Portus Praha, z. ú. is a public-benefit corporation based in the Czech Republic with the main aim to help people with mental disabilities not to be excluded from the society. Through their projects, they support those people and help them have dignified accommodation, work and a possibility of self-development like anybody else. Within their scope of activities, they organize endowment events, trainings, educational courses, produce gift items and so called “delicacies with stories”. Their most famous activity is “Cihla” (“Brick”) – the nationwide beneficial charity collection and public enlightenment campaign.
Every day work on Portus Praha’s charity projects required considerable amount of coordination efforts as well as the existence of a CRM system for the registration and effective management of its activities. In September 2017, in order to ensure it, Portus Praha turned to us with a request for pro bono services – to customise their Dynamics CRM system (which the organization had already implemented in-house without any customization) and provide a user training.
The initial analysis showed us that the implemented not customized CRM solution did not allow the organization to use the full potential of the CRM system and all its benefits.
Within the solution customization, we have implemented the following crucial CRM adjustments:
After the successful customization based on the client’s requirements, we have conducted a two-day training, during which the users from Portus Praha were given a guidance how to work with the newly designed system.
