Customer Insights Nonprofits: 4-wk Implementation

Wipfli LLP

Create a 360-degree view of your clients, volunteers, and donors by using Microsoft Dynamics 365 Customer Insights as a client data platform

Microsoft Dynamics 365 Customer Insights allows an organization to connect a wide variety of data sources to provide a 360-degree view of its clients, volunteers, and/or donors. Leveraging Customer Insights as a data platform can help an organization understand interactions, demographics, and behavior of individuals to better support and serve its constituents and community. The cleansed data records can be shared with systems of engagement to provide a better overall perspective for each client and provide optimal service.

Wipfli has experience working with 3000 nonprofits including data management, data cleansing, and connecting a wide variety of data sources. Efficient data management can provide a nonprofit organization with many outcomes including a constituent-friendly centralized intake process, efficiency in sharing information across multiple programs or services, and improved data aggregation for sharing with community organizations and funding sources.

The Customer Insights for Nonprofits implementation includes:

  • Workshops to understand your data, source systems, integrations, KPIs, analytics, and reporting requirements
  • Data analysis to understand data quality, integration rules, and identity resolution requirements
  • Set-up of sandbox and production environments
  • Connection with data sources and application of transformation for these sources
  • Set-up of match-merge rules
  • Power BI dashboard to analyze data trends
  • Perform actions on data using PowerApps

Specific cost for implementation is determined based on scope of work as determined during our discovery process.

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