Charities & Non-Profit · UK
Microsoft Power Platform for UK Charities & Non-Profits
Charities get substantial Microsoft licensing at discounted or granted rates and rarely use more than email and Teams. That leaves a capable platform sitting unused while volunteer rotas, grant applications, and beneficiary records run on spreadsheets. We close that gap cost-effectively.
Volunteers
Recruitment and rotas
Grants
Application to reporting
Beneficiaries
Case and outcome tracking
Fundraising BI
Income and donor insight
The Problem
Challenges We See Across Charities & Non-Profit
The patterns below come up in almost every charities & non-profit conversation we have. If two or more sound familiar, there is usually a quick win available.
Everything runs on spreadsheets and goodwill
Volunteer rotas, beneficiary records, and grant tracking in separate workbooks means no shared view, real data protection risk, and total dependence on whoever built them.
Impact reporting takes weeks to assemble
Funders want outcome evidence. If that means someone spending a fortnight collating spreadsheets each quarter, reporting crowds out delivery.
No budget for enterprise software
Commercial CRM and case management pricing rarely fits a charity budget, so the need goes unmet rather than being solved differently.
Volunteer coordination by phone and text
Filling shifts, tracking training and DBS status, and keeping contact details current consumes coordinator time that should go to volunteers.
What We Build
Power Platform Solutions for Charities & Non-Profit
Built on Power Apps, Power Automate, Power BI, Copilot Studio, and Dataverse, inside your own Microsoft tenant.
Volunteer Management
Volunteer registration, DBS and training tracking, availability and shift self-service, and hours recording, with a Power Pages portal volunteers manage themselves.
Beneficiary & Case Management
Referral intake, assessment, support planning, and outcome recording in Dataverse with appropriate confidentiality and safeguarding controls.
Grant Application & Reporting
Pipeline tracking for funding applications, deadline reminders, restricted fund allocation, and automated collation of outcome data for funder reports.
Fundraising & Donor Insight
Power BI dashboards on income by source, campaign performance, regular giving retention, and Gift Aid position drawn from your existing systems.
Service Delivery Apps
Mobile apps for staff and volunteers in the field, visit records, food bank stock, distribution logs, and safeguarding concern reporting.
Licensing & Grant Optimisation
A review of what your Microsoft non-profit grant and discounted licensing already entitles you to, so you build on what you have before buying anything.
Typical Projects
Where Charities & Non-Profit Organisations Usually Start
Focused first projects that deliver a visible result quickly, then extend once the approach is proven.
Volunteer shift self-service
Volunteers view and claim available shifts through a portal, with automatic reminders and coordinator visibility of gaps.
Coordinator hours returned to frontline work
Outcome and impact tracking
Outcomes captured at each beneficiary interaction, aggregating automatically into funder-ready reports.
Impact reports produced in hours
Funding bid pipeline
Every opportunity tracked with deadlines, owners, values, and decision outcomes, with reminders ahead of submission dates.
Fewer missed funding deadlines
Safeguarding concern reporting
Staff and volunteers raise concerns through a controlled form routed immediately to the designated safeguarding lead.
Concerns logged, escalated, and evidenced
Governance
Compliance & Data Considerations
Everything we build runs inside your own Microsoft 365 tenant, under the controls you already operate.
Safeguarding and confidentiality
Beneficiary records protected with role and field-level security, restricted visibility for sensitive cases, and clear escalation to designated leads.
GDPR and consent management
Consent captured and versioned per contact, retention rules applied to beneficiary and supporter data, and subject access supported by full audit history.
Charity Commission accountability
Restricted fund tracking, trustee reporting, and decision audit trails that stand up to independent examination and Commission scrutiny.
Related Case Studies
Power Platform for Charities & Non-Profit: Frequently Asked Questions
Common questions from UK charities & non-profit organisations considering Microsoft Power Platform.
Start the Conversation
Talk to Someone Who Knows Charities & Non-Profit
Book a free consultation. We will look at the process causing you the most pain, tell you honestly whether Power Platform is the right answer, and scope it if it is.
