Microsoft Cloud for Nonprofit Data Migration: 1-wk Assessment

RSM Product Sales LLC

RSM’s official Nonprofit (NFP) Common Data Model and Data Strategy Solution Assessment for Microsoft Cloud for Nonprofit (MC4N) and Fundraising & Engagement (F&E)

RSM approaches Nonprofit clients holistically to enable them to achieve their mission using a combination of Microsoft technologies, organizational change, and deep industry expertise. Our differentiator is the ability to deliver all aspects of the Microsoft stack throughout a digital transformation process starting with a deep-dive assessment and strategic roadmap. Understanding the Nonprofit mission, we then address all aspects from fundraising to operations to financial management to analytics, based on a foundation of Azure-based security and business continuity. Our team understands the offices of the CFO, COO, and CIO and uses our unique "Power of Being Understood" methodology to jointly deliver real change.


Day 1

    • Kick off
    • Review high level data sources
    • Deep dive on data sources

Day 2

    • Mapping sessions

Day 3

    • Document mapping

Day 4

    • Development of presentation


    • Prep for presentation
    • Executive Summary

Core Activities:

  • 90 Minute Discovery Call to review existing data sources
  • Partner Data source Review
  • Review Current Data Estate Findings
  • Educate on the NFP Common Data Model
  • Dataverse, Data Warehouse and Understanding the best data Strategy
  • Data Strategy Presentation back to NFP


  • Data Strategy Presentation and costings for Data migration

*Pricing will vary based on project scope