Lean Teams, Heavy Requirements
Nonprofits run on lean administrative teams while carrying obligations that look enterprise-grade: funder reporting, program data on vulnerable people, board oversight, and annual audits. The people doing that work are usually also running programs.
The tooling tends to grow up around grants: a donor database here, program spreadsheets there, QuickBooks and an aging file server behind them. When a funder report is due, someone rebuilds the numbers by hand, and the person who knows how is irreplaceable.
We bring the four pillars to nonprofits at nonprofit scale: one platform for programs, people, and dollars, run by one team, priced with the discounted licensing Microsoft already offers your sector.
All Four Pillars, Through a Non-Profit Lens
The same operating model we bring to every engagement, tuned to the rules and realities of your field.
One View of Programs, People, and Dollars
Dynamics 365 connects intake, case management, and services delivered to the people you serve, while Business Central keeps the books clean by fund and by grant. Power BI turns that into the reporting your board and funders ask for, pulled live instead of rebuilt by hand each quarter.
Dynamics 365 Sales CRM
Dynamics 365 Business Central
Power BI & Fabric AnalyticsSafeguarding the People You Serve
Program records often include health information, family circumstances, and case notes that deserve real protection. We manage identity, backups, and devices for staff who work in the field as much as at a desk, on Microsoft 365 nonprofit licensing that keeps enterprise-grade security inside a nonprofit budget.
Managed IT
Microsoft 365
Security OperationsGive the Admin Hours Back to Programs
Intake forms, case documentation, and the monthly reporting cycle eat hours that programs need. We automate the repetitive movement of information, and we deploy Copilot with governance as your sanctioned AI environment, so staff get the leverage without pasting sensitive data into public tools.
Copilot & Azure Foundry
Power Apps
Power AutomateAccountable to Funders, Auditors, and Families
Where services touch health information, HIPAA applies to you the same way it applies to a hospital system. We build the access controls, audit trails, and policies into the platform you run every day, so an audit or a funder security review confirms what is already true.
HIPAASOC 2How an Engagement Comes Together
A fixed-fee solution design comes first: how intake, programs, finance, and reporting should fit together, phased to your budget year, so the board approves a plan rather than a leap of faith.
CRM and finance go live in phases sized to a lean team, with training built for staff whose real job is running programs, not learning software.
We become the IT department: helpdesk, devices, security, and the platform itself, with quarterly reviews that keep the roadmap moving as funding allows.
The administrative machine runs on one platform and one partner, the compliance evidence stays current, and the hours that used to go to rebuilding spreadsheets go back to the mission.
Implementation Options
Three ways to start, depending on how much certainty you want before you commit. Estimates and rates are quoted in your proposal.
T&M Implementation
- The full implementation on time and materials, billed to actual hours as consumed
- A written estimate up front, revisited at every phase gate
- Design and build run in parallel: the blueprint evolves while early phases are already being delivered
- Scope stays flexible, with changes approved through a written change order
- Simpler footprints with a clear picture of their requirements
- Teams comfortable steering scope as the work unfolds
Fixed-Fee Discovery & Design
- The first phase of a full implementation, run as a standalone engagement with its own deliverables (we call it Phase 0)
- Current state documented, future state designed, and the implementation blueprint delivered
- A fixed-fee implementation proposal, priced against confirmed scope
- Deliverables are platform-agnostic, not tied to Microsoft or to us, and detailed enough for any qualified partner to quote a fixed fee
- The fee is credited in full toward the implementation if you proceed with us within three months
- Complex or unclear scope, where guessing is expensive
- Boards and leadership teams that prefer the certainty of a detailed roadmap and fixed-fee scope before implementation kicks off
Fixed-Fee Implementation
- Follows a completed Discovery & Design engagement
- The implementation at a fixed price, quoted against the scope confirmed in discovery and design
- Milestone billing tied to deliverables you can verify
- Change orders only when the scope itself changes
- Budget certainty required before kickoff
- Regulated or board-governed purchases
Support & Training Options
However the engagement starts, ongoing support takes one of three shapes. The same structure applies across every service line on this page; rates and specifics live in your proposal.
T&M support & training
- A named bench for the systems we build and run, billed hourly as consumed
- Training sessions and documentation, scheduled as you need them
- No monthly commitment
- Teams with internal owners who need expert hands occasionally
- A first engagement, before committing to a program
Flat-fee service-line support
- Reduced professional services rates for your implementation
- Unlimited application support and training for the platforms we implement
- A predictable monthly fee on a rolling commitment
- Proactive improvements, not just break-fix
- Teams that want predictable cost and continuous improvement
- Businesses where the platform is now how the work gets done
Fully managed IT & applications
Everything in flat-fee service-line support, plus the IT operation underneath:
- Our lowest professional services rates for your implementation, as part of a holistic ongoing engagement
- Helpdesk, patching, backups, and vendor management, run by the same team
- Security monitoring, threat response, and email security
- An SLA on system-blocking issues
- Companies without internal IT
- Teams tired of application and IT vendors pointing at each other
Frequently Asked Questions
How does pricing work?
Managed services run at a flat monthly rate per person, which covers their primary device; shared and additional devices are a small add-on. Project work is hourly and quoted in writing before it starts, or converted to a fixed monthly fee when you want budget certainty. Microsoft licensing passes through at list price.
Do you mark up Microsoft licensing?
No. Licensing passes through at Microsoft's list price. As your partner of record we handle procurement, true-ups, and renewals, and we flag the licenses you are paying for but not using. Our fees are for our work; licensing is not a profit line.
Will Copilot or AI expose our data?
Only if it is rolled out carelessly. AI tools surface whatever the signed-in person can already access, so oversharing that was invisible in file shares becomes very visible in answers. We fix permissions and governance first, then turn on AI, in that order.
We already have an IT person. What happens to them?
They stay in charge. Co-managed IT is built around your internal lead: they remain first line for their own team, we take the escalations, they get admin access to every tool we bring, and someone senior covers them when they take a vacation. Several of our co-managed clients came to us specifically because their one IT person was at a breaking point.
How do you handle training?
Role-based and timed close to go-live so it sticks: finance, operations, and quality each learn their own workflows, in your system with your data. After go-live, support sessions run as live screen shares that double as training, and flat-fee plans include training for new hires and on each Microsoft release wave.
Related Reading
Latest