Fundraising & Engagement 10 Day Implementation

We’ll help you understand how the solution and be configured to meet your requirements, how to prepare your data for migration, design a high-level architecture, and help you define a roadmap to maximise ROI beyond initial implementation.

In addition to Microsoft Fundraising and Engagement features, you’ll benefit from PowerUps which enable rapid entry of new contacts, fast entry of donation batches received offline, enhanced audit log generation, and much more.

Read more about what’s included below:

Day 1 - Discovery and Planning

• Requirement Workshop

Day 2- Data Assessment

• Data Requirements Gathering

Day 3 - Target State Planning

• High-Level target state Architecture Design

Day 4 - Roadmap Planning

• Target State Roadmap Definition

Day 5 / 6 - Hosting Environment Setup

• Hosting Environment & Solution Installation
• Hosting Environment & Tenant Setup
• User and Role Configuration

Day 7 / 8 - PowerUp Configuration

• F&E Configuration
• Audit Away Configuration
• Fast Contact Record Entry Wizard Configuration
• Fast Batch Donation Bulk Entry Form Configuration

Day 9 / 10 - Solution Walkthroughs & Training

• F&E Solution Walkthrough
• PowerUp Solution Walkthroughs
• Q&A
• Future Roadmap Discussion