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A showcase of Beef + Lamb’s Digital Clipboard: an iPad-based Dynamics CRM solution destined to simplify registrations at more than 200+ events a year. Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.
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Beef+LambDigital Clipboard showcaseRex Wessels
CRM Practice Lead - Wellington
Solution
Demo
Results
Background and Business need
Q&A
Agenda
Beef+Lamb NZ – Digital Clipboard | 3
Background
Beef + Lamb is the farmer-owned industry
organisation representing NZ's sheep and beef farmers.
We invest farmer levies in programmes to grow
the sheep and beef industry to provide sustainable
returns, now – and for future generations.
Programmes are delivered nationally, to thousands of attendees.
Attendees per month
Beef+Lamb NZ – Digital Clipboard | 4
Business Need
200+ events per annum
Various attendance sizes
Minimal pre-registrations
Paper based attendance register was used
Painful manual data entry
Duplicates, errors, other common problems
Most popular events by attendance
A
tten
dee c
ou
nt
Beef+Lamb NZ – Digital Clipboard | 5
Solution design
Workshop
Requirements Existing Apple infrastructure
Security and privacy considerations
End user experience –audience may not be IT savvy
“Guided access mode” Locks the iPad down
CRM 2011+
Digital Clipboard usage per week
Even
t C
ou
nt
Beef+Lamb NZ – Digital Clipboard | 6
Solution design
HTML 5 based application Easily integrated into CRM
Multiple devices per event
Offline capability
No need for “app store” deployments
Central deployment for updates
# of iPads used per event
Beef+Lamb NZ – Digital Clipboard | 7
Solution design
Automated reconciliation into CRM Duplicate avoidance
Manual intervention if required
Head office administration
New contacts from Digital Clipboard
Mon
th
New contacts
Beef+Lamb NZ – Digital Clipboard | 8
Benefits realised
Faster turn-around into the system No more paper
Viewed positively by key stakeholders
Attendees don’t need to recapture info
Realising increased number of attendance records
captured
iPads can be used for extended functionality Presenter activities e.g. health and safety checks
Showcase demos and videos
Time to process
THE END
