While grant assessment automation remains our primary focus, our architecture leverages the versatile Microsoft 365 ecosystem to solve operational bottlenecks across your entire charity. We specialise in Microsoft solutions for grant-makers to meet sector-specific needs. From secure data handling to real-time impact analytics, we engineer solutions that prioritise UK data sovereignty and trustee compliance.
Our Core Technology Stack
- Microsoft Copilot Studio: Bespoke AI agents for criteria matching and secure internal knowledge retrieval .
- Power Platform Automation: Power Automate flows and Power Apps portals that eliminate manual data entry and streamline applicant intake .
- Power BI Grant Reporting: Executive dashboards delivering real-time pipeline analytics and fund allocation reporting for board members
Frequently Asked Questions: Grant Assessment & Automation Solutions
Do you offer test automation services for charities?
Yes, we provide bespoke test automation services for charities focused on the grant assessment process. Using Microsoft Power Platform, we build automated triage systems that instantly test applicant evidence against your published funding rubrics, generating secure, auditable reports for your human review panels.
Does your software make the final funding decisions?
No. Our AI solutions are strictly designed for reviewer empowerment, not autonomous decision-making. The system performs the heavy lifting—document parsing, criteria extraction, and preliminary scoring—but the final funding approvals remain entirely under the authority of your Programme Heads and Trustees.
How do you ensure applicant data remains secure and compliant?
Data security is paramount in the third sector. All data processing occurs strictly within your organisation’s secure Microsoft 365 tenant. We do not use applicant data to train public AI models. Our bespoke Copilot architectures are fully compliant with UK GDPR and built to meet the rigorous governance standards of UK trusts and foundations.
Why should we commission an external solution rather than hire an internal developer?
Expanding internal IT headcount in a competitive market requires significant recurring salary overheads and lengthy recruitment cycles. By utilising our “Commission vs Employ” model, you gain immediate access to enterprise-grade technical expertise and a production-ready framework deployed in weeks, with a transparent, fixed project cost.
Can your system integrate with our existing grant management processes?
Absolutely. Because our solutions are built natively on the Microsoft ecosystem (including Sharepoint, Power Platform, Power Apps, CoPilot Studio and Dataverse), they are designed to seamlessly integrate with your existing operational workflows. We map our technology directly to your bespoke scoring rubrics, rather than forcing you to adapt to rigid, off-the-shelf software.
Book a Strategic Scoping Session
Ready to eliminate manual review bottlenecks across your non-profit? Schedule a consultation to discuss how we can map our Microsoft solutions directly to your organisation’s specific scoring rubrics and governance requirements. Our technical services are built on our core automated grant application assessment framework, leveraging Microsoft technologies to help third-sector organisations make faster, unbiased funding decisions.
