Microsoft Cloud for Nonprofit Fundraising & Marketing: 12-wk Implementation

Barhead Solutions Australia Pty Ltd

Official Fundraising & Engagement and Dynamics 365 Marketing Implementation

• Develop donor and supporter bases. Get a comprehensive view of constituents, such as individuals, households, and organizations, so that you can connect more effectively through personalized engagement. Increase donor loyalty and lifetime giving by understanding and addressing their priorities. • Drive fundraising efficiency and reduce costs by automating key business processes. These business processes include donation, opportunity, campaign, and event management. • Get an overall view of fundraising and financial outcomes. Eliminate the need for complex fundraising and financial reconciliation through end-to-end donation, revenue, and transaction management.

Core Activities: • Assessment & Requirements Gathering - Detailed gap analysis between F&E and requirements; documentation of functional requirements and required configurations • Fundraising & Engagement Implementation - Configure environment and out of the box functionalities; Creation of two (2) custom reports; • Dynamics 365 Marketing Implementation - Core configuration; implementation of one (1) email template and creation of one (1) marketing segment and customer journey • Training & Support - Testing, documentation, UAT; User and system admin training; Post go-live optimization support

Deliverables: • Implementation and configuration of F&E out of the box experience • Core configuration of Dynamics 365 Marketing • Custom User and System Administration trainings • Outlook and SharePoint Integration • Post Go-Live optimization

Barhead is a specialised consulting firm leveraging the strategic value of Microsoft Business Applications to unlock business growth through Dynamics 365 and Power Platform.

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