Meet the Presenters
On-Demand Webcast: From Manual to Managed - How to Streamline Non-Profit Case Management with Automation and Practical AI
Watch Now
Video Navigation
- 00:00 - Welcome and Housekeeping
- 01:43 - Introduction to Microsoft Elevate
- 15:58 - About HSO: A Global, Award-Winning Microsoft Partner
- 18:28 - Demo: Copilot Studio & Agentic CRM - Transforming Non-Profit Case Management
- 51:42 - Next Steps
- 53:19 - Questions & Answers
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.
Mike Olson | Partner Solution Sales Manager | Microsoft
Mike Olson is a Partner Solution Sales Manager at Microsoft based in Atlanta, where he drives non-profit and education partner engagement across AI Business Solutions. He aligns co-sellers and partners to scale offerings, bridging technical capabilities with business goals to prioritize pipeline and remove success blockers for mission‑driven organizations.
Tony Zhang | Enterprise Architect | HSO
Tony is an Enterprise Architect based in Atlanta, GA with deep expertise in Microsoft Dynamics from CRM 4.0 to Dynamics 365 and AI-driven solutions. He specializes in designing and delivering Dynamics 365, Power Platform, and AI-enabled architectures for non-profit and public sector organizations.
Emma Porlier | Marketing Specialist | HSO
Emma Porlier is a Marketing Specialist at HSO based in Toronto, focused on driving business growth with data‑driven marketing. She leads AI‑focused campaigns and webinars that align Microsoft Business Applications with customer goals and measurable outcomes.
Explore More Resources for Non-Profits