The Power Sector Retirement Trust (PSRT) has been dedicated to serving its members for more than 20 years by providing a robust investment plan designed to achieve above-average returns while keeping management fees low. This long-standing commitment is evident in PSRT’s consistent performance and its strategic approach to maximizing investment value. By focusing on delivering superior returns and maintaining cost-efficiency, PSRT ensures that its members’ investments grow more effectively. This dedication not only underscores PSRT’s role as a trusted financial partner but also reflects its unwavering commitment to enhancing the financial security and prosperity of its members over the long term.
Customer Challenges
The outdated system, established over 30 years ago on a Linux-based platform, required users to connect through a remote logging tool to access a server. This obsolete setup created significant challenges in transitioning to the new Power Sector CRM, including difficulties with integration, inefficiencies in user access, and complications in data migration. These issues led to delays and required additional resources to address, making the upgrade process more complex and demanding.
Partner Solutions
The PSRT CRM, built on the Dynamics 365 Power Platform, consolidates PSRT’s operations into a unified, efficient system. It adeptly handles employer remittances, insurance coverage, and retirement funds. Notable features include benefit trust management and retirement tracking, enabling users to simulate coverage, issue low fund letters, calculate plans, generate reports, and track dues. Additionally, the system manages apprenticeships and member skills, and integrates smoothly with member portals, banking systems, and an employer interface.
Customer Benefits
Streamlined Operations: Integrates PSRT’s various functions into a unified system, enhancing efficiency and simplifying management of employer remittances, insurance coverage, and retirement funds.
- Advanced Features: Provides tools for benefit trust management and retirement tracking, allowing users to simulate coverage, issue low fund letters, calculate plans, generate reports, and monitor dues.
- Comprehensive Management: Oversees apprenticeships and member skills, ensuring effective tracking and administration of workforce development and qualifications.
- Seamless Integration: Connects effortlessly with member portals, banking systems, and an employer interface, facilitating smooth interactions and data flow across multiple platforms.
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