Fundraising & Engagement 3 Week Implementation

Make a splash in your sector with an advanced implementation of the Microsoft Fundraising and Engagement solution and the cloudThing Non-profit PowerUp, streamlining your sales & Marketing processes.

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.

Benefit from PowerUps which enable:

• Rapid entry of donor/contact records with communication preferences,
• Fast batch entry of donations received offline and event registrations
• Automation of contact, donation, gift aid claim record generation in CRM with external systems integration
• Setup advanced automated communications to inform your teams when important events occur that need business attention
• Quality score data to identify opportunities to improve quality and unlock hidden value in your data
• Simplify capture, publishing, and storage of audit trails to ensure you meet internal and regulatory compliance requirements
• For a complete list of potential benefits please contact us

Days 1-6 Discovery and Planning

• Requirement & Data assessment Workshops
• High-Level Target State Architecture design & Roadmap Definition

Days 7-8 Hosting Environment & Solution Installation

• Hosting Environment & Tenant Setup
• User and Role Configuration

Days 9-11 powerUp Configuration

• powerUp Set-Up (includes F&E)
• F&E Configuration
• Audit Away Set-up (Azure + Dynamics Configuration)
• SDE Wizard (Multiple Contacts with Preferences)
• SDE Batch (Donation Batches & Event Attendees)
• Data Mill Set-up (Contact File Import, Web Donations Import, Gift Aid Claim)
• Megaphone Set-up (Azure + Dynamics Configuration)
• Scored!

Days 12-15 Solution Walkthroughs & Training

• Walkthroughs (F&E, PowerUp Configuration)
• Advanced Training (F&E, PowerUp Configuration)