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Quisitive helps CFSA Launch Kinship Navigator Platform
Learn how Quisitive helped CFSA launch Kinship Navigator Platform to improve public access to financial aid and keep families together.
Quisitive helps CFSA Transform Child Welfare in DC
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In this case study:

Client: DC Child and Family Services Agency

Industry: Public Sector

Products and Services:

     Microsoft Power Platform

     Microsoft Dynamics 365

     Microsoft Azure Cloud

Location: Washington, DC

“The Kinship Navigator app helps us to achieve our mission of keeping families together. Any delays in families trying to access services could mean that a child is separated and ends up in foster care and this application solves that.”
Robert L. Matthews
Agency Director, CFSA

About CFSA

 The DC Child and Family Services Agency (CFSA) is the primary public child welfare agency in the District of Columbia, entrusted with the crucial responsibility of safeguarding child victims and those vulnerable to abuse and neglect, while also providing vital assistance to their families. As a dedicated agency, CFSA is committed to ensuring the well-being and safety of children in the community, working diligently to prevent harm, intervene in cases of maltreatment, and support families in need.

The Need for Online Access to Social Assistance

The COVID-19 pandemic shed light on the inefficiencies ca used by manual forms and systems in place for the public to apply for assistance and essential child welfare services. The agency knew that to provide the best possible support to children and families, it needed to modernize its processes and make the application processes efficient and accessible online and mobile. More specifically, the agency wanted to make it easier to administer a subsidy program that gives financial aid to grandparents and close relatives caring for minor children whose parents cannot care for them.

 

CFSA partnered with Quisitive and collaboratively, they undertook a tight seven-month transformative project to introduce a Kinship Navigator platform to streamline child welfare subsidy application processes, optimize accessibility, and bolster support for DC’s community. The Quisitive team worked closely with the Agency to create a public-facing portal and mobile app to process subsidy applications. The result has been a transformation is how the public and staff process and track applications, and has resulted in more families gaining access to essential financial aid that helps to keep children safe and with their families.

Getting the Kinship Navigator App Up and Running

Through close collaboration with CFSA, Quisitive’s team conducted extensive discovery and research, pinpointing pain points in existing workflows and strategically devising automated processes for a comprehensive and user-friendly public website and application. Leveraging Microsoft’s Power Platform Power Pages, Dynamics 365, and Azure Cloud, as the core technology stack, Quisitive was able to develop an intuitive website and mobile application that allows families to submit applications, upload documents, and track important information they need to receive essential services and financial aid.

 

 

“Our experience with Quisitive was great. We were under a very tight deadline they brought a team together with different skills across user experience, software development, and mobile development. It is amazing how much work we got done in a short timeframe and produced an excellent product.” 


 

Issa Barkett, Project Manager, CFSA

 

 

“When designing the Kinship Navigator platform, we needed to ensure that grandparents and close relatives could access the app and web portal easily. We used a user-centered design to ensure the platform was simple to use and could help these families navigate this process as easily as possible.” 


 

Mark Nagao, Power Platform Solution Architect, Quisitive 

 

Keeping DC Families Together 

Since the rollout of the Kinship Navigator program, CFSA has experience a drastic uptake of applications for social services. Close to 8,000 families have accessed and used the app and website. 

  • Reduction in foster care entries 
  • More families gaining access to vital services and support 
  • Better child safety and security 
  • Faster processing of applications and reduced administrative time and costs 

 

“The Kinship Navigator app helps us to achieve our mission of keeping families together. Any delays in families trying to access services could mean that a child is separated and ends up in foster care and this application solves that.” 


 

Robert L. Matthews, Agency Director, CFSA 

“We were behind the times. Most people expect to be able to do most things from their phones. They can order food and shop—so why not be able to access essential services the same way and just as easily.

Working with Quisitive was seamless. They became an extension of our team. They took the time to understand our organization and users and brought our vision to life.”
Latasha Tomlin
Kinship Program Manager, CFSA

Empowering Child Welfare: A Transformative Journey with Quisitive

Quisitive’s indispensable role in revolutionizing child welfare services in DC has left an enduring positive impact on vulnerable children and families, reinforcing the power of technology in fostering positive change and social well-being.

 

“We loved developing this solution with CFSA. Knowing that this technology impacts people’s lives and helps make their situations better is very rewarding, and is why we do what we do.” 


 

Mark Nagao, Power Platform Solution Architect, Quisitive

 

Greene Tweed Develops and Deploys Smart Factory with Quisitive
Watch the video to learn more about how Quisitive helped Greene Tween build their Smart Factory and improve safety efficiency, and productivity in their factories.
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Greene Tweed is a specialty engineering and manufacturing company that engaged Quisitive to execute a specific vision: a Smart Factory solution.

 

Learn how Quisitive built the Azure infrastructure to enable their vision with a solution that spans from source through reporting. With this new solution, Greene Tweed can now leverage Azure Data Factory to make more informed decisions based on real-time data and predictive modeling.

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Watch the video to learn more about how Quisitive helped Greene Tween build their Smart Factory and improve safety efficiency, and productivity in their factories.


See more of our work with Greene Tweed in our other video, Quisitive Builds Modern Data Platform for Greene Tweed. Watch Now >

 

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Quisitive Builds Modern Data Platform for Greene Tweed
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Watch Greene Tweed unleash the power of their data with a modern data platform.

When Greene Tweed decided they wanted to take a more holistic approach to their data governance, they looked for a partner who could help them build a modern data platform with advanced analytics capabilities and the ability to scale.

Machine data, enterprise asset data, and corporate data from CRM systems, ERP systems, and more needed to be brought together and correlated appropriately to glean deeper insights for the business.

Watch the full video to learn how Quisitive created a robust, modern data platform at Greene Tweed that has allowed the company to realize its vision of being a truly data-driven organization.

Other topics covered in this video include:

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Streamlining multiple data sources
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See more of our work with Greene Tweed in our other video, Greene Tweed Develops and Deploys Smart Factory with QuisitiveWatch Now >

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Ottawa Regional Cancer Foundation
Learn how Ottawa Regional Cancer Foundation has been able to improve productivity, ensure the accuracy and accessibility of financial insights, and increase the understanding of cost drivers for better decision-making with Business Central and custom apps developed by Quisitive.
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Streamlining Non profit ERP: Small charity migrates to Microsoft Dynamics 365 Business Central in less than four weeks with the help of Quisitive.

Client: Ottawa Regional Cancer Foundation

Industry: Non profit

Products and Services: Dynamics 365 Business Central

Country: Canada

“We knew it was time to look for a new ERP solution that could meet our financial management needs and support a remote work environment brought on by the pandemic.”
Jason Kempt
Vice President, Finance & Administration, ORCF

Overview

The Ottawa Regional Cancer Foundation (ORCF), an Ottawa-based non-profit, struggled to manage finances effectively due to an outdated ERP system. The lack of multi-segment coding made it challenging for ORCF to allocate costs accurately and report activities to tax authorities. Additionally, the solution’s on-premises server was approaching end-of-life, causing further complications for the organization.OCRF realized the need for a modern cloud ERP solution to address these issues and improve financial management and reporting.

 

After careful consideration, the organization partnered with Quisitive and migrated to Dynamics 365 Business Central. With Business Central and custom apps developed by Quisitive, ORCF has been able to improve productivity, ensure the accuracy and accessibility of financial insights, and increase the understanding of cost drivers for better decision-making.

About ORCF: The Voice for Cancer Survivorship in Eastern Ontario

Founded in 1995, ORCF supports cancer patients and survivors in Eastern Ontario. The foundation operates two main business lines: fundraising and patient support delivery, providing person-centered care to cancer patients. ORCF achieves its mission by offering innovative cancer research, a world-class clinical trials program, and increasing access to care in the region. ORCF’s patient-focused approach and commitment to providing high-quality cancer care and support has earned ORCF a reputation as the voice for cancer survivorship in Eastern Ontario.

The Challenge: Relying on a Legacy On-Premises ERP System & Server Approaching End-of-Life

Before launching Business Central, ORCF’s on-premises ERP system was causing significant challenges for the organization. The systems’ shortcomings increased manual work, errors, and confusion regarding the organization’s financial landscape. To overcome these challenges, ORCF recognized the need for a modern cloud-based ERP solution that could provide advanced features such as multi-segment cost coding, automated workflows, and robust controls that could operate seamlessly in a remote work setting.

 

ORCF’s decision to migrate to Business Central with Microsoft Partner, Quisitive, was based on several factors:

  • Quisitive’s excellent reputation in the local non-profit market
  • The non-profit pricing offered by Microsoft
  • The multi-segment coding feature of Business Central
  • Automated workflows for approvals
  • Business Central’s off-the-shelf functionality
  • Quisitive’s ability to develop custom applications for employee expense approvals and credit card reconciliation, which would round out the scope of the project needs

Getting Started with Business Central in Less Than Four Months

ORCF’s finance team worked closely with Quisitive to plan and launch Business Central in just four months.

 

“We knew it was time to look for a new ERP solution that could meet our financial management needs and support a remote work environment brought on by the pandemic," says Jason Kempt, Vice President, Finance & Administration at ORCF.

 

The implementation process also involved Quisitive creating custom Business Central apps to streamline processes and improve efficiency. One of the custom applications created was an employee expenses app that allowed users to scan receipts and enter expenses, which would then be routed for approval. The credit card reconciliation app automated data entry and eliminated the need for paper. Statements were sent to cardholders and imported into the app, which would then translate the expenses and route them to the unit for approval.

 

Implementing Business Central and Quisitive’s custom apps resulted in significant time savings and improved organizational efficiencies. The ORCF was also able to generate more accurate and accessible reports. The workflows for purchase requisitions and employee expenses were much more user-friendly and efficient than the previous processes, which staff members were very pleased with.

“Implementing Business Central was smooth and efficient thanks to Quisitive’s expertise and support,”
Jason Kempt
Vice President, Finance & Administration, ORCF

Getting Started with Business Central in Less Than Four Months

Since launching Business Central, ORCF has experienced substantial enhancements in its financial management processes. Multi-segment coding has enabled them to understand cost structure more effectively, while automated workflows for approvals have streamlined operations, saved time, and enhanced productivity. With real-time reports based on accurate data, ORCF now has the information they need to make informed decisions quickly. Overall, Business Central has been a game-changer for ORCF, providing them with the necessary tools to efficiently manage their finances and support their mission. 

Improved Productivity and Efficiency

Automating requisition and expense workflows and enabling cloud-based document storage and retention in Business Central has resulted in faster delivery of month-end reports and easier day-to-day financial management. ORFC’s finance team can now complete tasks more efficiently and accurately, allowing them to focus on more strategic and value-adding activities.

 

“Business Central has made our entire organization more productive and informed,” said Jason. “The multi-segment reporting helps non-financial users understand the cost behaviour of our business and we can produce timely financial data and reports without Excel," says Kempt.

Enhanced Accuracy of Cost Allocation with Multi-Segmented Reporting

Business Central’s multi-segment reporting (or dimensions) has improved the accuracy and allocation of costs. By eliminating the need for manual work to allocate central costs to business activities, dimensions have provided a deeper understanding of cost behavior within the organization. 

Increased Accountability and Better Decision-Making

With Business Central, ORCF can easily toggle between budget accountability and the full cost of business activities, including support functions with different budget holders. This visibility has increased accountability on the expense side and facilitated informed decision-making. By providing a clear picture of cost drivers for business activities, Business Central has empowered ORCF to allocate resources more effectively.

Streamlined Expense and Credit Card Reconciliation

Quisitive’s custom-built employee expense and credit card reconciliation apps for Business Central have significantly simplified ORCF’s reconciliation process. With the employee expense app, employees can easily upload photos of receipts or attach PDF invoices to an online form, freeing up their time and streamlining the process. The credit card reconciliation app automates data entry, reducing the chances of errors and saving time for both employees and managers.

 

“The employee expense app is great,” said Jason. “Employees can take pictures of receipts or attach PDF invoices and upload to an online form—which automatically routes for approval. This app has saved a lot of clerical time and puts the onus to code things properly on the business user. Lastly, the approved document makes a properly coded A/P entry in Business Central for the accounting staff to post.”

 

“With the new credit card reconciliation app in Business Central, manual data entry has become completely unnecessary,” continued Jason. “Because the corporate credit card user pre-populates the form with transactions from the bank via CSV upload, everything is done quickly and without errors. This has saved us days of work and ensure our costs are accurately reported.”

“With the new credit card reconciliation app in Business Central, manual data entry has become completely unnecessary.”
Jason Kempt
Vice President, Finance & Administration, ORCF

Greater Accessibility & Flexibility

As a cloud-based solution, Business Central offers ORCF complete accessibility and security. Staff can now access the system and data from various devices, allowing them to work remotely or in different locations. Additionally, automatic updates and upgrades eliminate the need for IT staff to manually install updates on a server or individual devices, ensuring that all users are using the latest version.

 

ORCF continues to enhance its financial management processes in Business Central while exploring more advanced features to identify opportunities for improvement. With their focus on becoming more proficient in the core product, including the fixed assets module, ORCF aims to stay ahead of the curve. Their dedication to leveraging technology and innovation to support their mission highlights their commitment to driving success for the organization and the community they serve.

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