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

RSM approaches Nonprofit clients holistically to enable them to achieve their mission using a combination of Microsoft technologies, organizational change, and deep industry expertise. Our differentiator is the ability to deliver all aspects of the Microsoft stack throughout a digital transformation process starting with a deep-dive assessment and strategic roadmap. Understanding the Nonprofit mission, we then address all aspects from fundraising to operations to financial management to analytics, based on a foundation of Azure-based security and business continuity. Our team understands the offices of the CFO, COO, and CIO and uses our unique "Power of Being Understood" methodology to jointly deliver real change.

Agenda:

• Define Strategy – Understand motivations, business needs and executive sponsorship
• Plan – Discovery and assessment
• Ready – Operating model, implementation options
• Adopt – Migrate execution
• Govern – Business risks, policy & compliance
• Manage – Operations maturity

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

• Discovery and assessment for Payment Processing (implementation not included)

• 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
• Payment Processing recommendations
• Outlook and SharePoint Integration
• Post Go-Live optimization

*Pricing will vary based on project scope