Little Princess Trust Grant Management

Using a solution built upon Microsoft Dynamics Customer Engagement and the Power Platform, Little Princess Trust are able to record and manage Project grants from application through to award and monitoring project outcomes.

The Little Princess Trust partnered with Formus Pro to enhance their project grant management by adopting Dynamics 365 and the Microsoft Power Platform. This digital transformation replaced manual, spreadsheet-based processes with automated, secure, and centralised systems. Key improvements include better data security, automated workflows, enhanced reporting, and streamlined communication. The solution also lays the groundwork for future advancements, such as tracking how donations are used, allowing the charity to operate more efficiently while continuing their mission to support young people and fund childhood cancer research.

Dynamics 365 has provided a guided, secure, streamlined process for managing project grants.

Microsoft Power Platform tools have automated previously manual aspects of their process.

Increased reporting capabilities.

The solution has opened opportunity to further develop their grant management in the future to potentially track where donations are going.

Better relationship building and communication post funding.

Company Information

The Little Princess Trust is a UK-based charity that provides free, real-hair wigs to children and young people (up to age 24) who have lost their hair due to cancer treatment or other medical conditions. Founded in 2006, the charity also funds research into childhood cancers to improve treatments and outcomes. They rely on hair donations, fundraising, and public support to continue their work, helping to restore confidence and a sense of normality for those affected.

What Was Delivered

Project Grant Management Solution

Objective:
The Little Princess Trust aimed to enhance their digital capabilities to manage their project grant processes more effectively. Their existing processes were spreadsheet-based, leading to inconsistent data formats, security risks, and siloed information across the organisation. The objective was to centralise and secure their grant data while improving visibility, collaboration, and reporting capabilities.

Solution:
As part of a broader digital transformation delivered by Formus Pro, The Little Princess Trust transitioned their project grant processes to Dynamics 365. This move increased data security, ensured information was accessible where needed, and enhanced reporting capabilities.

Utilising Dynamics 365 Customer Engagement enabled the charity to consolidate all grant-related communications in one place, ensuring no steps in the process were missed. Business process flows and automations built using Microsoft Power Platform tools standardised the process—from receiving applications through review and approval stages to managing active project grants and tracking progress.

Additionally, SharePoint integration allowed the organisation to centralise and securely store essential grant-related files, making them easier to organise and access.

Impact:
The adoption of Dynamics 365 significantly improved The Little Princess Trust’s operational efficiency and data management. Key outcomes included:

Enhanced Data Security: Critical grant information is now securely stored and accessible only to authorised personnel.
Improved Process Consistency: Automated workflows ensure a consistent, step-by-step approach to managing grant applications and tracking project progress.
Centralised Communication: All grant-related communication is recorded in one place, reducing errors and improving collaboration.
Better Reporting and Visibility: The new system provides improved reporting capabilities, enabling more informed decision-making.
Streamlined File Management: SharePoint integration allows secure, organised storage of important documents, making them easier to access and manage.

This digital transformation has empowered The Little Princess Trust to manage their grant processes more effectively, ensuring greater accuracy, security, and efficiency in supporting their mission to help young people and fund vital research into childhood cancers.

What The Client Said

“Dynamics has been a long-standing need for LPT, but one that came with a fair amount of nervousness to say the least. I’m glad to say however, roll out has gone better than we could have hoped, credit to the knowledge, skill and effort of the FormusPro team.”

Project Breakdown

The Little Princess Trust (LPT)

The Little Princess Trust (LPT) identified the need for digital transformation, which would take the form of a system encompassing almost all areas of the organisation. The system needed to be intuitive, integrate, consolidate and create a sustainable and extensible solution for use well into the future.

See Case Study

What We Do

Helping businesses, SMEs and charities of all sizes digitally transform the way they work with customisable, user friendly, all-in-one software solutions.

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To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

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