For years after 9/11, E4E Relief empowered clients by providing financial aid for those impacted by disaster and financial hardship. Starting with financial services firms as clients, E4E Relief built a bespoke solution that addressed customized needs based on the original blueprint of a major bank client. Each new client required E4E Relief to implement a custom solution, which was time-consuming and difficult to scale. The design limited E4E Relief’s reach and ability to respond quickly to growing demand for its services.
The COVID-19 pandemic resulted in a sharp increase in the number and size of E4E Relief’s clients and the employees it served. Between 2020 and 2023, E4E Relief grew from serving 1.75 million employees to more than 6 million employees globally. Clients wanted desperately to relieve the financial and mental pressure on thousands of remote employees who were dealing with critical personal needs. E4E Relief professionals were rapidly adding multiple new clients. Time and speed were essential to get the new platform up and operational so clients could instantly send money to disaster-plagued employees. E4E Relief was eager to improve onboarding and customer experience.
A legacy platform with limited scalability
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Starting in 2021, E4E Relief began transforming its existing Microsoft Dynamics 365 implementation into E4E Relief’s Emergency Financial Relief platform—an improved automated solution tailored to E4E Relief’s clients. The new solution energized E4E Relief professionals by improving their ability to onboard more clients simultaneously and more portals to expedite relief to individuals after an unexpected hardship or disaster. E4E Relief’s Emergency Financial Relief platform enables clients to access activity and program information for their relief fund, and their employees can also apply for and donate within the portal on a single, unified, secure platform.
The new platform provided multiple benefits, including:
• An efficient and scalable process to respond to crises for millions of individuals around the globe
• A streamlined management of processes between external client portals and the Microsoft Dynamics 365 platform
• Sustainable growth, enabling E4E Relief to deepen its relationships with existing clients and acquire new ones
• Multilanguage capabilities to support applicants globally
• The ability to deploy client specific portals to address donations, application processing, and management
• An increase in the size and number of clients that E4E Relief has acquired
An automated template-based platform with greater accessibility
Learning from the past, E4E Relief prepared for the future. The organization has laid the groundwork by creating a more streamlined, automated platform. The emphasis has moved from improving the back end to focusing on what really matters—that E4E Relief can now reliably and rapidly deliver aid to client employees.
Continued transformation leads to multiple benefits
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