Business Applications Discovery NonProfits: 2-Wk Assessment


A business applications discovery will identify your app requirements to connect your entire organization for efficiency, collaboration, improved donor experience, & volunteer engagement.

Modern IT is much more than servers and networks and needs to be considered as part of a broader technology framework for it to effectively enable your mission.

Many non-profit organizations are experiencing challenges with their core applications, the applications they use to run their operations and earn income. These include:

  • challenges with fundraising and donor management
  • inefficient financial management
  • ineffective volunteer management
  • lack of program management and evaluation
  • challenges with marketing and communications
  • limited capacity for human resource management

With expert guidance from ProServeIT, you will learn how investing in Microsoft business applications and computing services can address your organizational challenges and bring beneficial outcomes aligned with your goals and objectives.

Microsoft applications such as Dynamics 365 can be tailored to your nonprofit needs. The various modules of Dynamics 365 such as Nonprofit Accelerator, Customer Engagement, Business Central, Human Resources, and Marketing are designed to work together – and with your existing systems – for a comprehensive solution that connects your entire organization. They can strengthen your operations by connecting systems and data, allowing you to anticipate change, minimize disruptions, and reduce your time to market – all while building better donor relationships using real-time insights.

With our guidance and Microsoft’s business application modules, we can help you achieve favorable outcomes including:

  • increased donations and donor retention
  • improved financial management
  • enhanced volunteer engagement and retention
  • increased program impact and effectiveness
  • improved efficiency and collaboration
  • improved employee management and retention

Our approach is a simple 3-step journey:

  1. Discovery: assess your current processes and tools and understand your business application maturity to know where to start.
  2. Level Up: create a resilient and reliable business application platform aligned to your needs.
  3. Managed Services: continuously improve your business applications as your organization evolves and your requirements change.

Start with our Business Applications Discovery to identify the gaps in your current environment, understand the application investment requirements, and gain visibility into industry best practices. Our experts will provide a summary of the assessment findings, recommendations on how to level up, an outline of the estimated costs and ROI, a business applications roadmap, and estimated capital and operating expenses.

Price will depend on the complexity and scope of your discovery.