Client: Regional nonprofit serving 10,000+ beneficiaries across Florida.
Industry Context:
Nonprofits need to maximize limited budgets while meeting strict state and federal compliance regulations. Donor engagement is essential, but outdated technology often prevents meaningful communication and data protection.
Challenge:
· Donor data stored across multiple spreadsheets and local drives.
· Email newsletters sent inconsistently without engagement tracking.
· Increasing scrutiny from regulators around HIPAA and GDPR compliance.
· Leadership sought more transparency with donors and real-time reporting on impact.
Solution (Tech Driven Solutions Approach):
1. Migrated donor and beneficiary data to a secure Azure SQL database with compliance controls.
2. Implemented Microsoft Dynamics 365 for donor management and event tracking.
3. Configured Microsoft Teams for board members and staff to collaborate securely.
4. Delivered cybersecurity awareness training for staff to reduce phishing risks.
5. Automated donor engagement campaigns via Dynamics + Outlook integrations.
Results:
· Increased donor retention by 25% within the first year.
· Reduced IT overhead by 30% by moving away from fragmented systems.
· Successfully passed a state compliance audit with zero findings.
· Improved beneficiary service delivery through faster caseworker response times.
Client Feedback:
“Thanks to Tech Driven Solutions, we now manage our donor relationships more effectively while staying compliant. This partnership has saved us money and helped us grow our impact.”
Services Used: Azure migration, Microsoft 365, Dynamics 365, cybersecurity training, donor automation.