Not-for-Profit Dynamics Assurance: 2 Wk Assessment

Our consultants at cloudThing will look to make sure you are maximizing the possibilities of your D365 solution and aid with Gift Aid donation submission to HMRC and validation, as well as data analysis to help understand your volunteers’ and donors’ preferences. We will provide you with our Discovery Workshop, Technical Analysis, Recommendation Report and Proposal which will help to indicate how we can improve your organisation’s performance, management and security. Our PowerPlatform experts are committed to understanding how your organisation uses the D365 solution so that we can help unlock the many possibilities offered in Dynamics for your Not-for-Profit to be enhanced above the rest.

• Week 1 - Onsite/remote full comprehensive audit of your current D365 solution, looking at all your services such as your current case/data management system, Gift Aid validation and submission process, document servers, any reporting and tracking software, along with all data held in the organization.

• Week 2 - Documentation on findings in which we will map your route to having an optimized D365 solution within your organization. The report will ensure any plans to improve processes and any integrations are cost effective and the benefits are made clear to all stakeholders in the organization, showcasing the long-term business benefits.

Deliverables

What opportunities can we make available to your organisation’s D365 solution?

Upgrade readiness Increased use of Unified Interface (UI) Ability to add/delete fields on key system entities

• GDPR compliance
• SharePoint integration
• Controlled access to sensitive data
• Detect data breeches
• Optimize operations
• Gift Aid validations/submissions
• Volunteer/donor case management
• More efficient use of time and effort

Overall, these actions will contribute to reducing cost and time spent on maintenance, as well as increasing organisational performance.