We explore the data compliance, security and governance capabilities offered in Microsoft Purview.
Implementing Dynamics 365 has revolutionized Birkie’s ability to communicate with participants, manage registrations leading up to, on, and after each event, and ensure scalability as Birkie continues to grow. The platform has helped not only Birkie’s staff, but also their participants. “It’s allowed us to provide experiences that are second to none, ones that people won’t forget and that they want come back for,” says Popp.
Having their information in Microsoft Cloud is very important to Birkie because their races take place over a wide geography. With races starting and stopping in various locations, Birkie’s staff is often not in the office to access important data. Using Dynamics 365 online allows staff to access information from anywhere, ultimately resulting in Birkie being able to grow their races, both in distance and in participants, year over year.
Dynamics 365 is used every day by Birkie, even on race day. Birkie’s event staff uses Dynamics 365 to distribute race bibs, confirm event registrations, and more. After each race is finished, Birkie staff imports the results into Dynamics 365, where they will be used for marketing communications and next year’s registration placement.
Birkie is a member of HCLTech’s PowerSuccess program, a completely unique service-as-a-subscription program that gives you access to a CRM administrator for your Dynamics 365 system and a long-term plan for success for a predictable monthly fee. One of the biggest benefits of partnering with PowerSuccess is being able to access a CRM expert on a regular cadence. Birkie’s dedicated PowerSuccess engineer knows their system in and out and is dedicated to seeing Birkie succeed. That level of commitment and passion means that Birkie’s PowerSuccess engineer has attended events personally, so he understands exactly how Birkie needs to use the data, what to use it for, and how to store and surface that data most effectively. “HCLTech took us step-by-step through the processes,” says Popp. “We felt very comfortable with them as an organization from the beginning. Their attention to detail, their PowerPacks, and their PowerSuccess program really rounded out the solution and has provided everything we needed."
Birkie and their PowerSuccess engineer work closely to provide solutions and innovative ways to tackle problems and to determine best practices. Birkie’s Dynamics 365 system is extremely customized, so working with a PowerSuccess engineer allows them to design a system that best fits their unique business needs. If issues arise within Dynamics 365, their engineer is able to easily troubleshoot those and get them resolved quickly and effectively.
HCLTech offers a range of add-ons for Dynamics 365 called PowerPacks. Because of Birkie’s unique business needs, many of these PowerPacks were able to come in handy, providing a solution with exactly the functionality needed, without having to create additional, time-consuming customizations.
PowerZapEvent is one of the PowerPacks that Birkie uses. It acts as their exclusive event management engine to bring all online registrations straight into Dynamics 365. With PowerZapEvent, Birkie maintains their event data for every race, year over year, including revenue numbers, total registrants, and more. Together, Dynamics 365 and PowerZapEvent have streamlined their entire business process and provided a platform with easy-to-reference and organized data. Now, Birkie is equipped to make better marketing decisions for each event with PowerZapEvent’s ability to automate marketing tasks for each event such as sending promotional offers and distributing surveys for shirt sizes. Not only that, but PowerZapEvent’s user interface is simple and easy for staff and registrants to navigate.
Birkie also uses PowerMailChimp to communicate with participants, sponsors, vendors, volunteers, and media contacts. Working right out of Dynamics 365, they are able to create customizable marketing lists that can be updated in real-time. Using the robust MailChimp designer interface, they are then able to create custom communications tailored specifically to each marketing list. “For events like the Birkie Trail Run Festival, PowerMailChimp gives me the ability to reach out to all of our participants with customized messages based on whether they’re running in the Ultra, the 5k, or are a general participant in the event,” says Nancy Knutson, Director of Marketing and Communications for Birkie. “PowerMailChimp made it easy for our staff to get each participant the materials they need such as registration confirmations and participant guides.”
PowerMailChimp is used to send registration reminders and updates; the participant guide with logistics about race day; to share media kits with the press; and any changes or adjustments to the race week agenda. Birkie also uses PowerMailChimp to send their bi-annual newsletter, Worth It, that contains a variety of special offers curated specifically for Birkie participants by event sponsors.
Because Birkie has multiple events running concurrently, they use PowerGlobalSearch to easily find registration participant records. Each contact record in Dynamics 365 contains information specific to that registrant, such as how many races they are registered for, what wave they’ve been assigned, wave history, and event orders without having to open multiple record types.
Dynamics 365 has allowed us to provide experiences that are second to none, ones that people won't forget and that they want come back for.