Microsoft nonprofit solutions

Future-state planning

RSM collaborates with your stakeholders to assess your current situation and design an optimal future state, centered around Microsoft technology as the core of your IT ecosystem. Through this process, we conduct a thorough evaluation of your present state, conceptualize the desired future state and develop a comprehensive multistep roadmap to reach those goals.

Human-centered design and adoption

Our human-centered design practice aligns every Microsoft platform investment with the day-to-day realities of your staff, donors, volunteers and beneficiaries. We combine field observation, stakeholder interviews and journey mapping with rapid prototyping to surface pain points and opportunities before any configuration work begins. Through design-thinking workshops we build consensus across teams, then translate insights into intuitive interfaces, inclusive content and change management plans that accelerate adoption. The result: solutions people embrace on Day 1—reducing training time, boosting self-service and amplifying mission impact.

Grants management

The RSM Grants Management System (GMS) for Microsoft Dynamics is designed to streamline the grants and subgrants management process, allowing your staff to focus on engaging with constituents and the community rather than on administrative tasks. Users can efficiently manage portfolios and budgets, configure and review grants from application to disbursement, and utilize data analytics to drive the mission and goals of your grants management team.

The RSM GMS Portal, versatile enough for both simple and complex grants and loans, enables intuitive reporting, accurate invoicing and seamless submission of supporting materials by sub-grantees and constituents. This system reduces the time spent on data entry, empowering your organization to advance your grant activities and mission effectively.

Fundraising and development management

Understanding who your constituents are and how they are contributing to your organization is fundamental for your nonprofit. RSM implements systems designed to support and enhance these crucial processes. By leveraging advanced AI, we provide extensive personalization and insights into donor behavior and preferences.

Volunteer management: We understand the invaluable role that volunteers play in driving the mission of nonprofits. Our volunteer solutions enable your organization to seamlessly track, manage and optimize volunteer engagement. These systems provide comprehensive dashboards where you can monitor potential opportunities for volunteers to contribute, as well as efficiently match resources with the right opportunities.

Whether it's by location, registered interest, date and time availability, or relevant skills, our intelligent algorithms match each volunteer to their most fitting role. Additionally, our platforms facilitate communication with volunteers, track their contributions and analyze the impact of their efforts, helping you to recognize and reward their dedication. By streamlining volunteer management, your organization can build a strong, committed volunteer base and drive meaningful community engagement.

Volunteer management

We understand the invaluable role that volunteers play in driving the mission of nonprofits. Our volunteer solutions enable your organization to seamlessly track, manage and optimize volunteer engagement. These systems provide comprehensive dashboards where you can monitor potential opportunities for volunteers to contribute, as well as efficiently match resources with the right opportunities.

Whether it's by location, registered interest, date and time availability, or relevant skills, our intelligent algorithms match each volunteer to their most fitting role. Additionally, our platforms facilitate communication with volunteers, track their contributions and analyze the impact of their efforts, helping you to recognize and reward their dedication. By streamlining volunteer management, your organization can build a strong, committed volunteer base and drive meaningful community engagement.

Data strategy and governance

RSM delivers a comprehensive data strategy and governance assessment that evaluates your current data landscape and develops a detailed roadmap aligned with both short- and long-term business goals. Our approach incorporates current- and future-state analysis of your data assets and enforces strong data governance principles to establish data quality and integrity. By implementing effective controls, we reduce the risk of poor-quality data entering or remaining in the ecosystem—empowering accurate insights, better decision making and improved operational performance.

Member and donor experience

Understanding and enhancing the experience of your members and donors is crucial for fostering long-term engagement and support. By gaining detailed insights into their behaviors and preferences, you can tailor your marketing strategies and messaging to better resonate with them, thus increasing visibility and engagement.

The Microsoft Dynamics Customer Insights tool offers an effective solution for nonprofit organizations looking to harness the power of AI and data analytics without the need for developer expertise. This intuitive tool enables users to effortlessly analyze data, uncover new insights into member and donor behavior, predict outcomes, and optimize responses. By leveraging these capabilities, you can create more personalized interactions, anticipate donor needs and implement targeted strategies that drive higher levels of engagement and support for your mission.

Advanced analytics

Advanced data analytics applies intelligent statistical methods, such as machine learning and predictive modeling to data, enabling your organization to uncover new insights and market trends that improve organizational performance. By leveraging these techniques, your nonprofit can transform raw data into strategic assets, anticipate challenges and plan proactively to achieve your mission more effectively.

Security and compliance

At RSM, we leverage our proven advise, implement and manage methodology to deliver comprehensive Microsoft security solutions specifically designed for nonprofit organizations. Our advise phase involves working closely with your team to identify regulatory requirements and technology best practices, forming a tailored security and compliance roadmap.

In the implement phase, we deploy and configure Microsoft Defender and Microsoft Purview technologies, delivering seamless integration and enhanced security. Our manage phase encompasses daily operations, monitoring and management of these solutions, allowing you to concentrate fully on your mission, confident that your critical data and systems are secure.

Simplification of IT stack/Microsoft ecosystem consolidation

RSM collaborates with your organization to optimize your Microsoft 365 investment by analyzing opportunities to reduce costs associated with remote work, eliminate redundant licensing, drive efficiencies and trim nonessential business expenses. We help your organization maintain a lean, efficient and secure workforce by leveraging the full suite of Microsoft technologies, including Teams, SharePoint and Azure, to streamline operations and enhance collaboration. Advanced AI-driven insights reinforce security measures, helping you achieve greater operational efficiency, cost savings and a robust IT environment.

Systems modernization and modernized communication

Today’s workforce requires a secure toolset, accessible anytime, anywhere to support the new, distributed and hybrid work model. RSM can develop and implement strategies supporting your organization's move to a cloud-based, mobile workforce with a cybersecurity focus, establishing operational efficiency and safeguarding sensitive information against emerging threats. With tailored solutions integrating the latest in AI and machine learning, RSM enables proactive threat detection and response, empowering your employees to perform at their best, no matter where they are.

Constituent engagement

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 create an organized environment where all relevant communication is stored and accessible, enhancing collaboration and transparency within your organization.

Managed IT services

Managed IT services can provide significant advantages to your organization, addressing resource shortages and skill gaps, keeping pace with technology advancements, and enabling a sharper focus on your core mission. 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. Managed services include proactive monitoring, cybersecurity management, disaster recovery planning and network optimization. Our goal is to help establish a resilient IT infrastructure that is efficient and aligned with your organizational goals.

Enterprise resource planning

RSM empowers nonprofits to implement and optimize cloud-based ERP systems by leveraging advanced technologies and deep sector experience. Through strategic planning and robust data analysis, RSM tailors ERP systems to meet the unique needs of nonprofit organizations, enhancing operational efficiency and resource management. By integrating sophisticated AI-driven insights and security measures, RSM helps your nonprofit streamline operations, safeguard sensitive information and achieve your mission more effectively.

Artificial intelligence

RSM leverages Microsoft Copilot to provide nonprofits with innovative solutions that enhance efficiency and productivity. By integrating AI-driven insights, RSM helps your organization streamline your operations, optimize resource allocation and make effective, data-driven decisions. These processes empower your nonprofit to focus more on your mission while benefiting from advanced technology that supports your unique needs.