Leading UK debt charity, Money Advice Trust, implement modern, scalable CRM & Power BI reporting
Circyl replaced Money Advice Trust's spreadsheet-based income generation tracking with Dynamics 365 and built a daily-refreshed Power BI reporting platform, so the charity can see demand as it happens and help more people.
At a glance
Circyl helped Money Advice Trust, a national UK debt advice charity, replace Excel-based income generation tracking with a Microsoft Dynamics 365 CRM and build a daily-refreshed Power BI reporting platform, saving up to 2 hours per Finance transaction and giving leaders real-time visibility of over £225 million of debt advised on during its busiest days in January.
Sector
Legal, Non-Profit
Partnership
3 years
Technologies
Microsoft Azure, Microsoft Dynamics 365, Microsoft Power BI
Behind the results
Download the full case study →Our approach
We started with discovery workshops with Money Advice Trust’s operational and leadership teams, mapping daily workflows and uncovering bottlenecks from fragmented spreadsheets to delays in reporting.
We then delivered the work across two projects using a phased model, so each solution was tested and embedded at pace. One replaced the Income Generation team’s spreadsheets with a Microsoft Dynamics 365 CRM tailored to how the Trust builds relationships. The other introduced a cloud-based Power BI reporting layer, updated daily, drawing on the existing CRM used by the Service Team.
We finished with hands-on training and responsive support, so the Trust’s internal report designers could build dashboards for non-technical users.
The impact
Money Advice Trust’s leadership no longer waits for end-of-month figures or manual updates, as Circyl’s reporting platform lets them track live activity and act immediately when demand shifts. The Trust was able to show a key sponsor what real activity looked like, live, which is a level of transparency that wasn’t possible before.
The Income Generation team now works from a single, joined-up view of relationships and opportunities, improving collaboration, pipeline tracking and outreach planning. Clearer sight of rising demand and partnership performance has given the Trust new insights that led it to revise formerly held assumptions, as it works towards tripling the advice it provides.
Technologies used
Microsoft Azure
Microsoft's cloud computing platform, providing the infrastructure and services to build, run and manage applications and data securely at scale.
Microsoft Dynamics 365
Microsoft Dynamics 365 is a family of business applications for sales, customer service, field service, finance and operations, built on the Dataverse platform so every application shares the same data.
Microsoft Power BI
Microsoft's cloud-based business intelligence platform for modelling and visualising data from a wide range of sources in interactive reports and dashboards.
In their words
In January, we had our busiest days ever—over £225 million of debt advised on. For the first time, we could see that in real time, as it was happening. That kind of visibility just didn't exist before.
Damian Chapman, Director of Income Generation, Money Advice Trust
Working with Money Advice Trust was a genuine privilege. Their team's purpose-led mindset and openness to collaboration meant we could design something that not only worked technically - but truly supported the way they help people.
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