Digital Solutions for Associations & NGOs
Member Management, Events and Engagement Platforms
We help associations and NGOs inspire and retain their members through modern self-service portals, efficient event management and data-driven engagement strategies.
Typical situations we see in this industry
The first step is not the technology choice. It is recognizing where processes, data and responsibilities create friction.
Member portals with login, profile and self-service
Digital applications, forms and case/ticket processes
Knowledge platforms and chatbots for recurring questions
What We Often See
These topics are not meant as a checklist to solve at once. They help identify where an assessment or first pilot should focus.
Fragmented Member Data
Member data is scattered across Excel, email and various tools, leading to data inconsistencies and inefficient management.
Manual Event Organization
Courses, seminars and events are organized manually with high coordination effort and lacking self-service for participants.
Low Member Engagement
Missing digital engagement tools lead to passive members and make communication and activation difficult.
Possible Solution Approaches
Focused on typical situations in Associations & NGOs. We start with a small number of high-impact workflows and expand only when the foundation is clear.
Bring Member Data Together
Dynamics 365 & Dataverse
Structure profiles, memberships, roles and interactions in one place as a reliable base for service, communication and reporting.
Self-Service for Members and Teams
Power Pages & Power Apps
Portals and internal apps for requests, changes, documents and status inquiries, backed by clear responsibilities.
Structure Events, Courses and Communication
Dynamics 365 & Power Automate
Standardize bookings, confirmations, reminders and follow-ups so organizers and participants need less manual coordination.
Make Engagement Measurable
Power BI & Segmentation
Make member activity, interests and service volume visible so communication becomes more targeted and decisions more grounded.
Start focused, then scale what works
Depending on clarity, urgency and internal capacity, the right next step can be a short assessment, a focused pilot or a full implementation.
Possible Solution Building Blocks
These examples show what the solution landscape can include. In practice, we prioritize only what creates value for your current situation.
Intelligent Member Management
360° member profile in Dynamics 365
Automated fee management and invoicing
Member segmentation for targeted communication
History of all interactions and participations
Self-service portal for members
Event & Course Management
Online booking system with automatic confirmation
Resource and room planning
Participant management and check-in
Automatic reminders and follow-ups
Integration with Teams for online events
Engagement & Communication
Personalized email campaigns
Member community portal
Volunteer management and scheduling
Donation and fundraising management
Engagement analytics and dashboards
Microsoft technologies as building blocks
The platform is selected around process fit, security and integration needs, not as a product list to buy all at once.
Microsoft Dynamics 365
Dynamics 365 Sales - Member Acquisition
Dynamics 365 Marketing - Campaign Management
Dynamics 365 Customer Service - Member ServiceDynamics 365 Event Management - Event OrganizationPower Platform
Power Apps - Member Portal & Mobile Apps
Power Automate - Automated Workflows
Power BI - Engagement Analytics
Power Pages - Public Web PortalsMicrosoft 365
Microsoft Teams - Online Events and Meetings
SharePoint - Document and Knowledge ManagementWhat Improves Noticeably
Efficient member management with complete data transparency
Automated processes noticeably reduce administrative effort
Higher member satisfaction through self-service offerings
Professional event management with seamless participant experience
Data-driven insights for better engagement strategies
Scalable platform for growing membership numbers
References & Use Cases - Associations & NGOs
Successful projects speak for themselves
Canvas app, Customer Service and Power Page for the Stiftung Zürcher Kinder- und Jugendheime
The Stiftung Zürcher Kinder- und Jugendheime (ZKJ) received an integrated Microsoft platform combining a Canvas App, Dynamics 365 Customer Service and a Power Page. Business processes, cases and external communication are now centralised and auditable.
Dynamics 365 Nonprofit Accelerator and Business Central
Stiftung Andante in Winterthur received an integrated Microsoft platform based on the Dynamics 365 Nonprofit Accelerator and Business Central. Grants, donations, contacts and accounting are managed in a single end-to-end solution.
Dynamics 365 Project Operations for an SME in the social sector
ChangeKultur, a consultancy active in the social sector, needed a central solution for project, resource and engagement management. Microsoft Dynamics 365 Project Operations was introduced and tailored to the needs of an SME in a non-profit context.
Cloud Migration of Dynamics CRM
SVIT Schweiz, the Swiss Association of the Real Estate Industry, operated an outdated on-premises Dynamics CRM. The migration to the cloud was intended to enable flexibility, security, and modern features.
Centralized Member Management and Course Administration with Dynamics CRM and Power Platform
Angestellte Schweiz digitalized their member management and course organization with Microsoft Dynamics 365 and the Power Platform. All core processes were unified in a central environment.
Migration of an Access Application to the Power Platform
For AEROPERS, the union of Swiss International Air Lines pilots, an existing Microsoft Access application was migrated to the modern Power Platform. The solution now enables location-independent access and improved collaboration.
Contact & Initial Consultation
Let's discuss your challenges
Free Initial Consultation
In a free initial consultation, we identify the levers with the greatest benefit and outline a feasible path to implementation.
- Analysis of your current challenges
- Evaluation of solution approaches
- Roadmap for implementation
info@theiasolutions.ch
Phone
044 561 56 83
Address
Wasserwerkstrasse 2
8006 Zürich