The not-for-profit and charity sector manages money donated by many, on behalf of some, but destined for others, and as a result it is regulated differently to other industries. Your sector must follow a different set of rules to profit-driven businesses. Understanding these nuances is key to ensuring every penny a charity or NFP organisation manages is used as effectively as possible. Having the right partner for Digital Transformation is crucial to ensuring the implementation of such complex projects runs smoothly and is fit for purpose.
TES has over 15 years of experience working with charities and NFP organisations. Over this time we have won a number of awards and accreditations and fine-tuned our ways of working; we have optimised our products and services to tailor them to this unique industry. Together, we will help make your organisation a success.
We started helping charities and NFPs achieve their Digital Transformation goals in 2005. Since then, we’ve grown with the charity sector and developed a thorough understanding of the complexities these organisations face when it comes to customer relationship management and finance.
This makes us a leading provider of the latest digital solutions, and one of few dedicated to designing packages tailored to the individual needs of charities and NFPs.
By focusing our efforts in one area, rather than spreading ourselves across multiple industries and products, means we have an in-depth understanding of what it takes to deliver world class software solutions in this specific sector.
The Dynamics 365 CRM upgrade and integration project with InKind Direct is an example of the transformative results achieved through partnering with TES.
Digital Transformation and lasting user adoption wouldn’t be possible without an outstanding product.
Partnering with Microsoft, a company with a track record of building powerful, yet easy-to-use, software solutions, means we can reliably customise software packages accordingly for the NFP sector.
Microsoft products (such as Office 365 and Teams) are often already well embedded into many organisations and integration between these systems and Dynamics 365 CRM and Business Central is seamless, making adoption of new platforms a simpler and smoother process.
Our chosen platforms include Microsoft Dynamics 365 CRM and Business Central.
A CRM (Customer Relationship Management) system allows users to store all their donor and company information in one place. This gives you a 360-degree view of your relationships, making the management of partnerships and colleague collaboration easier than ever – discover more about the benefits of Dynamics 365 for charities.
Microsoft Dynamics 365 Business Central is the finance management system that will fulfil all your charity accounting needs – from fund allocation, grant management and fundraising through to VAT reporting. See why Dynamics 365 Business Central is the accounting software of choice for over 170,000 organisations.
When you partner with TES you are choosing to work with a renowned software system in Microsoft. What TES offers additionally are a number of tailored applications specific to the charity and NFP sector that enhance its productivity; something few providers are capable of.
When you partner with TES you will build close relationships with your Customer Success Manager in the Customer Success Team. They will be your point of contact and guide you, keep you informed and be your voice within our organisation.
However, behind the scenes we have a number of product experts, ensuring our high-quality standards are met at every step of your Digital Transformation journey. You will meet our Product Specialists at the beginning of your journey to ensure that your unique requirements are fully understood and documented. Our experienced Consultants and Developers will transform your requirements into a digital reality. Post implementation, your transition into our Managed Services Team provides you with ongoing support and our Upgrade Assurance service. You can choose the Managed Service package and bundles that suit you best.
We believe so strongly in our people that we invest 5% of our profits back into our staff through a bonus scheme. We have ongoing people development and training, as well as actively supporting the volunteer and fundraising activities our staff are so passionate about through our “Give Something Back” scheme.
We live and breathe activities that support Microsoft’s Tech for Social Impact and anything that might improve our understanding of this sector.
Our team of Dynamics 365 CRM and Business Central experts is what makes the day-to-day operations of TES tick. But things never stand still at TES, and we regularly ask customers for feedback so we can better understand how to improve our products and services.
We survey our clients during key stages of every project and on regular intervals thereafter, asking them to rate the service they’ve received from our Projects, Customer Success and Managed Services Teams. These ratings are combined to create an average Net Promoter Score (NPS) which measures the level of customer satisfaction. This is a way of identifying not only what we do well but also areas for improvement, ensuring our service is continually developing to meet the ever-changing needs of customers.
Each year, Microsoft has two release waves of new features and upgrades to Dynamics 365 CRM and Business Central.
TES runs an Upgrade Assurance Programme to test this new functionality before it is fully implemented. Any unusual alterations in how the system works will be accounted for and fixed, ensuring everything continues as it should.
We also provide tailored “What’s New?” training that equips our customers with the knowledge necessary to get the best out of the updates. This isn’t just limited to twice a year. Indeed, TES offer ongoing support throughout the lifetime of your CRM or Business Central. It is important to us that our clients’ Microsoft Dynamics journey continues to succeed so their social impact can stand the test of time.
The eight-step project methodology by TES is unlike any in the Dynamics software industry; a roadmap to Digital Transformation that combines the best practices we’ve developed over the last 15 years.
Perhaps the best bit about this methodology is its flexibility. We understand that no two charities are the same, so we adapt our strategy depending on a customer’s circumstances, whilst adhering to strict milestones and gated stages.
Our methodology prioritises and recognises the importance of information security, which is why we are voluntarily audited by ISO27001. This gives our clients peace of mind that their sensitive data (for example, that of children, high profile donors or personal information) will always be protected.
When it comes to a successful CRM or Business Central implementation, consistency is key. TES is a privately-owned equity organisation, passionate about its vision for Tech for Social Impact. The stability this provides supports our long-term strategy and mission of enabling charities and NFPs to go above and beyond the needs of those they help. On top of Microsoft’s philanthropic initiatives and our regular fundraising and volunteering, TES also donates 5% of its profits to select charitable causes each year.
We hope you’ve seen that our work always has the best interests of charities and NFPs at heart. Get in touch with us today to discuss implementing Dynamics 365 CRM or Business Central for your charity.
Whether you’d like to arrange an informal chat, a free demo or discuss a potential project, our team of charity and not-for-profit digital transformation experts are always on hand.
