics 365. Watch their success story video to learn more!

Implementing Dynamics 365 at Owl Rock Capital Partners [VIDEO]

Owl Rock’s initial challenge was to merge thousands of Financial Advisors into a single CRM platform. Next, they had to solve challenges related to metrics and reporting, as well as cohesively integrate and manage more than 60,000 business contacts. Dynamics 365 was an easy sell once everyone experienced its ease, intuitiveness, power, and potential. Partnering with PowerObjects allowed Owl Rock to expand and enhance their relationship management and reporting capabilities, giving them a strong competitive advantage in their crowded marketplace. Watch this Customer Success Story video to learn more about how and why the partnership focused on combining Dynamics 365 for Customer Engagement with Power BI, several PowerPack Add-ons, and PowerSuccess.

The Center for Creative Leadership: Customer Success Story

PowerObjects partnered with The Center for Creative Leadership to implement Microsoft Dynamics 365 for Sales to better align their sales and marketing efforts. Learn more about CCL’s story and discover how they found success with Dynamics 365.

The Center for Creative Leadership (CCL®) is a top-ranked, global provider of leadership development. By leveraging the power of leadership to drive results that matter most to clients, CCL transforms individual leaders, teams, organizations and society.

CCL derives funding primarily from tuition; product sales and publications; royalties; and fees for services. In addition, CCL seeks grants and donations from corporations, foundations, and individuals in support of their educational mission to advance the understanding, practice, and development of leadership for the benefit of society worldwide. Through this funding, CCL annually serves more than 30,000 individuals and 2,000 organizations including more than 80 Fortune 100 companies across the public, private, nonprofit, and education sectors.

As the organization continues to grow CCL needed a unified platform that could scale with their organization and allow their sales and marketing teams to work more efficiently. With the help of Dynamics 365 for Sales, PowerObjects’ very own PowerPack Add-Ons and the Stack of Microsoft Applications, CCL was not only able to build a better process of tracking leads, but gained additional insight behind the data, helping them produce more qualified leads.

“I can't imagine embarking on this integration without PowerObjects as our partner,” stated Jennifer Bradley, Manager of Global Marketing Operations at CCL. “Because they understand us, they understand Dynamics, and they have experience with all our other systems as well, I am really excited about the prospect of what that's going to bring to our organization.”

As a member of our PowerSuccess program, CCL has access to a dedicated CRM admin to assist in planning and supporting a long- term plan for success. Their PowerSuccess engineer worked with the CCL team from the beginning to understand the business needs specific to their organization and helped create a road map to ensure they got the most out of their Dynamics 365 for Sales implementation.

One of the many benefits of being a member of PowerSuccess is to access to our entire library of PowerPack Add-Ons at no cost. From PowerAutoNumber to PowerGrid and most recently PowerWebForm, CCL leverages many of our add-ons to further enhance the functionality in their CRM.

Read the entire CCL Customer Success Story now!

Happy Dynamics 365’ing!

National Oilwell Varco: Making Data-Driven Decisions with D365 for Field Service [VIDEO]

National Oilwell Varco (NOV) is a worldwide leader in the design, manufacture, and sale of equipment and components used in oil and gas drilling and production operations and the provision of oilfield services to the oil and gas industry. Process and Flow Technologies, a Business Unit of National Oilwell Varco (PFT) transformed its ability to effectively manage and schedule resources worldwide, collaborate across departments, and make data-driven decisions based on real-time updates by utilizing Dynamics 365 for Field Service. Watch NOV's Microsoft Dynamics 365 Success Story to see their journey in action!

The American Birkebeiner Ski Foundation: Event Management with Dynamics 365 [VIDEO]

The American Birkebeiner Ski Foundation (Birkie), which was once known as a small ski event, has evolved into North America’s largest cross-country ski race. The event has become such a big attraction that over the years, Birkie has added other races including events for running and biking. With the help of PowerObjects, The American Birkebeiner Association rolled out Dynamics 365 for Sales and Dynamics 365 for Marketing. With 42 years of historical data to use, data management was one of the biggest challenges they faced as an organization, and the functionality within Dynamics 365 allowed their staff to communicate more efficiently, handle high-volume registrations, and manage event planning. Watch their Microsoft Dynamics 365 Customer Success Story to see their journey in action!

CRM in Action: Medica's Customer Success Story [VIDEO]

We love our customers, which is why we get so excited when Dynamics CRM goes above and beyond to help them meet their business goals and objectives. Medica is our most recent customer to become raving fans about Dynamics CRM, so we sat down with the Medica team to hear first-hand how Dynamics CRM has impacted their business. Needless to say, they had a ton of great stuff to say about the product and PowerObjects. Check it out!

Medica needed a solution that would give them easy access to business intelligence, integrate with other Microsoft technologies, and enable effective communications across departments—all on a rapid timeline. This is why they decided to implement Microsoft Dynamics CRM with PowerObjects as their partner. Key benefits of their solution include a rapid design, build, and launch timeline allowing Medica to roll out the solution quickly; the ability to extract, update, and modify data without needing developer resources; and the ease of consolidating customer history easily accessible from one place.

The transparency of the data, the ‘how and why’ what happened, was a little muddy for us. Our results have been fantastic — what’s been missing is the clarity between point A and B, point A being the start and B being someone who actually buys from us. Mike Daly, Director of Sales at Medica

Medica has experienced significant growth over the last five years, including tripling its membership base. But the organization lacked insight into the exact activities that has led to their success. To ensure they were taking the right steps to replicate this success over time, Medica needed to be able to drill into more specific data. You can read their complete case study here.

Happy CRM'ing!