A presentation by · Ohio Tennessee • Used to track and manage registering and renewing...

A presentation by

Project Manager for Tennessee‟s

Computer-Aided Regulatory Systems (C.A.R.S.)

for Charity Regulation.

© 2008 Ralph R. Zerbonia and Universe Central Corporation. The words and logo representing: C.A.R.S. ; Charity C.A.R.S.; and “the answer is Yes” are copyrights and trademarks

and salesmarks of Ralph R. Zerbonia and Universe Central Corporation, all rights reserved worldwide. Microsoft owns all their stuff too. Don’t lie, cheat or steal, it’s bad for you.

© 2008 Ralph R. Zerbonia and Universe Central Corporation. The words and logo representing:

C.A.R.S. ; Charity C.A.R.S.; and “the answer is Yes” are copyrights and trademarks and

salesmarks of Ralph R. Zerbonia and Universe Central Corporation, all rights reserved

worldwide. Microsoft owns all their stuff too. Don’t lie, cheat or steal, it’s bad for you.

In Tennessee,

– Charitable Organizations,

– Professional Solicitors,

– Fund Raising Counsel

– and the individuals involved with them,

are regulated by the

Department

of State’s:

Division of Charitable Solicitations

and Gaming© 2008 Ralph R. Zerbonia and Universe Central Corporation. The words and logo representing: C.A.R.S. ; Charity C.A.R.S.; and “the answer is Yes” are copyrights and trademarks


CharitableOrganizations

Vendors

People

Process

Filings

RenewalRegistration

Surety Bonds

Hearings &

Penalties Other Events & Filings

…around these

regulated entities.

Solicitation Campaigns

ContractsGaming Applications

Fees

Financial Reports

Amendments

The Division of Charitable Solicitations

and Gaming manages and tracks

information and processes . . .



Ohio Tennessee

• Access DB and paper

• Upwards of 22,000

organizations to track

and manage

• 1800+ Bingo license

applications annually

• Access DB and paper

• Upwards of 13,000

organizations to track

and manage

• 115 Gaming

Applications annually



Ohio Tennessee• Used to track and

manage registering and

renewing charitable

organizations and related

special vendors,

employees, related

individuals, a variety of

filings and all investigation

processes

• Used to license charitable

gaming, i.e. bingo

• Used to track and

manage registering and

renewing charitable

organizations and related

special vendors,

employees, related

individuals , a variety of

filings and all investigation

processes

• Used to register & track

charitable gaming events



Ohio Tennessee• Essentially a registration

and renewal engine for

all regulated charities in

the state. Has separate

modules for gaming,

vendors and

investigations.

• Internal System plus

web-side registration

and renewal filings.

• A full featured, integrated system to register and renew, track, manage, investigate and process the entire field of charity regulation in the state.

• Internal System plus web-side registration and renewal filings.



Ohio Tennessee

• Built from scratch using

Microsoft .NET

technologies and

Oracle DB

• Web-like Interface

• Built customizing

and configuring

Microsoft xRM

platform.

• Web Interface



Ohio Tennessee

• Construction to installation/completion

time = 2+ Years• Built from scratch into

multiple stand-alone modules

• Total Cost to deliver:

$2,000,000.

• Construction to

installation/completion

time = 6 months• Over 2,500

customization &

modifications for a fully

integrated system.

• Total Cost to deliver:

$600,000.



Ohio Starting 2005 Tennessee Starting 2008

Time = 2+ Years 6 months



Total Cost to deliver:

$2,000,000. $600,000.

Ohio Tennessee

• Time = 2+ Years

• Built from scratch into multiple stand-

alone modules

• Total Cost to deliver: $2,000,000.

• Time = 6 months

• Over 2,500 customization &

modifications for a fully integrated

system.

• Total Cost to deliver: $600,000.

“Microsoft Dynamics CRM as a Platform

Take the “C” out of “CRM” and you„re left with Microsoft

Dynamics Relationship Management—and that„s the right

way to think about this product. Microsoft Dynamics CRM is

not just about sales and marketing. It‘s a platform for

developing line of business applications—applications that

manage and track information and processes around real-

world objects. The object could be a customer, but it could

also be a grant, building, or a potential candidate for hire. The

key question is: “do I need to track the information and

activities related to this entity?” If the answer is “yes,” Microsoft

CRM deserves some serious consideration.”

from a 2008 article by Jason Hunt and Aaron Elder





mailto:[email protected]?subject=xRM Free consultation

[email protected]

http://www.universecentral.com

http://www.linkedin.com/in/ralphzerbonia


mailto:[email protected]://www.universecentral.com/http://www.linkedin.com/in/ralphzerbonia

A presentation by · Ohio Tennessee • Used to track and manage registering and renewing...

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