Planning a future state

Move digital transformation forward with RSM’s IDEA framework

RSM has developed a Microsoft Catalyst program specifically to assist nonprofits in planning their future state. We deliver the program through a comprehensive workshop focused on identifying opportunities and building a road map to implement Microsoft technologies, including the enterprise resource planning tool Supply Chain Platform; integrated offerings like Dynamics 365 for Finance, Business Central, Customer Service, Customer Insights, Field Service, Sales, Human Resources and Marketing; and adjacent Power Platform offerings such as Power BI, Power Apps and Power Automate.

Workshop agenda: 

Day 1: Overview of the Catalyst program; establish goals and understand the challenge 
Day 2: Apply the IDEA principles to identify possible solutions 
Day 3: Develop processes to implement the solutions that address the challenge

The output of this process is the following deliverables.

  • A priority list of development activities
  • Recommendations for business process enhancement
  • A technology road map
  • A phased execution plan

Digital transformation is about not only doing things differently but doing different things—from gathering and analyzing data for smarter decision-making to engaging clients, customers and suppliers in new ways.

The IDEA principles are designed to facilitate digital transformation throughout your organization and enable you to achieve your future-state goals:


Find the transformation strategy that is right for you. Define and prioritize, then drive decision-making with an envisioning workshop.


Build a compelling case for change by discussing business and technological impact while qualifying the return on investment.


Help others see the value in your transformation story by creating visual assets and immersive experiences—promoting buy-in and getting alignment on commitments.


Bring in the resources you need to execute your strategy and carry out your business transformation while measuring its success.

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