Streamlining Processes for the Coventry and Warwickshire LEP

The Coventry and Warwickshire Local Enterprise Partnership (CWLEP) is a cooperation of public and private sector organisations working together to secure funding to drive local economic growth, increase investment and create new jobs in the local area.

One of 39 LEPs and growth hubs dotted around the UK, CWLEP are connected with a range of organisations and partners in their region, sharing information with local councils, universities, Chambers of Commerce and businesses across key sectors.

With many of the organisations involved with CWLEP reliant on spreadsheets and manual processes for handling data, CWLEP discovered the need for a new system that would help them manage information sharing and copious amounts of data in a safe, efficient and cost-effective manner. They turned to Tisski.

With the growth hub having no central source of information, Tisski worked to implement Microsoft Dynamics CRM (now Dynamics 365 and the Power Platform) and create an up-to-date bank of information, migrating existing data from numerous sources to a Dynamics CRM Online database, accessible to advisors and organisations involved with the project.

It goes without saying that an organisation working with over 1,200 business at any one time needs a robust system like Dynamics in place. Through its successful implementation, businesses can be tracked, and relationships maintained and developed through relevant, tailored interaction, supported by the wealth of information made available at the click of a button.

CWLEP work closely with both private and public sector organisations, so it’s crucial they can show clear audit trails to keep partners informed on where their investments are going; Dynamics provides access to this information via the cloud, ensuring key stakeholders can quickly and easily access data, whenever and wherever they need to.

After successful implementation, Tisski provided training for CWLEP employees and partners to ensure they were comfortable managing appointments in Dynamics and utilising the new system they’d be using to track and manage fund allocation.

CWLEP have seen a fantastic uptake of their new centralised system, meaning people around the organisation are able to spend more time working towards their common goal: driving business growth across Coventry and Warwickshire.