Fireside Chat: Driving Nonprofit Success with Power Platform and AI

Join us for a Fireside Chat featuring Brandon Gorton, JourneyTeam’s Practice Director, as he discusses how technology is revolutionizing the nonprofit sector. Learn how Microsoft solutions like Power Platform and Copilot are helping nonprofits overcome operational challenges and focus more on their missions.

Fireside Chat Highlights:

• Nonprofits Thriving with Technology: Discover how nonprofits are using automation tools like Power Automate to manage donor tracking, volunteer coordination, and report generation without replacing their existing systems.
• Maximizing Salesforce with Power Platform & AI: Learn how nonprofits can enhance their Salesforce environment with Power Platform to streamline workflows and use AI-driven insights to improve engagement.
• Real-World Nonprofit Success Stories:
  • Centro de la Familia: Find out how they streamlined fragmented data systems to improve decision-making and operational efficiency using a custom Power App.
  • Hope Media Group: See how they used Power Automate to drastically reduce manual reporting efforts, freeing up time for donor engagement.

Key Scenarios Discussed:

1. Approval Processes: Automate approvals for grants, volunteer hours, or other operational processes that don’t fit into a CRM.
2. HR Automation: Manage simple HR tasks like tracking certifications or event logistics without needing a full HR system.
3. Streamlined Reporting & Compliance: Automate manual reporting tasks for donors, boards, and regulatory bodies, integrating data from Salesforce and other systems.
4. AI-Assisted Donor Engagement: Use AI tools like Copilot for Sales to improve donor interactions and automate personalized communications.
5. Volunteer Coordination: Simplify volunteer scheduling and tracking with Power Apps integrated into your existing CRM.
6. Donor Management Enhancements: Automate donation tracking and follow-up tasks to improve donor engagement.
7. External Portals for Donors and Volunteers: Offer customizable, secure external portals for donors, volunteers, and beneficiaries using Power Apps Portals.

Join this fireside chat to learn from real-world nonprofit scenarios and discover how you can leverage Power Platform and AI to enhance your organization’s impact.