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)

Fundraising & Engagement 3 Week Implementation

cloudThing

Details

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