Common Challenges We See

Many non-profits recognise the potential of AI, but are unsure where to start or how to turn it into a practical organisational capability. Combined with fragmented data and limited resources, this makes it difficult to identify the right foundations, priorities and use cases that will deliver meaningful impact.

  • Data is spread across multiple systems and spreadsheets

     

    Information is often stored across fundraising, finance, CRM, service delivery and Microsoft 365 platforms, making it difficult to create a single, reliable view of organisational performance

  • Reporting is manual, time-consuming and difficult to trust

     

    Teams spend significant time collecting, validating and consolidating data, often relying on spreadsheets and processes that can introduce errors and inconsistencies

  • Leadership struggles to gain clear insight into performance

     

    Without trusted reporting and accessible dashboards, decision-makers can find it challenging to measure impact, monitor performance and plan with confidence.

  • Teams lack resource and capacity to prioritise data and AI

     

    Valuable insight exists within the organisation, but limited capacity and specialist expertise can prevent teams from identifying trends, opportunities and risks.

  • There is no clear roadmap for becoming a more data-driven organisation

     

    Teams often know improvements are needed but lack a structured plan to prioritise investments, improve maturity and achieve measurable outcomes.

  • AI feels exciting but it's unclear where to start or what do to

     

    Many organisations recognise the potential of AI but are unsure which use cases will deliver value, what data foundations are required and how to adopt it responsibly.

Our Connected Approach to Data, AI & BI

DISCOVER & CLARIFY

Data readiness

Understand where your data lives, how it is used and where the biggest opportunities and risks exist. Through our Data Audit, we assess data quality, governance, reporting maturity and AI readiness to create a clear roadmap for improvement.

 

  • Discover where data is stored, who owns it and how information flows across your organisation.
  • Identify sensitive data, access issues and compliance risks that could impact security and operations.
  • Evaluate readiness for reporting, automation and AI initiatives based on real data conditions.
  • Deliver a prioritised roadmap of recommendations and quick wins to support future investment and transformation

 

ENABLE & IMPROVE

Create a Trusted Single Source of Truth

Strengthen the foundations that support reporting, automation and AI. We help organisations improve data quality, integrate systems, establish governance processes and create a trusted single source of truth. We can support you to:

 

  • Improve data quality and consistency across systems to increase trust in reporting and decision-making.
  • Establish data governance processes, ownership and controls to support compliance and reduce risk.
  • Create a single source of truth that delivers reliable, organisation-wide insight.
  • Build the foundations needed to support advanced analytics, automation and AI initiatives.

 

 

DELIVER & SCALE

Turn Insight Into Action and Value

Turn insight into action through Business Intelligence, automation and AI-enabled solutions. From Power BI dashboards to AI use cases, we help organisations realise measurable value from their data by:

 

  • Deliver interactive dashboards and insights that help teams make faster, more informed decisions.
  • Identify and implement AI use cases that improve productivity, efficiency and organisational impact.
  • Reduce manual effort through automation and streamlined business processes.
  • Enable teams to turn data into measurable outcomes through Business Intelligence, AI and analytics

 

 

The ForGood.Tech Data & AI Service Modules

Readiness & Training​

Build organisational confidence and capability in AI through structured readiness and education. Ensure your organisation gains a high-level understanding of AI opportunities, supported by a tailored AI toolkit and access to a collaborative community space. Together, these resources help turn awareness into action, enabling your organisation to explore, adopt, and scale AI with greater confidence.

Data Audit

Gain a clear understanding of your data landscape by identifying where data is stored, what information exists, and who is responsible for it. We map systems, data flows, and integration gaps, governance, and reporting maturity, and identify potential risks including sensitive data exposure and access issues. We help define practical AI opportunities and evaluate your readiness to adopt AI in a way that is secure and effective.

Data Warehouse

Establish a single, trusted view of your data with a secure and scalable data platform. Connect fragmented systems, improve reporting, and create a strong foundation for data-driven decision making. Through a structured approach covering audit, design, security, and governance, we deliver automated data pipelines, streamlined data management, and clear data definitions that support long-term growth and AI readiness.

Data, AI, BI Products

Accelerate the value you get from data, AI, and business intelligence by delivering solutions designed around specific organisational challenges and user needs. We help identify, develop, and implement high-impact use cases, from AI agents to advanced dashboards and insights. The result is practical, outcome-focused products that improve decision-making, increase efficiency, and unlock greater value from your data.

Find Out More

Discover how ForGood.Tech can help you transform Data and AI for your non-profit. 

Get in touch

Mark Green

Digital Transformation Manager

Scripture Union
Testimonials_SU

“In upgrading our CRM, we knew we had some standard needs common to other charities, such as integrating with JustGiving and GoDonate, but equally we had some requirements and business processes that are unique to SU, including the way we want to positively engage and thank our donors.”

Neil Chawla

Operations Director

In Kind Direct
Testimonials_InKindDirect

“ForGood.Tech are truly on a journey with In Kind Direct and they help us make the most of our systems. It is a mutually beneficial partnership.”

Henrik Krøgh Andersen

SMB Sales Lead, Business Applications

Elevate - Microsoft
Testimonials_MS_Elevate

“Partnering with ForGood.Tech is pivotal in accelerating mission outcomes for non-profits. Their expertise in Business Central, Customer Engagement, and the Power Platform for integrating data has proven to drive impactful results and foster innovation in the nonprofit industry.”

ForGood.Tech Services to Support Your Fundraising Solution

Implementation

Get the best Microsoft Dynamics 365 solution for your non-profit with our train-first approach. You’ll discover Dynamics’ out-of-the-box potential, leaving behind the stress of spreadsheets and costly customisation. Get what you need today, then add more as you need it, for a smart, intuitive solution that works the way you do.

Changing Partners

Unlock Microsoft Dynamics 365’s full potential with the right partner. ForGood.Tech brings you 20+ years’ Microsoft expertise with 100% non-profit focus to do just that. Partial VAT, Gift Aid challenges, reserve funds? We get it. SORP changes or Charity Commission updates? We’re on it. The bonus? Everything we do benefits your sector.

Support

Enjoy expert, world-class, ISO 9001 and 27001-certified Microsoft Dynamics support for your charity delivered by non-profit specialists. At ForGood.Tech we speak your language — you won’t waste time explaining Gift Aid issues or fund accounting challenges, we get it.

Case Studies

Case Study

Scripture Union wanted a partner that could support their aim for digital transformation.

5 Minute Read

After a successful tender process, ForGood.Tech were invited to contract with Scripture Union (SU) to deliver the new CRM system using Microsoft Dynamics 365 and ForGood.Tech’s …

Case Study

In Kind Direct wanted to stay with Microsoft but were looking for a new partner.

3 Minute Read

Their previous partner had merged with a large London firm whose market outlook is not focused on the non-profit market so it made sense to In Kind Direct to look for a match in values elsewhere.

Case Study

The Welsh Parliament needed an expenses solution integrated to their existing Dynamics NAV system.

2 Minute Read

Having been a customer of ForGood.Tech for some time, an understanding of their business needs was already established.

An aerial view of the inside of the Welsh Parliament building showing several rows of seating with computers.