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On-Demand Webcast: From Manual to Managed - How to Streamline Non-Profit Case Management with Automation and Practical AI
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Video Navigation
- 00:05 - Welcome & Opening Remarks
- 1:15 - Introduction to HSO
- 2:59 - Introduction to Microsoft Elevate
- 05:52 - Non-Profit Challenges & Opportunities
- 12:55 - Demo: Microsoft D365 Customer Insights
- 42:04 - Closing & Next Steps
To watch the recording in full screen mode, click on the icon in the lower right corner of the presentation after the video begins.
Streamline Non-Profit Case Management with Automation and Practical AI
Non-profits are under pressure to manage growing caseloads, meet compliance requirements, and deliver timely support—all with limited staff and budgets. Manual processes slow everything down. That’s where automation comes in.
In this on-demand webcast, we’ll show you how to simplify case management today - and how AI could amplify those gains by reducing admin time and helping you respond faster.
You’ll see how to:
- Streamline intake and triage: Automate how cases enter your system, assign them to the right team, and track progress—so nothing falls through the cracks.
- Centralize case information: Build a single view of client history, assessments, and referrals to eliminate duplicate data entry and improve collaboration.
- Extend your reach with self-service: Enable secure portals for referrals and updates, reducing call volume and freeing staff for higher-value work.
- Explore what’s possible with AI: Imagine tools that summarize case notes, suggest next steps, and help prioritize urgent cases. We’ll show where these capabilities fit and how to start planning for them now.