Donor and membership management for a nonprofit
A shared view of donors, members and their activities
The challenge
One person can support a nonprofit as a donor, a member and a volunteer. The organisation wanted its teams to see those relationships together and manage donations, memberships and events from a common set of records.
The approach
Smart Source designed a solution on Microsoft Power Platform with Dataverse as the shared database. The proposal paired Power Apps for staff with self-service portals for donors and members. It covered donation capture and receipting, membership applications and renewals, and campaign and event registration.
What the design supports
With records linked to the same contact, staff could see a person's involvement across programmes and use the same data to report on donations, membership renewals and event participation. Members would be able to manage renewals through the portal.
Visit and stock management for a nursing home
Managing resident visits and stock requests
The challenge
The nursing home needed to coordinate visits around resident availability and manage stock requests that pass through department and store teams. Staff needed to see which bookings were confirmed and which requests were awaiting action.
The approach
The visitor management system gives staff a workflow for booking standard and special visits, confirming arrangements, and changing or cancelling bookings. A visitation dashboard and filtered reports help staff review upcoming bookings and visit activity.
The stock management system tracks stock coming in and requests going out. Requests pass through department and store approval, with support for partial approvals and a record of what was received. The system generates replenishment alerts when an item reaches its configured threshold.
What staff can see
Staff can review visit activity, trace stock movements and examine stock requests or depletion by department. The wider digital transformation proposal also covered donor and volunteer management.
Digital planning for a children's services organisation
A digital blueprint for coordinating children's services
The challenge
The organisation wanted a more consistent way for teams across its services to record beneficiary information and share relevant details when a child moved between programmes. It also needed better reporting for its teams and funders.
The approach
Smart Source scoped the work in phases. The first step was to review existing systems and work with staff to identify what each team needed to collect and report. The scope then set out a digital blueprint and a roadmap for connected applications, including client and case management, donor and volunteer management, and shared reporting.
What the blueprint was designed to support
The roadmap gave the organisation a way to prioritise systems around how its teams work. Shared records were intended to reduce duplicate entry during handovers, while reporting tools would help teams monitor programme activity and prepare information for funders.
