{"id":6697,"date":"2021-05-04T13:08:07","date_gmt":"2021-05-04T20:08:07","guid":{"rendered":"https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/?p=6697"},"modified":"2023-10-10T13:31:52","modified_gmt":"2023-10-10T20:31:52","slug":"transforming-how-organizations-sign-up-for-microsoft-nonprofit-offers","status":"publish","type":"post","link":"https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/transforming-how-organizations-sign-up-for-microsoft-nonprofit-offers\/","title":{"rendered":"Transforming how organizations sign up for Microsoft nonprofit offers"},"content":{"rendered":"<div class=\"m-alert f-error\" role=\"alert\">\n<div>\n<div class=\"c-glyph glyph-incident-triangle\" aria-label=\"Error message\"><\/div>\n<p class=\"c-paragraph\">This content has been archived, and while it was correct at time of publication, it may no longer be accurate or reflect the current situation at Microsoft.<\/p>\n<\/div>\n<\/div>\n<p>Placing Microsoft\u2019s technology in the hands of people who help others just got easier, thanks to a makeover of the Microsoft nonprofit offers process.<\/p>\n<p>Nonprofit organizations like Team Rubicon have been on the frontlines of the coronavirus response, mobilizing to help distribute vaccines in hard-to-reach communities. To coordinate the complex logistics of getting volunteers and vaccines out quickly where they\u2019re needed, the veteran-led disaster response organization has leveraged technology tools like Microsoft Cloud for Nonprofit and Microsoft Dynamics 365, which it obtained through Microsoft nonprofit offers that provide technology discounts and grants to people who need it most.<\/p>\n<p>\u201cCOVID-19 challenged Team Rubicon to flex and pivot in new ways as we expanded our capabilities to respond to the needs brought about by the pandemic,\u201d says Raj Kamachee, chief information officer at Team Rubicon. \u201cWe\u2019ve had to adapt and change how we approach our operations, and technology has been a huge part of that.\u201d<\/p>\n<p><a href=\"https:\/\/dynamics.microsoft.com\/\" target=\"_blank\" rel=\"noopener\">Microsoft Dynamics 365<\/a> played a pivotal role.<\/p>\n<p>\u201cThrough Dynamics 365, we\u2019ve been able to plan, launch, and manage operations remotely and in-person, allowing us to serve 9.7 million people in 2020,\u201d Kamachee says. \u201cSo far in 2021, we\u2019ve been able to support vaccination distribution in over 46 cities, while also responding to disasters across the country.\u201d<\/p>\n<p>More than 240,000 nonprofit organizations have taken advantage of Microsoft nonprofit offers, such as free licenses for Microsoft 365, Microsoft Dynamics 365, and Microsoft Azure cloud services, since the company launched its Tech for Social Impact program in 2017.<\/p>\n<p>However, the team that runs the program noticed a problem.<\/p>\n<p>\u201cA lot of nonprofit customers were coming to the site each day, but only a small fraction was completing the process,\u201d says Emily Fishkind, senior program manager for the Microsoft Digital team that supports Microsoft Philanthropies. Microsoft Digital is the organization that powers, transforms, and protects Microsoft. The team wanted to ensure that the experience had a logical flow and that Microsoft\u2019s eligible nonprofit customers were able to complete the registration process.<\/p>\n<p>\u201cNonprofits have been hit so hard during this pandemic,\u201d Fishkind says. According to <a href=\"https:\/\/independentsector.org\/nonprofithealth\/\" target=\"_blank\" rel=\"noopener\">data published in November by The Independent Sector<\/a>, more than a million people employed in the nonprofit sector in the US alone have lost their jobs. Seven percent of US-based nonprofits have closed their doors permanently.<\/p>\n<p>\u201cWe really want to help galvanize them so they can meet their missions,\u201d Fishkind says.<\/p>\n<p>Tech for Social Impact and the larger Microsoft Philanthropies team set out to not only figure out what was preventing so many of these organizations from completing the registration process for Microsoft nonprofit offers, but to improve the overall experience for these special customers as well.<\/p>\n<p>[<a href=\"https:\/\/cm-edgetun.pages.dev\/en-us\/itshowcase\/user-experience-drives-modern-management-at-microsoft\"><em>Watch this webinar to find out how user experience drives modern management at Microsoft.<\/em><\/a> <a href=\"https:\/\/cm-edgetun.pages.dev\/en-us\/itshowcase\/microsoft-uses-machine-learning-to-develop-smart-energy-solutions\"><em>Learn about how Microsoft uses machine learning to develop smart energy solutions.<\/em><\/a>]<br \/>\n<iframe title=\"Transforming how Microsoft makes its technology available to nonprofits\" src=\"https:\/\/www.youtube.com\/embed\/3X-UxIVDiJ0\" aria-labelledby=\"Transforming how Microsoft makes its technology available to nonprofits\"><\/iframe><span style=\"font-size: 10pt;\">For a transcript, please view the video on YouTube: <a href=\"https:\/\/www.youtube.com\/watch?v=3X-UxIVDiJ0\" target=\"_blank\" rel=\"noopener\">https:\/\/www.youtube.com\/watch?v=3X-UxIVDiJ0<\/a>, select the &#8220;More actions&#8221; button (three dots icon) below the video, and then select &#8220;Show transcript.&#8221;<\/span><\/p>\n<div style=\"margin-top: -5px;\"><em> The Microsoft Tech for Social Impact team is connecting nonprofits and humanitarian organizations with the Microsoft technology they need to accelerate social good. These offerings include free seats to Microsoft 365 Business Premium, Power Apps, and Azure credits, all at a steep discount and with training on how to use them.<\/em><\/div>\n<p><strong>Multiple teams, multiple experiences<\/strong><\/p>\n<p>Depending on which product a nonprofit customer is interested in, they might have had to bounce back and forth between Microsoft\u2019s nonprofit portal and multiple different Microsoft product sites.<\/p>\n<p>Scott Brown, a program manager who leads business operations for Microsoft Philanthropies, says that was a major root of the problem. \u201cIt always stood out as a disjointed process,\u201d Brown says.<\/p>\n<blockquote class=\"quote-body\"><p>There were all these different pieces of the puzzle, so trying to build an interface that worked across all of them was super challenging. Our goal was to rebuild that experience to make it as easy as possible for customers to gain access to nonprofit offers.<\/p>\n<p class=\"source\">\u2013 Scott Brown, program manager, Microsoft Philanthropies<\/p>\n<\/blockquote>\n<p>Plus, Tech for Social Impact was using a registration form that was standardized across Microsoft but wasn\u2019t necessarily the best suited to collect the unique information needed to determine nonprofit eligibility and discounts.<\/p>\n<p>Here the team saw an opportunity to apply the company\u2019s broader digital transformation strategy to enhance nonprofits\u2019 experience with greater customization to their unique needs.<\/p>\n<p>\u201cThere were all these different pieces of the puzzle, so trying to build an interface that worked across all of them was super challenging,\u201d Brown says. \u201cOur goal was to rebuild that experience to make it as easy as possible for customers to gain access to nonprofit offers.\u201d<\/p>\n<p>Given that multiple teams owned various legs of the user experience, it was also hard for Microsoft\u2019s Tech for Social Impact team to gather any meaningful telemetry that would provide insights into where in the funnel applicants were dropping off.<\/p>\n<p>Consolidating ownership was key.<\/p>\n<figure id=\"attachment_6705\" aria-describedby=\"caption-attachment-6705\" style=\"width: 300px\" class=\"wp-caption alignright\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6705 size-full\" src=\"https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/uploads\/prod\/2021\/05\/10180_secondary_photo-300.jpg\" alt=\"Manabendra Roy works at home on his computer. \" width=\"300\" height=\"200\" \/><figcaption id=\"caption-attachment-6705\" class=\"wp-caption-text\">Manabendra Roy, an engineering manager at Microsoft, worked on the offers platform redesign to customize the registration experience to the unique needs of Microsoft\u2019s nonprofit customers. (Photo by Manabendra Roy)<\/figcaption><\/figure>\n<p>Manabendra Roy, a principal software engineering manager who worked on the platform redesign for Microsoft Philanthropies, says he understood that there were good reasons why signup experiences should be consistent across \u201cOne Microsoft.\u201d<\/p>\n<p>Fortunately, Roy says, Microsoft Signup, the team that owns that experience, also recognized the unique situation for nonprofits. They were convinced to turn ownership of the experience over to Tech for Social Impact to customize and manage.<\/p>\n<p>\u201cThey agreed to let us build the user interface, which gives a holistic experience for the nonprofits,\u201d Roy says. \u201cBut behind the scenes, all the infrastructure, the platform, the APIs, would still be theirs.\u201d<\/p>\n<p><strong>Turning knowledge into power<\/strong><\/p>\n<p>Rebuilding the Microsoft nonprofits offers process gave the collective team access to website telemetry, which everyone could then use to see where nonprofit customers were having issues.<\/p>\n<p>The data generated interesting learnings, including showing the team which fields customers were having trouble filling out and exactly where they were dropping off. \u201cThose were the insights we needed to be able to do more research,\u201d Roy says.<\/p>\n<p>Diving deeper in the right areas was one of the first steps the team took toward enabling a better data-driven user experience.<\/p>\n<p>A user experience team worked directly with nonprofit customers to understand their needs and pain points with the registration process. The team also reached out to TechSoup, Microsoft\u2019s partner for vetting nonprofits, to streamline the requirements for validating program eligibility.<\/p>\n<p>As a result, the process for accessing Microsoft nonprofit offers was reduced from days to minutes.<\/p>\n<blockquote class=\"quote-body\"><p>Considering that we\u2019re living at a time in history when nonprofit work is so critical, it\u2019s great to be able to get more products and services into their hands.<\/p>\n<p class=\"source\">\u2013 Emily Fishkind, senior program manager, Microsoft Philanthropies<\/p>\n<\/blockquote>\n<p>As for the data entry fields on the website, the team trimmed the number of registration steps from 10 to four. To ensure that customers knew where in the process they were and which steps they still needed to complete, they built a wizard to help guide the customer through to the end. The team is still running user testing to further optimize the registration process.<\/p>\n<figure id=\"attachment_6703\" aria-describedby=\"caption-attachment-6703\" style=\"width: 1200px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6703 size-full\" src=\"https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/uploads\/prod\/2021\/05\/10180_graphic.png\" alt=\"Website screenshot image shows the start page of the Microsoft nonprofit registration process.\" width=\"1200\" height=\"624\" srcset=\"https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/uploads\/prod\/2021\/05\/10180_graphic.png 1200w, https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/uploads\/prod\/2021\/05\/10180_graphic-300x156.png 300w, https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/uploads\/prod\/2021\/05\/10180_graphic-1024x532.png 1024w, https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/uploads\/prod\/2021\/05\/10180_graphic-768x399.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption id=\"caption-attachment-6703\" class=\"wp-caption-text\">Microsoft\u2019s redesigned nonprofit registration process features a clean user interface and step-by-step guidance through the registration process.<\/figcaption><\/figure>\n<p>In the month following the launch of the <a href=\"https:\/\/nonprofit.microsoft.com\/en-us\/getting-started\" target=\"_blank\" rel=\"noopener\">new Microsoft nonprofit offers experience<\/a> in December, the conversion rate jumped from 38 to 47 percent, a sizeable jump but one with room for additional improvement.<\/p>\n<p>\u201cFor these nonprofits, that\u2019s direct value to their organizations right away,\u201d Fishkind says. \u201cConsidering that we\u2019re living at a time in history when nonprofit work is so critical, and they\u2019re seeing increased demand for services and a decrease in funding donations through this global pandemic\u2014it\u2019s great to be able to get more products and services into their hands.\u201d<\/p>\n<p><strong>A big vision for small organizations<\/strong><\/p>\n<p>Microsoft doesn\u2019t just want nonprofits to be able to access its tools and technologies\u2014it wants to make sure they\u2019re getting the most out of them.<\/p>\n<p>Angelica Guardia, a customer program manager for Tech for Social Impact, says that the team\u2019s larger plans include providing nonprofits with a comprehensive knowledge and resource center they can return to again and again.<\/p>\n<p>Beyond the improved registration experience, the team is continuing its work on a redesigned hub built on Microsoft Azure technology with customized views, AI-driven product recommendations, and robust product support.<\/p>\n<p>\u201cSo many nonprofits have had to pivot to a remote model overnight,\u201d Guardia says. \u201cMost of them who are going through this experience are the small ones with just a few employees who don\u2019t have IT departments or consulting firms.\u201d<\/p>\n<p>That\u2019s why understanding telemetry and translating that into a more optimal nonprofit customer experience is a top priority. The new hub will also offer training resources and help with using Microsoft\u2019s software and services.<\/p>\n<p>\u201cI feel responsible for understanding how they\u2019re using our technology,\u201d Roy says. \u201cThey got Azure from us, but how are they using it?\u201d<\/p>\n<p>Making this experience seamless for nonprofit organizations is just one extension of Microsoft\u2019s broader ongoing commitment to supporting their work, whether through Microsoft nonprofit offers, co-development partnerships to innovate problem-solving technologies, or other recently-announced initiatives like <a href=\"https:\/\/cm-edgetun.pages.dev\/en-us\/nonprofits\/microsoft-cloud-for-nonprofit\" target=\"_blank\" rel=\"noopener\">Microsoft Cloud for Nonprofit<\/a>, which offers integrated solutions specifically designed for common nonprofit scenarios.<\/p>\n<p>\u201cWe are trying to get technology into the hands of every nonprofit around the world,\u201d Guardia says. \u201cIt\u2019s core to Microsoft\u2019s mission\u2014empowering every organization\u2014nonprofits included.\u201d<\/p>\n<p><a href=\"https:\/\/cm-edgetun.pages.dev\/en-us\/nonprofits\" target=\"_blank\" rel=\"noopener\">Nonprofits interested in registering for Microsoft nonprofit offers can get started here.<\/a><\/p>\n<p><a href=\"https:\/\/news.microsoft.com\/on-the-issues\/2021\/02\/24\/microsoft-cloud-for-nonprofit-covid-19\/\" target=\"_blank\" rel=\"noopener\">What does the cloud have to do with philanthropy? A Q&amp;A with Justin Spelhaug on helping nonprofits with digital transformation.<\/a><\/p>\n<p><a href=\"https:\/\/cm-edgetun.pages.dev\/en-us\/itshowcase\/user-experience-drives-modern-management-at-microsoft\">Watch this webinar to find out how user experience drives modern management at Microsoft.<\/a><\/p>\n<p><a href=\"https:\/\/cm-edgetun.pages.dev\/en-us\/itshowcase\/microsoft-uses-machine-learning-to-develop-smart-energy-solutions\">Learn about how Microsoft uses machine learning to develop smart energy solutions.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This content has been archived, and while it was correct at time of publication, it may no longer be accurate or reflect the current situation at Microsoft. Placing Microsoft\u2019s technology in the hands of people who help others just got easier, thanks to a makeover of the Microsoft nonprofit offers process. Nonprofit organizations like Team [&hellip;]<\/p>\n","protected":false},"author":146,"featured_media":6700,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_hide_featured_on_single":false,"_show_featured_caption_on_single":true,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"coauthors":[674],"class_list":["post-6697","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","m-blog-post"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Transforming how organizations sign up for Microsoft nonprofit offers - Inside Track Blog<\/title>\n<meta name=\"description\" content=\"It\u2019s now easier for nonprofits to register for Microsoft nonprofit offers for discount and grant solutions and services, thanks to a streamlined platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cm-edgetun.pages.dev\/insidetrack\/blog\/transforming-how-organizations-sign-up-for-microsoft-nonprofit-offers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Transforming how organizations sign up for Microsoft nonprofit offers - 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