Challenges
The client was facing challenges in tracking the various accounts associated, the deals, and the grants/donations received from multiple sources due to disparate data. The client did not have a unified system to track the records.
The client was running its operations on legacy systems that were not compatible with mobile devices, which led to challenges in collaboration across employees and volunteers in different regions and departments.
They wanted to have a unified solution to track the records and improve internal and external collaboration.