Twintel Transforms REACH Services’ CRM With Microsoft Office 365

Reaching Out to the Community of Southern California

In 1969, REACH Services was established as a nonprofit organization. REACH Services is dedicated to helping individuals with disabilities, supporting their families, and championing their individuality. A key community resource, REACH Services provides care for individuals with disabilities in Southern California.

Like many nonprofit organizations, REACH Services has a lean budget and limited resources. They bravely rise to meet community needs while keeping up with technological developments.

Updating Security and Technology

REACH Services was grappling with outdated legacy systems and a difficult-to-use, on-premises CRM.

• Inefficient System Performance: The system’s limited features and cumbersome operations hindered staff productivity, taking valuable time away from REACH Services’ mission.
• In-Office Dependency: The system simply wasn’t built for remote access, meaning staff members needed to commute to the physical office to complete necessary documentation.
• Security and Compliance Risks: Maintaining an on-premises server also presented severe data protection and access control concerns. For a nonprofit, data integrity and privacy are not optional.

To carry out a much-needed digital shift, REACH Services required reliable Office 365 migration services to overhaul their data infrastructure with zero disruptions to daily care operations.

Twintel Introduces Office 365 Migration

This is when Twintel stepped in. Twintel teamed up with REACH Services to assess their modernization options and to create a plan that ensured total business continuity throughout the migration process. Through their expert evaluation, the Twintel team identified Microsoft Office 365 and SharePoint as the best fit for REACH Services’ needs.

Because of the Microsoft Office 365 and SharePoint upgrade, REACH Services would receive:

• A SharePoint CRM Build-Out: Using their Office 365 migration services, Twintel built a completely new, cloud-based CRM database in SharePoint within Microsoft 365. This intuitive interface replaced the outdated legacy system.
• Remote Access & Security: Twintel’s Office 365 migration services enabled REACH Services staff to access the CRM securely from anywhere. Twintel replaced the unreliable on-premises server with enterprise-grade access controls and data protection protocols. This took care of any compliance concerns and ensured the safety of sensitive customer data.
• Workflow Automation: By automating inbound data collection and reporting, Twintel eased the workload for REACH Services’ staff. This simplified everyday operations by drastically reducing manual data entry.

A More Productive, Secure, and Automated Workflow

Thanks to Twintel’s dedicated Office 365 migration services, REACH Services can now provide the care and support that their community needs from a platform built to meet modern demands. The new technology infrastructure means REACH Services have achieved:

• Increased Productivity: Fast, cloud-based CRM access successfully replaced a slow, inconvenient legacy system.
• Remote Work Enabled: Staff can access and manage sensitive client data remotely, removing the restriction of working solely from the office.
  Stronger Security: Sensitive client data remains protected with secure controls.
• Better Usability: An intuitive SharePoint interface reduced friction for staff managing complex, high-volume caseloads.
• Streamlined Operations: Automated workflows reduced the manual reporting burden, freeing up staff to give time back to their clients.