Transforming nonprofit organisations with Microsoft technology

FUJIFILM Process Automation | CodeBlue | Webinar |Transforming nonprofit organisations with Microsoft technology

Irene Direnko-Smith: Alright, we’ll kick off the webinar. Good morning. My name is Irene Direnko-Smith and I’m head of Fujifilm Process Automation together with CodeBlue. We’re part of the Fujifilm Group and our ambition is really to help. Kiwi’s work smarter. So today on I think this very miserable day for most of New Zealand, we welcome you to our third, webinar in our innovation series where we will focus on Microsoft technology platform for non-for-profit organizations.

Irene Direnko-Smith: We’ve got Amelia and Matt who will talk about what a non-for-profit organization is, for Microsoft to qualify for specific non-for-profit, licensing, and also what. Microsoft technology can help non-for-profits run better. We will also share some real life examples as we go through the presentations.

Irene Direnko-Smith: So stay with us. throughout the presentation we will post some links into the chat box, if you’d like to follow those as we share the information and the resources for non-for-profit. So let me introduce. Amelia and Matt Amelia is a Microsoft Dynamics 3 6 5 consultant who has been working with Dynamics for over 20 years.

Irene Direnko-Smith: Amelia has a real passion for helping organizations work smarter with technology. And Matt Bourne, a solution architect and the practice lead for Modern Workplace at CodeBlue. Matt has over 20 years of IT experience and 10 years of working with Microsoft Technology. and he has a real passion for, automation and,

Irene Direnko-Smith: And governance. There you go. with that I will hand over to Amelia to start the presentation.

Amelia Reinecke: So first we are going to just do the introduction, which, and housekeeping, which, Irene just did. Then we are presenting myself and Matt about optimizing operations. And how Power Wrap and apps and Dynamics 3, 6, 5, simplifying non-for-profit management and engagement.

Amelia Reinecke: We are going to go through a real life, success story, with one of our customers. We are going to talk a little bit about funding and support and learn about, what’s available in grants, discounts, accelerators, et cetera. And then we are going to go through, Matt’s going to take us through some licensing and simplifying the art of.

Amelia Reinecke: Microsoft licensing. Then we have a q and a at, nine 40 and we will wrap up, and next steps at 9 55 and we’ll end sharply at 10. Thank you, Matt. Okay, so I think firstly we need to talk about, dynamics this and, and, and the non-for-profit. So, Today is really to discover how to make the most of the Microsoft Cloud for non-for-profit from both a business application point of view and from a Microsoft licensing point of view.

Amelia Reinecke: because there’s always two components to it. And, see what the product’s capabilities is and how to, how to use and implement those. Within the Microsoft Power platform, as I said, Microsoft 3 6 5 Azure, and all of the things that make sense within the Microsoft ecosystem. Matt, if you can go to the next slide, please.

Amelia Reinecke: So this is just a little bit of a, an image to explain really how, dynamics, or how the non-for-profit, cloud is just one of the many, Microsoft cloud for industry components, but all of them are based on, on the, Basic security management and compliance, framework at the bottom, then, which plugs in really tightly with Azure.

Amelia Reinecke: And then you have different components and you can have various of these. You don’t have to have all of them, but most organizations will obviously have M 3 6 5, which is your office or your, Office productivity tools. And then there’s a variation of if you require a Dynamics model driven app or a power platform with, and then we can do, co developer tools like Copilot Studio and Visual Studio to extend your business application to, to do the best for for your organization.

Amelia Reinecke: if we can go to the next one. Thanks, Matt. So I think there’s, a couple of things to think about. So if you are not currently, registered as a non-for-profit, see if you are eligible, cares will put a, a. URL, in the, in the chat to where you can find these things. So is my organization eligible?

Amelia Reinecke: how can I register and who can use the licenses within my environment if I, if I do, define myself that I’m eligible? so just a little bit about where you can go to find those things out. Thanks, ca. Next slide, Matt.

Matt Bourne: Oh, I think this slide’s me. Yeah. Welcome everybody. Good to you. Yeah. right, so one of the things I wanted to talk briefly about, is the Microsoft licensing, which everyone loves to hate.

Matt Bourne: Microsoft have recently made a few changes with not-for-profit, licensing offers. and one of the big changes they’ve made recently would be that the, Microsoft 3 6 5 Business Premium license, they used to give you 10 for free and then you had to pay X amount, I think it was 67% of, of, retail for the, the rest of your licenses for business premium.

Matt Bourne: so what they’ve done is they have removed the 10 free licenses. So they no longer exist anymore. If you currently have some, they will stay on there until your renewal. but if you are an account manager or the person you deal with, hasn’t already spoken to you about this, it may be worth raising it with them.

Matt Bourne: but what Microsoft have done to counter that is they’ve now made it that you get 75% off. Retail for business premium licenses. So, yeah, so at the moment you’re looking at, $9 35 New Zealand per user, per month if you want to go to the business premium plan. And so today I’m going to be talking about some of the reasons that that’s worthwhile and the benefits around it.

Matt Bourne: some other big things to note is, although when copilot first came out, Microsoft initially said that they were not going to discount copilot for anybody. they’ve retracted that slightly and they’ve agreed that they’re going to give all nonprofits, 15% off full Microsoft 3 6 5 copilot. So this is the full, version of it that has all the application and integration.

Matt Bourne: They’re also going to give 15% off copilot for sales and copilot for service as well. Some of the other ones we’ve gotten here is, with your Dynamics licensing, you get 90% off that off RRP. so that’s, that’s definitely something that’s worth looking at. and that’s something that Amelia and her team are able to work through with you, on some of those things.

Matt Bourne: And probably the other two big ones here. so one is the Azure, credits that you get. So the Azure credit you’ll notice is in US dollars. Now, unfortunately, depending on when this happens, The US dollars, it’s based on whatever the New Zealand conversion rate is at the time. So at the moment, I think they checked yesterday and it was a dollar 66 New Zealand for every US dollar.

Matt Bourne: So, you’d get. $2,000 times 1 66, which is what, which is what give you, which is what would give you your total amount. unfortunately, if you, if the New Zealand dollar gets really strong against the US dollar, you end up getting less. probably the last big one here, the big change would be around power apps.

Matt Bourne: so. For not-for-profits, the power apps, and actually for commercial as well. The power apps per user plan, has been discontinued. So while at the moment you still get, you get 10 free per users, they’ve now made it as a per app plan. So if you have a power app and your business, and if you’ve got, let’s say, three power apps, you can now pay just for the three power apps, which will allow all the users in your business to use them.

Matt Bourne: And on the next slide. So what I wanted to talk to briefly here, as I’m sure a lot of you’re aware, so, as part of the Not-for-Profit program, everybody gets, 300 business basic licenses included. And while that sounds amazing and it’s, it’s great that Microsoft give that, unfortunately. There’s a whole host of limitations around it, around what you can actually do with it.

Matt Bourne: some of the big ones are around just your identity management and security around what you can actually do. and also just some of the protections, the governance, the compliance that you may have to meet, which that plan’s not actually going to, help with all of those things. So, Business premium is definitely something that’s worth considering.

Matt Bourne: it does give you full access to Microsoft Intune, which we do talk a bit more about later, which allows you to manage all your devices, remotely. it also reduces that overall, cost of building new devices and deploying applications and things like that. and another big thing there is it gives you, Microsoft, Enterra id, which is a, identity management.

Matt Bourne: Now, the, you would’ve heard over the last couple of years, everyone talking about multifactor authentication. So with, Enterra id, it allows you to run multifactorial authentication across your entire business and also put, conditions on it. So it allows you to do what’s called conditional. It’s

Matt Bourne: It allows you to control how and when your staff can access things and you can also block other countries or people coming in from, different places around the world, to access your information. So there’s just a little bit there. We do cover it a bit more later on, but I just wanted to touch on that just to show you some of the benefits of going up to the business premium plan.

Matt Bourne: Back to you,

Amelia Reinecke: Amelia. Thank you so much, Matt. A lot of you might have, in your business application if you’ve used the non-for-profit accelerator before. that’s been, deprecated at the end of this year in December. and basically, what Microsoft has. Is they’ve broken the big non-for-profit accelerator into smaller chunks.

Amelia Reinecke: and this is what I’m taking you through now. So there’s, there’s a component about the engage, with supporters and funders. we’ll go a little bit deep into that in a minute. And then the impactful program. Program delivery. So this is really outcome-based, non-for-profits, reporting back to funders.

Amelia Reinecke: And then as we mentioned, and, Matt has taken you through the secure streamlined operations. So just making sure that the base for all of your business application data is in a secure, streamlined, environment. A k, a Azure. if you go to the next, slide please, Matt. So here we are going through a little bit of, what is the components of the engaged supporters and the funders.

Amelia Reinecke: So, it’s a combination of a couple of Microsoft, applications, in the power app suite of products. So we have, fundraising. Which helps you to understand your fundraisers and connect with donors by giving them detailed donor profiles. and the app is a flexible starting point where you can then add on maybe other things from.

Amelia Reinecke: the other, components of these, accelerators that’s been implemented. So you might wanna do grant management with funding. and because that is all built on Dataverse, you are able to tweak your solutions to your business needs. so the fundraising is powered by a power app. and we’ve gone through some of the licensing, I think it was $4 20, something like that.

Amelia Reinecke: So that’s really the cheap. then we’ve got fundraising Performance dashboard. Now this is powered by Power bi and this will allow you to gain insights into the effect effectiveness of your fundraising activities. and it’s actually quite, quite interesting to see. Your, your funding, where it’s going, and manage, especially if there is recurrent, funding from individuals and manage that profile.

Amelia Reinecke: And then at one point you can actually integrate that with your ERP system, and things like that. So it’s quite flexible. Then we’ve got grant management. So if, this helps you to manage both your grants and your grant recipients, and, handle every step to from in the whole grant process, again, that’s powered by Power Acts.

Amelia Reinecke: and this will help you to build stronger support relationships to grow your funding. organizations that could use the above is Charit, charitable Trusts and foundations, community services providers in environmental groups. Conversation, Conservation groups, arts and cultures, museums, health and research charity.

Amelia Reinecke: So these are just a little bit of ideas of organizations that you have used, these model driven apps, for, in the past. And we can help you, work out your requirements. next slide please, Matt.

Amelia Reinecke: Now we are talking about the impactful program delivery. and in there we can see that we are now talking about volunteers, the management of them, the engagement of the volunteers, and then this, the, the volunteer center. Now, this is combination again of a bunch of different power, app components.

Amelia Reinecke: The volunteer management is, To, help you with tasks like finding volunteers, getting them, started keeping them engaged, tracking their progress. so, A data base where you can manage all of this. Then you can actually, work with them in what’s called the power up portal, which is the volunteer engagement, section of it where you can create, a profile, find opportunities, to help apply for them, and see details about their activities.

Amelia Reinecke: now that’s. First, the volunteer management sits on a power app. the volunteer engagement can be a portal, so you don’t have to have a bunch of, volunteers engaging with your app and, giving them access to the app. And that might cost you money. So you can give them a, a power portal. Or engagement, volunteer engagement portal where they can, get their activities and, and, and engage with you, around what they’ve done and, and what the next steps are.

Amelia Reinecke: and there’s different licensing for that, portal, which is a pay as you go if you like for unauthenticated users. then you’ve got volunteer, the volunteer center. So this is a template where we, in SharePoint. have a list of your volunteers. Easily find the, important updates. And this is actually the base that will show you what is happening in the Power App portal.

Amelia Reinecke: so just a little bit about that. organizations that are using, these impactful programs or companies or organizations for. health and social services, mental health, disability support, and we’ve, we’ve really worked closely with a bunch of non-for-profits within our team over the last couple of months around implementing, outcomes based,

Amelia Reinecke: Management, partner management systems. We’ll take you through an example in a minute. we’ve got some Power BI reporting going for some of our customers. Organizations like Education and Youth Services, youth Town, uh, the Dingle Foundation, organizations, organizations like that are, organizations that use, the volunteer management, engagement, business applications.

Amelia Reinecke: if we go to the next slide, Matt. there are, a few additional ones, which is the, the management of the, the volunteers. And again, that’s through, a template, to quickly create, a Microsoft team space where you can, Communicate and engage with your, with your volunteers, without actually, having a lot of people in your organization, in your Microsoft tenant.

Amelia Reinecke: the outcomes management, I’ve to spoken a little bit about that and we’ll use that as an example, a little bit later. But this is just, uh, uh, a, a, a business application where you can actually, Have the, if you are dealing with, services, manage the individual, receiving those services, the amount of services, reporting back to your funders on the services that you have, supplied to the community.

Amelia Reinecke: And then we have the program, impact dashboard. and that’s linking the fundraising and the program information. Together to better understand the results of the work and share clear reports about the impacts. and organizations that you’ve, that that’s used this in the past are, employment and training services like workforce deployment programs, environmental and conservation groups.

Amelia Reinecke: Like I said before, And charities, obviously that’s what we are talking about in non-for-profits, food banks, family and vi, domestic violence support services. red Cross, organizations like that have used these business application either the small, Power app or a combination of two of them into one, because it’s all built on Dataverse, it’s quite easy.

Amelia Reinecke: and a quite a stable base to extend and, and move with funding requirements based on your funders. the next slide we just talk about a little bit, sorry, Matt. If you don’t mind just flicking to the next. Thank you. and as we said before, this is, the bottom layer, which is the, it’s the landing zone really to make sure that, you set up the tools, getting the settings,

Amelia Reinecke: Ready, for a smooth, secure migration, into, or set up into Microsoft Azure, which makes your governance a little bit easier. make sure that you’re a secure, stable platform for Fuji growth.

Amelia Reinecke: Thanks. while preparing for the webinars, I came across this, report, which is the non-for-profit governance and performance study for 24 to 25. and it. It’s quite interesting because this is one of very few studies that is, focusing on, Asia specific. So it’s not a global report and it talks here about 19% of the non-for-profits report that a cybersecurity incident in the last, in the past year.

Amelia Reinecke: and that’s something to be really cognizant of. CAS has just put the link to the, to the report, for you to. To read if you like. but it just makes a little bit of sense to think about, where you are in your business transformation and what things to consider. making sure that the data that you have about the people that you either support or the volunteers that go out and, and help.

Amelia Reinecke: your food bank or any of those, types of activities, how secure is their data, and, and make sure that you don’t land on the front page of the Herald. Thanks, Matt, back

Irene Direnko-Smith: to you.

Irene Direnko-Smith: Sorry, start again.

Matt Bourne: Right. okay. So I wanted to spend a little bit of time and debunk a few myths and. Also cover over a few questions that I get asked a lot. now these questions they do apply to the, not-for-profit market, or the charity market, but they do also apply for small to medium businesses in New Zealand in general as well.

Matt Bourne: And so, one of the biggest questions I get is, what is data security and compliance? I mean in a simple, in a simple term, it is a set of standards and policies that you apply to your information around how you manage it, how you secure it, and it also covers off things like the what, compliance or standards you have to meet worldwide depending on what sort of information you have.

Matt Bourne: So for example, if you have medical information, you have to meet certain standards around that. If you work with, Customer information or end user information from the eu, then you have to meet GDPR standards. if you work with ones from Australia, then sometimes you have to meet Australian standards.

Matt Bourne: America is the same, so effectively all you are doing is it’s just putting those standards in policies in place and governing those to discuss with your end users or your staff about how you manage information and it stops information breaches. Now there is tools that can help with that. but I suppose the next big question is what standards do we need to meet Now there is a host of standards.

Matt Bourne: now if you wanna go further into this, I will get, if Cas can nicely put up in the chat the link to our previous webinar, which is around data and governance. and we do cover off off quite a bit of this in there and we talk about Microsoft Purview. So Microsoft Purview is Microsoft’s. management for policies.

Matt Bourne: It allows for your, your team to look after and, monitor the compliance of your standards, that have been applied in your business.

Matt Bourne: What could happen if you don’t have good policy security and standards in place then? As Amelia was just mentioning, you can end up on the front page. There is a lot of issues over in America at the moment. obviously it’s America, so you know, we’re not quite the same over here. Thankfully, we don’t sue for everything that comes up, but there has been quite a lot of issues around, privacy breaches and it’s not actually, the breach is bad.

Matt Bourne: We obviously don’t like breaches, but it’s the damage, the reputation of your company. That’s the worst thing because then what happens is your end users or your clients, they lose confidence in the fact that you are keeping their data safe. So how can Microsoft help? as I mentioned, thank you Cass.

Matt Bourne: She’s put up the, link for our governance webinar and in that we do talk a lot more about Microsoft Purview. we also talk about a little bit around some of the security stacks and we talk about, the Microsoft Business Premium license and the benefits you get around that. So all three of those together, they do help make up your compliance and security standards.

Matt Bourne: These are really important. As we go into the next one as to why should I invest our money into this? Now, I’m very aware that not-for-profits in general, they have to be very careful where they spend their money. a lot of them get money from grants, or it could be from the government or it could be from donations.

Matt Bourne: Now we all like to know that this money’s going to the right causes. Now, as part of that though. Sometimes the right cause could be looking internally at how you protect that information that you have. some really good examples of this. If you work in the medical field or you work with, if you work with customers that have, you know, critical events in their life, or it could be things around,

Matt Bourne: You know, mental health or anything like that, then those sort of topics are really incredibly sensitive. And so if that information was to get out, into the wild, it could have drastic effects, not only for your customers, or the people you are trying to support, but it can also have drastic effects for your.

Matt Bourne: Overall business because then suddenly everyone else is looking and going, well, why were you not protecting this? So it is definitely worth investing money into it, and it is worth looking at. we are more than happy to come out and help and do a bit of an audit, help you and give you some advice as to what you can put in place and how these things can help.

Matt Bourne: This is one I hear quite a lot. And do we even have sensitive data or what is sensitive data? So for example, if you have someone logged in your system and there’s information there and there they, let’s say you have Matt. Now that by itself is not sensitive having a first name. But then if you had Matt born and then date of birth.

Matt Bourne: That suddenly starts becoming sensitive. And then you may have things in there like, Matt born date of birth, medical history or address or credit card information, or any other aspect around a personal thing. There’s also your, staff information. Could be around their emergency contacts. It could be their, their contract with the business could be their pay rates.

Matt Bourne: These are all sensitive types of information. The other big one for a lot of not-for-profits would be their charity information. So where they get donations from, who’s donated. Now, that can also be quite sensitive. So as Amelia was mentioned earlier, there is a lot of tool sets that their team can help with to help secure this information and also make it more manageable.

Matt Bourne: This one here is probably the biggest one I get. And this doesn’t just apply to not-for-profits. It also applies to New Zealand businesses in general and to Australian ones as well, to a, to a certain degree, but. One of the big things I hear a lot is, you know, not only we are too small as in the company, but New Zealand, we are too small.

Matt Bourne: We don’t need to worry. No one’s going to attack us, unfortunately, with the rate that the internet has grown. So if you’d said that 20 years ago, I probably would’ve said, yeah, I mean, you. Yeah, that’s fair. Okay. But now to someone who’s sitting behind a screen in some of the country, I’m not going to list them out ’cause I don’t want to slag any countries off.

Matt Bourne: Um, but. You know, someone’s sitting there with the speed of the internet. Now, it doesn’t matter whether your business is in America, it’s in Australia, it’s in New Zealand, it’s in, you know, Alaska. It doesn’t make any difference to them. They can access that information in less than a second. So whether you are a hundred meters down the road or on the other side of the globe, it doesn’t actually matter If they want to get in and they want to do damage.

Matt Bourne: They can find a way. So what we want to do is we wanna make sure that we put enough roadblocks in. That we can make it so we deter them. The best example I always used to give is that if you, if you’ve got a, let’s say someone wants to rob a house and they go up to one house and they look at it and go, oh, that looks really nice, but that house has got an alarm on it and it’s got big dead bolts on the doors.

Matt Bourne: That’s going to be effort. And then the house next door has no alarm and the doors are unlocked. Now why they might not get as much stuff from it. It’s a much easier target. So that’s what they go for. So what we’re trying to do is we’re trying to, we’re trying to deter them. Now we, we can’t always stop them, but we want to try and deter them as much as we can, so they don’t even try.

Matt Bourne: So that’s the idea of having good data security and compliance is trying to deter people from even trying to attack now. These stats here are not solely based on not-for-profit like Amelia’s ones are, these ones are actually worldwide. And one thing I forgot to mention on Amelia’s slide before, so who one had 19%, but the one big aspect around, that slide is that if I just go back to it quickly, just go back.

Matt Bourne: So this one here, uh, one of the big words here is that not-for-profits reported 19%. So reported means that the number is going to be much larger than, than that in reality. ’cause a lot of businesses don’t report this information, and I understand why. But what it means is that we, we don’t get good information because a lot of businesses don’t report it.

Matt Bourne: Now, this one here, so. 83% of organizations will experience more than one data breach in their lifetime. Having worked in tech now for now on 20 years, I fully believe that stat. I know a lot of businesses, who have been breached, and that’s just in the world that I’ve worked in. So, and obviously we hear about all the big bad ones, but it’s all the little ones that go unnoticed.

Matt Bourne: And the other thing is, is that if you are not monitoring for information to see what’s going on, then you don’t know if you’ve been breached. So that’s also a risk as well.

Matt Bourne: I just wanted to touch quickly on this slide. I’m not going to go too deep into it. So on this slide here, as you’ll notice we’ve got, this is just talking about that, multifactor authentication I was mentioning earlier. So this is your Microsoft Enter id, and what this allows for is, allows for you to protect the information in your environment by requiring multiple things when you connect.

Matt Bourne: So. It’ll pop up on your phone and it’ll say, are you connecting from this location? Is this you? And so it just creates that protection aspect. And this is at the base end of security, and it’s something I a hundred percent recommend that every business has in place. So if you don’t, please reach out to us so we can have a chat and we can see if we can help you get this in implemented.

Matt Bourne: Right. I couldn’t do a Microsoft event without talking about copilot. ’cause it would just need, this day and age would be a little bit criminal to be fair. so obviously we have Microsoft copilot. We’ve got multiple versions of it. We did do a really nice co-pilot, webinar, which I’m sure CAS will lovely put in the chat for us.

Matt Bourne: Uh, this one here was around not only co-pilot for productivity and AI for productivity, but also around AI for organizational productivity as well. So we split it into personal productivity and organizational, and both Amelia and I presented on that as well. It was a really good one and I do do some demos in there.

Matt Bourne: The demos do cover over some of the personal productivity and some of the things you can do with it that a lot of people just aren’t aware of. And so obviously I focus on that one very heavily on the paid copilot, and there’s a lot of, a lot of ways you can utilize it and get the best out of it.

Matt Bourne: Right before we finish up, we wanted to do a bit of a story time. So storytimes are always fun. So we wanted to talk about a business that we have done some work for, and this was a not-for-profit business. And they had multitude of problems. So first up, how, how did we start? So we went for an RFP with this business.

Matt Bourne: They went out to market. They wanted a new company to help them. They weren’t very happy with their current provider. their current provider wasn’t giving them any direction, and they didn’t, they didn’t show them how they could proceed with them in the Fuji. So they went out to market. And Fujifilm and CodeBlue went for the RFP and we won it.

Matt Bourne: So one of the first things we then did was we went and worked with them to really understand their business. Understanding their business is really important because if we don’t understand their business, then we exactly how to help them, because while businesses are in general, they have a lot of.

Matt Bourne: Similarities between them. If we don’t completely understand what that business is trying to achieve, we could give them misinformation or the wrong information. And this particular business, it had 35 staff in the office. also had 700 staff around the country. And I think Emilio was saying about 200 houses.

Matt Bourne: They also monitor and manage as well. Yeah.

Amelia Reinecke: Over 200 houses that they have, laptops or desktops in the. Yep.

Matt Bourne: So as you’ll see on the screen, they had some pretty big issues. So they had multiple vendors. And having multiple vendors means you get a lot of this, oh, it was their fault. No, it’s their fault.

Matt Bourne: No, it’s their fault. And that happens a lot. One of the other big ones is, is during COVID they did a rushed migration. this was quite common around that time for businesses that were on quite old hardware. So they did a really rushed migration. Their devices were all in work groups, meaning they weren’t centrally managed.

Matt Bourne: so when we say not domain joined, what it means is that they’re, they basically weren’t part of the organizational as a device. They were just effectively a whole bunch of. Devices sitting out there that weren’t actually very well managed. There was no best practice or security standards in place. And when someone was, you know, when they were onboarded as a customer to us, we discovered that they actually had almost no documentation across any of their environment.

Matt Bourne: And there was no consistency. So one device was set up this way and another device was set up this way. And of course, lots of issues. So. Right off the bat. Straight away. The first thing our team did was they went, they went through and they sat down and they documented everything. So they went through all their processes, they went through all the different parts of their environment, how emails were set up, how new users were onboarded, and they documented it all from day one.

Matt Bourne: And this was really important ’cause it allowed our service desk to start, being able to support that team. We then also put in some base best PO best policy practices and some governance just to really help, get through, so we could get through and start working on the Fuji of this company.

Matt Bourne: One of the other big things that we did, and this was this really led from the documentation, was we worked and collaborated with the internal teams. so they had an internal team of two who before we came on board, would just run off their feet. They were putting out fires left, right, and center.

Matt Bourne: They actually couldn’t get any of their. Job done. So what we did was we worked with them to really reduce their noise, to allow ’em to focus on the things they needed to focus on and let our services take over all that. I need my password reset. Hey, I can’t log in. My email’s not working. So we took away all that noise.

Matt Bourne: The next big thing is we actually presented a roadmap, to their board. Now it says on the same screen that it was a tech roadmap. So we did a full technology roadmap. and as part of this, what we really did was we wanted to articulate to them the value of it and how they can get the most out of it.

Matt Bourne: The other big thing is, is that we showed them how we could align their technology to their. Their goals, their company goals, but also their values and and their, their vision. So these were really important to them and it was something we wanted to align with. So we just worked with their board and we worked through and we explained why.

Matt Bourne: And after we went through and we showed the value of this, they really, they’ve got a hundred percent behind us and they greenlit for us to go ahead and start doing some of these projects that came off this. So what do we do first? So we are partway through this transition process with this customer. and there’s still a few more things to do, but we’ve, we’ve nailed some of the big ones.

Matt Bourne: So one of the first things we did was we standardized all the devices. So we upgraded them to a Microsoft 3, 6, 5 business premium plan. So this allowed them to have access to governance and the intune management tools and the security. So when we upgraded them, what what allowed us to do is we allowed us to standardize all the devices using Microsoft Intune.

Matt Bourne: So what that meant was that all their devices were built the same way. we could remotely lock a device if it was stolen or if it was lost, we could wipe it remotely as well. So it meant that information couldn’t get out. We also encrypted all the devices so that every device was encrypted. From the get go as soon as it was built, it was straight away, it was encrypted before it got any information on it.

Matt Bourne: The next big thing is we rolled out, the Fujifilm code, blue Security stack across their environment. So there’s a stack of security. one of the big things around Microsoft 3 6 5 and moving to the cloud is in the past you would’ve had a, if you think of a, a fence around your house. And you have a lock on your front gate.

Matt Bourne: So that’s a little bit like what a, a firewall is, which is what things would’ve been like in the past. You’ve got this one entry point. If they can get through that, then they have access to everything. When you go to the cloud, we want to layer that security. So instead of just having a lock on the gate, we’ve then also got deadbolts on the doors.

Matt Bourne: We’ve got an alarm system. We’ve got cameras. We’ve got sensors around the yard. We’ve got locks on the windows. We’ve got double glazed windows with armor piercing. You know, on the windows, we want to put as many layers as we can to really deter people and stop them from getting in. They get past one, they hit another layer straight away.

Matt Bourne: If they get past that, they hit another layer straight away, and the idea is just to stack that security on as much as we can, but. At the same time, making it simple and easy for our staff to use it, which is where that conditional access comes in. So we can say, Hey, confirm who you are. And then it uses things like, oh, I can see you’re coming from this particular address, right?

Matt Bourne: You connect from here regularly. Great. I can see you’re coming from this device. Okay, I trust that device. That’s great. But then we’ll also look at things like, if you’ve just connected from Hamilton and then five minutes later you try and connect from India. It’ll go, Hmm, this one doesn’t seem quite right.

Matt Bourne: So it’ll block that connection. And so we’ll look at all those sort of aspects. And the last thing we did before, we brought in our lovely process automation team as well. We, went through and we tackled their document management, solution they had, which was kind of non-existent. They had done a bit of a lift and shift move from on-premise to the cloud.

Matt Bourne: Unfortunately doing that, you end up with quite an inconsistent environment. So we redesigned and worked through all of that with them to give them a document management system, which was actually suitable for what they needed. Now, what this did was it allowed for Amelia’s team to come in and start working and build on top of that.

Amelia Reinecke: Yeah, and that’s where we stepped in. So, we looked at what they were currently using, which was basically SharePoint with a bunch of SharePoint lists. this, the data was semi-structured. but it was, quite time consuming to compile the funding, reporting back to their funders, getting notifications if, severe incidents has happened.

Amelia Reinecke: a lot of those things were, were a lot of phone calls. Or teams messages and things like that. So what we’ve done is we went in, we, created a proof of concept, because this was quite a big change, organizational change for them to understand how the Dynamics 3 6 5 Model driven Act will work for them.

Amelia Reinecke: Created a proof of concept. needless to say they loved it. And then we went in and built a full partner management system. and as Matt mentioned before, we have information about NHI numbers. We have information about their health and safety with information about, their, Their disabilities. we have just incredible amounts of data about these individuals.

Amelia Reinecke: And to have that in a, in a not secure environment was just not. Possible. so everything that matters talked about. If we go back to some of the, the, one of the previous slides where we had the Securus sustainable, platform, all of that was done as step one and step two is getting the business applications in place so that they can then do what they really need to get going and where they know what they do.

Amelia Reinecke: So, look after disabled people. the full partner management system was, built on a model driven app, but we’ve extended that, quite extensively to look at incident management health and safety plans. shift notes, goals for each of the individual partners for them to live their best life.

Amelia Reinecke: and we, we, going into UAT in a couple of weeks, and we’ve worked with the, management team. And, like, the CodeBlue team who’s gone in and did a technical review and a roadmap, we have gone in and did a business application review and roadmap. And, we have a couple of, workloads that we working on for Fuji phases, which is, health and safety.

Amelia Reinecke: Management system for both the partners and the staff. incident management, and if the incident was with, with a, a partner or with a staff member, and then the. The, avenue in which that needs to go, and the reporting and the, notifications and the, all of those things. we are looking at a portal where the can log in and review or see certain information that they happy to share with the wau.

Amelia Reinecke: and all of the, these things are things that we are doing that this organization, I guess. we’re not even thinking about of what is possible for them to, to do with, with, with their new, digital transformation process. so just a little bit about them. we haven’t mentioned who they are, but, just an example, of what we have done, for customers.

Amelia Reinecke: I would say about eight months. cool. Cool. Next slide, Matt.

Matt Bourne: Right. So. How can our team help? So we just wanted to give a bit of an overview, just a high level. So we have, we, today we’re focusing on our Microsoft Cloud consultants and also our Power app and Dynamics consultants. So, one side you’ve got obviously your whole cloud environment and the other side’s more around your end, your apps and your business applications.

Matt Bourne: On the Microsoft Cloud side, we can help with the Microsoft licensing, and grant support. We can also help with data governance compliance strategies. We can help with audits. If you’ve got AI that you’d like to look at implementing or you’d like to discuss further, and then if we, if you need us to look at things like security, your data security or your compliance security, please have come and have a chat to us if you reach out, or if you just give feedback at the end and you let us know that you’d like us to reach out to you, we’re more than happy to come and have a conversation or potentially set up a demo, that looks at your actual requirements and needs.

Amelia Reinecke: Yeah, and from a, from a power platform or dynamics consulting point of view, we can come and, have a discussion with you. do a demo of, any of the. Model driven apps, or the power apps or the portals that we’ve discussed. earlier today, we’ve already have one person who asked for a demo, which is great.

Amelia Reinecke: Thank you so much. And then we can work with you to look at what your vision is. if that is fundraising and grant management, volunteer management, outcome management. It it, as I said before, it. You don’t have to fall into just one category. Because we are working on a common data model or dataverse, we are, it’s quite easy to, interchange, components of these model driven apps into each other.

Amelia Reinecke: and add Power BI portals, all of those, really cool, components to, to your vision. we can also come in and help you with your architecture design from a, from a business application point of view and where you might need, integration between your ERP systems or any of your other applications that you are running.

Amelia Reinecke: and we can also come and do some solu solution reviews. cool. So we are definitely here to help where we can.

Matt Bourne: Yep. So I’m just going to, flick over. We’ve got, so we had a couple of people in the chat asking, about demos. one of the big things I would say is that. As every organization is slightly unique, and what your requirements are.

Matt Bourne: If you would like us to come out and do a demo for you, could be myself, Amelia, or one of our team members, we are happy to come out and do that. Just if you reach out and let us know that you’d like us to reach out to you and we can come out and we can give you a demo on the aspects that are relevant to your business.

Matt Bourne: We can also, one of the other questions that came out was how to start on a roadmap. how can a non-profit organization create a technology roadmap? So, this, this process is probably not unique to, not-for-profit organizations. The, probably the biggest thing around it is making sure that, you know, you have an understanding of where you are today.

Matt Bourne: What your goal is in the Fuji, and this is not necessarily around technology. This is your business goal. And then what happens is if you get someone like one of our consultants to come in and they can sit down with you and they can make your technology work for you to get from where you are today to where you would like to be and you’d like your, your business to be in the Fuji.

Matt Bourne: The problem I see a lot at the moment is companies will try and put the technology in and then wrap their business around it as opposed to having their business goals and having the technology work for them along the way. And I think that’s probably one of the most important things I would say, is make your technology work for you if you are having to change the technology to.

Matt Bourne: Work for your business, then you’re using the wrong technology. It’s probably the simplest thing. I see it with applications all the time, where a company will, they’ll get an application off the shelf and they will spend months and months and months and modify 60% of the application to make it work for them.

Matt Bourne: That can cause effects because obviously next time the application’s updated, you’ve then gotta spend months fixing all the changes that have happened with that update. So I normally have a rule that if a application does, if you have to change more than 20% of the application, then it’s the wrong application and a road technology roadmap’s the same.

Matt Bourne: If you are, if it’s not meeting what you need, then that can be your issue. Right. I will hand back over

Irene Direnko-Smith: to Irene to finish us off. Thank you very much. Matt and Amelia. Thank you, very much to all the customers who dialed in today. We hope it was very useful. We’d love to hear your feedback. And if you can scan the QR code, on the screen or there is a link that will be in the chat as well for you.

Irene Direnko-Smith: you can go in a draw to win $100 press card. We just need your feedback to be submitted before the 31st of July, 5:00 PM. And then on the next slide, our next upcoming webinar is, cybersecurity Governance. this one actually has a very high focus on non-for-profit as well as it talks around, some of the medical organizations and their governance approach.

Irene Direnko-Smith: And in particular the aspects of cybersecurity and what the boards and the executives of the organization should be aware of. Very useful. so we do encourage you to register and attend if you, if you can. and with that, I think thank you very much for attending. It was lovely to host the webinar this morning, and we hope you’ll stay tuned for the next one from our teams.

Irene Direnko-Smith: Thank you guys. Thanks everybody. Thank you.