You want to take advantage of Microsoft Power Platform to save time, reduce errors and improve efficiency in your Development office--but where to start? In this session, Nicole Holt will share her journey of automating repetitive tasks using Raiser's Edge NXT, Microsoft Power Automate, and Microsoft Office apps: from simple gift notification emails to complex project management workflows.
Power Platform integrations have changed the way Nicole approaches her work and greatly expanded her and her teams' ability to spend time on higher value tasks. She will share how she:
- Identifies pain points in development operations that represent opportunities for automation in areas like data quality, project management, donor segmentation, stewardship, and reporting
- Tests the effectiveness of new workflows
- Monitors and manages workflows from a central portal (and gets notifications when something goes wrong)
Nicole will discuss challenges, successes, and tips learned along the way--and how integrations with Raiser's Edge NXT provided a use case for broader use of Microsoft Power Platform at her organization.
