The Duke of Edinburgh

DofE seek to empower young people; to support them as they learn new skills, overcome obstacles, and build confidence and resilience; with a target to give 1,000,000 young people the chance to participate in their life-changing program over the next five years.
The DofE required a solution that would centralise and automate the following processes for them: Licensing, grant management and activity supplier approval through annual surveys.

Licensing 

We implemented Dynamics 365 CE lead to opportunity process to manage a central process in a central system, including the automation of several aspects, including licence creation and communication with the licenced organisation and DocuSign Integration. We also created a 2 way integration with another DofE system called eDofE.

Grant requests and management

These were again being done in Word and Excel documents with no central process. We automated the capture and processing of grants including DocuSign integration. Allowing grant applicants to keep track of their applications, reducing the administrative efforts and speeding up the payment of patient grants.

DofE Activity Provider Approval 

To remain a DofE supplier an annual survey is required from all third parties. We used Customer Voice to create these surveys, automated the sending and collection of the results and then also automated email chases to those who hadn’t responded. Allowing DofE to remove some of the manual tasks and increase the response rate.

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Company Information

DofE license and support a range of organisations including: schools, colleges, youth groups, young offender institutions, fostering agencies and hospitals to run DofE programmes for their young people and is proud to be part of The Duke of Edinburgh’s International Award Foundation which supports operators in more than 130 countries and territories to deliver DofE and increase opportunities for young people.
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What Was Delivered

We’ve implemented a new standalone D365 app to help manage DofE’s licensing process. Following this, we built a business process flow to guide employees through the process. With a two-way integration between Dynamics 365 and eDofE. The integration has no noticeable delay and works in real time as users enter data into either system.

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What The Client Said

“As our charity is 100% cloud-based, predominately built around the Dynamics and Office 365 family; we had to ensure seamless integration between Dynamics CRM and our bespoke eDofE platform. FormusPro have really helped us achieve our aims and objectives at every step of the project.”

Project Breakdown

DofE customer voice case study

The Duke of Edinburgh – Customer Voice

Discover how the Duke of Edinburgh’s Awards streamlined Approved Activity Provider re-certification with automated Customer Voice surveys and seamless Dataverse integration.
DofE Docusign case study

The Duke of Edinburgh – DocuSign

Discover how the Duke of Edinburgh’s Awards streamlined Approved Activity Provider re-certification with automated Customer Voice surveys and seamless Dataverse integration.
Duke of Edinburgh

Duke of Edinburgh Awards – Licencing

Licencing and re-licensing of organisations running awards programmes is an essential part of DofE’s operation.
DofE safeguarding

The Duke Of Edinburgh Awards – Safeguarding

FormusPro transformed the Duke of Edinburgh Awards safeguarding processes with a secure, integrated case management system in Microsoft Dataverse, streamlining operations while enhancing data security and user experience.
eDofE integration

Duke of Edinburgh – eDofE Integration

Discover how the Duke of Edinburgh’s Awards achieved seamless integration between their custom eDofE platform and Microsoft Dataverse, enabling real-time data synchronisation, enhanced reporting and optimised operations, through bespoke Azure Function Apps and innovative automation.

The Duke of Edinburgh Awards – Grant Management

The Duke of Edinburgh Awards transformed their Grant Management processes by leveraging Microsoft Dataverse, Power Automate, and Dynamics 365 for seamless data centralisation, process standardisation and enhanced operational efficiency.

What We Do

Helping businesses, SMEs and charities of all sizes digitally transform the way they work with customisable, user friendly, all-in-one software solutions.

Speak To An Expert

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: 01432 345191

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