Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 1 · Awareness
Dynamics 365 Blueprints
Funder reporting
One template. Many funder books.
Who it is for
NGOs and programmes that report to more than one funder.
The problem
Funder packs are late because the dimensions were designed for the accountant, not the donor. Programme, funder, grant and budget line have to be applied at posting. A country workbook that HQ merges afterwards is how donors notice the gap.
Inside the PDF
The dimensions a donor pack actually needs
Why a payment without a grant is an open door
How budget is enforced at requisition
What a multi-country NGO template has to share
How an engagement runs
01
02
03
04
It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.