Industry Accelerator

Immigration Management

January 2025: Immigration Management

Purely CRM leverages Microsoft Dynamics 365 and Power Platform to streamline resettlement processes. The Immigration Management Accelerator automates intake case management, replacing manual tasks to support efficient program management and accelerate immigrate community services.

The Benefits

Streamlined Data and Process Management

Eliminate siloed data and replace legacy systems (OCMS and CORI-HOMES) with a unified platform. The Immigration Accelerator centralizes client profiles, program enrollments, and caseworker workflows, improving organizational efficiency and enhancing service delivery.

AI-Powered Automation and Reporting

Leverage AI and machine learning to automate workflows and track individual and family progress across programs. The solution includes real-time reporting capabilities, supporting key metrics for funding applications and board presentations.

Robust Security and Purpose-Built Integrations

Benefit from enterprise-grade security and purpose-built API integrations with Microsoft Dynamics 365 and Power Platform. This ensures a secure, reliable, and scalable solution tailored to organizational needs.

Improved Case Management and Workflow Efficiency

Accelerate intake and caseworker workflows with tools to track arrival information, resettlement services, housing status, citizenship progress, and cultural program participation. Notifications and process tracking enhance case management efficiency.

Integrated Employment and Educational Services

Facilitate connections to mentors, job opportunities, and educational resources. Automate notifications for employment events, track educational progress, and link clients with institutions, ensuring comprehensive support for career and personal development.

Enhanced Client Experience Through Self-Service Portals

Empower newcomers with user-friendly, mobile and desktop self-service portals for program enrollments, employment opportunities, and real-time updates. This citizen-centric approach scales client support, allowing staff to focus on complex cases.

Accelerator Workflow

Our large team of Microsoft consultants and developers at Purely CRM brings a deep understanding of both organizational processes and distinct “Industry Accelerator” applications to assist in Canadian non-profit organization’s mandate of helping newcomers immigrate, acclimatize, and settle in Canada.

What's Included in

Our Immigration Management Accelerator

Self-Service Portal Client Profile

Immigrant Community Service and Program Enrollment Portal

Our development team has created a comprehensive framework and reusable design to build a public-facing self-service portal in support of your resettlement program. This portal (Mobile and Desktop) enables newcomers self-service access to community and organizational services, scaling the volume of clients and allowing your service agents to focus on the more complex issues.

See a sample wireframe used within our Accelerator. (left/above)
 

  • Citizen-centric UI and visuals to illustrate pending tasks
  • Real-time program enrolment status updates
  • Employment opportunities/events

Events and Service Tracking

Our Purely CRM Immigration Management Accelerator for Dynamics 365 includes: Mobile Events and Service tracking


Employment Counselling (BETS)

  • Job opportunity notifications
  • Connect clients to mentors
  • Notify contacts with relevant employment events

 

Educational Services (EDU)

  • Connect individuals with educational resources and opportunities
  • Track educational progress, enrollments, and completions
  • Link clients with educational institutions and programs

Intake Client Card

Our Purely CRM “Industry Accelerator” for Immigration and Intake Management includes Microsoft Dynamics 365 and the Power Platform modules, fields, and workflow to allow your organization to track the progress of each individual and family, as they flow through your various programs. The Industry Accelerator also provides a means to capture and report on key metrics important for funding and board reporting.

Intake Caseworker Workflow Accelerator

Port of Entry

  • Record and track initial arrival information
  • Coordinate reception and initial settlement activities
  • Facilitate initial orientation and resource provision
  • Monitor immediate needs assessment

 

Resettlement Services (RIS)

  • Define and track families, individuals, groups
  • Deploy and monitor operational services
  • Track housing status
  • Monitor citizenship progress
  • Guide health and well-being

 

Cultural Brokers (CCBP)

  • Case Management
  • Process tracking and notifications for Domestic altercations

Have any questions?
We’re here to help.

Steve Ewing, Vice President

Phone: +1-888-257-3577 x 213