Microsoft nonprofit solutions

RSM Grants Management System for Dynamics is a module built by RSM to deliver a comprehensive grants and subgrants management system that empowers staff users to manage grants pipelines and spend time engaging with constituents and the community rather than managing endless spreadsheets. Users will manage portfolios and budgets, configure and review grants from application to disbursement, and deliver data analytics to drive the mission and goals of any grants management team.

RSM MemberCast for Dynamics is an Association Management Software module built by RSM that leverages the analytic capabilities and relational data of D365 CE to streamline Membership and Association processes and enable staff to spend more time in engaging members instead of keeping track of simple data. MemberCast lets your staff take control of your data and drive engagement by consolidating all of your membership processes under a single system.

Track Committees and Chapters, manage events and product sales, and easily configure and collect dues. MemberCast Portal allows your members to engage with your organization in real time, enabling your organization to collect various payments, submit online event registrations, and manage their member profile. MemberCast has a proven record in providing proper accounting with fully deferred revenue and recognition capabilities and enterprise reporting of key metrics to help your organization drive engagement through data-driven decisions.

Microsoft has developed an all-in-one tool called Fundraising and Engagement to aid Nonprofits in their Fundraising process, from the initial connection with Potential Donors, through one-off and recurring payments.  These payments can be allocated appropriately to the corresponding mission account and integrated into the Organization’s AR/AP system for seamless tracking.

Additionally, the Fundraising and Engagement system offers an out-of-the-box portal that can be configured and skinned to match your existing site, while providing self-service capabilities for your constituents.

The Volunteer module of the Fundraising and Engagement tool allows your organization to keep track of potential opportunities for Volunteers to contribute. It helps you match up the resources with the right opportunity, whether by location, registered interest, date and time availability or relevant skill.

Through a comprehensive data strategy assessment, RSM delivers a holistic analysis of clients’ data landscape, including short- and long-term data strategies, current and future state infrastructure analysis and a corresponding roadmap for navigating the business toward achieving data-driven strategic goals. Additionally, data governance principles are applied to enable data management controls, preventing input and retention of imperfect data.

In partnership with many market-leading technology solutions, chiefly Microsoft, RSM’s Data Analytics practice markets, sells, designs, implements and manages the tools that enable our clients to derive insights and democratize their data assets across enterprise systems. Data analytics draws from a range of disciplines—including computer programming, mathematics and statistics—to perform analysis on data in an effort to describe, predict and improve performance. To ensure robust analysis, our data analytics teams leverage a range of data management techniques, including:

• Enterprise data warehouses
• Data marts
• Reporting and dashboarding
• Data migration
• Solution architecture
• Master Data Management (MDM)
• Analytics as a Service (AaaS)

RSM’s Data Analytics service offering creates connections to various data source systems to extract, transform, load, model and serve clients’ data. This effort architects and produces a consolidated, scalable source-of-truth, optimized for business intelligence and corresponding interactive dashboards, allowing businesses to make sound decisions.

Organizations cannot make confident decisions without accurate data they trust. RSM’s proven data, reporting and analytics governance program helps our clients leverage data as a strategic asset to effectively and efficiently run their business by:

• Developing end-to-end landscape with management controls and governance
• Architecting their data and reporting environment
• Leveraging technology to enable improved processes
• Being proactive, not reactive
• Challenging manual and time-consuming processes
• Leveraging internal control specialists
• Understanding and focusing on risks and pain-points specific to each client

Getting insights into the customer experience can help tailor your marketing and messaging to increase visibility and engagement among your members and donors. The Microsoft Dynamics Customer Insights tool enables users who are not developers to easily tap artificial intelligence and apply data analytics to discover new insights about behavior, predict outcomes and then optimize responses.

Your organization has a significant amount of customer data, but all too often it’s siloed across disparate systems. To win at online relationships, Microsoft Dynamics 365 Customer Insights unifies enterprise customer data to build comprehensive profiles and create segments for measurement, predictive scoring and campaign targeting. By aggregating and simplifying data from various source systems, marketers, fundraisers and data analysts can focus more on supporting retention and revenue growth and less on manual data management efforts.

Ultimately, Dynamics 365 Customer Insights can optimize your marketing and fundraising processes, initiating focused campaigns and messaging. By elevating conversions, you can deliver great member and donor experience and increase retention and growth.

How do you take your data and insights to the next level? Advanced data analytics applies intelligent statistical methods, such as machine learning and predictive modeling, to data. This enables people to uncover new insights and market trends that improve organizational performance.

Gaining a deeper perspective through advanced data analysis is critical for developing a foundation that effectively guides the direction of your business. From understanding donor preferences and member satisfaction drivers to outlining membership recruitment patterns, nonprofits now have access to advanced data tools and a wealth of data resources. RSM’s analytics and AI solutions can help you achieve a host of targeted organizational outcomes, including increasing community impact, enabling data-driven decisions, improving operational efficiency and managing risk.

Microsoft and RSM partner to meet the needs for security and compliance solutions in an age of increasingly sophisticated cybersecurity threats as well as complex information protection needs. Our services and solutions can help protect your environment.

• Engage the org: RSM can help engage your organization and establish the trust principles of security, privacy, transparency and compliance. RSM and Microsoft are able to accelerate the compliance journey, adapt to new frameworks and standards and scale to meet every changing regulation you might face.
• Train the org: Whether you are training IT pros or end users, RSM has over seven Microsoft-certified trainers who can provide standard to customized training, on-site or remote.
• Build champions: Champions are essential to driving awareness, adoption and education in your organization. RSM can help build champions—a person primarily motivated by helping others and interested in new technology and helping other employees use it in alignment with your best practices.
• Secure the environment: Security and compliance is all about knowing the numbers. RSM utilizes Microsoft analytics to help improve engagement and enhance the security in your organization.

RSM works with our clients to maximize their Microsoft 365 investment by analyzing opportunities for saving costs on remote work, removing redundant licensing, cutting out non-essential business expenses and delivering a secure workforce efficiently.

Today’s workforce requires a secure, accessible anytime, anywhere toolset to support the new, distributed work model. Many organizations’ technology environments require modernization to meet the performance and security demands of employees accessing data and systems from both organizational and personal devices. RSM can develop and implement strategies supporting your organization's move to a cloud-based, mobile workforce with a cybersecurity focus.

Understanding all the communication that is taking place between your organization and your constituents, stakeholders and partners is key to organizational transparency. Utilizing Microsoft Dynamics 365 Customer Engagement, we work with our clients to create an environment where all relevant communication is stored in an organized way and available to all who serve that constituent, thus breaking down barriers within our client’s organization.

Managed IT services can provide significant advantages to organizations, addressing resource shortages and skill gaps, keeping pace with technology advancements and enabling firms to focus on their core business. RSM provides a range of cloud and hosting alternatives to support applications on Microsoft Azure delivering greater security, control and performance with a reliable operational spend.