During the course, they improved their document management principles overall (location, naming, sharing). They also learned how to set up the default view in OneDrive according to the needs of specific team members. As a result , they are more organized, have saved time, and have even started helping out at a new location, which was unthinkable until then.

In the course, the Social Agency focused on streamlining internal collaboration and transitioning from personal information sharing to the online environment of the Microsoft 365 platform. They chose Microsoft Teams as their "center of the universe" and began using Planner for systematic task tracking and Loop for real-time meeting notes. This replaced the previous haphazard monitoring of the agenda with a clear system that significantly sped up the transfer of information across the entire team and increased mutual awareness, regardless of whether colleagues were meeting in the office.

As an umbrella organization for 80 centers, it addressed ineffective communication across its membership base and chose Google Chat to unify it (they were already using Google Workspace, so document sharing, for example, is easier). They thought through the chat settings, the use of threads, and are currently testing everything in a smaller team. In the future, they plan to invite the entire ČHS base (over 200 users). To make adoption as easy as possible, they are preparing a how-to guide.

They wanted to improve and unify team communication in a diverse team by setting up a shared calendar where they consolidated meetings, events, and absences. Online meetings are then linked to MS Teams, where they take place.

In the course, the Association of Community Services focused on streamlining internal and inter-organizational cooperation with the aim of replacing the existing, often inadequate email communication between its 53 member organizations. They chose a combination of Google Workspace (especially Google Chat and Rooms) and WhatsApp communities as the most suitable solution, as these allow easy connection via phone numbers and thus overcome the technological incompatibility between the different platforms used by individual members. With the support of a guide and close cooperation with the expert member organization Spirála, they have already launched Google Workspace for non-profits and are testing new communication channels in a pilot phase to unify document management and information sharing at all levels of the association.

At the same time, the organization was dealing with the lack of clarity of data on Google Drive, where it was difficult for team members to find specific files and remember their location. As a solution, they created a corporate intranet that serves as a clear hub containing frequently searched documents, colleague profiles for newcomers, and up-to-date information about what is happening in the organization. This tool enabled them to effectively "convert" the existing document library into a form that is easily accessible and understandable for all employees.

They chose Freelo as their tool for recording project indicators, deadlines, and tasks. Employees are enthusiastic about the simple interface, and Freelo's support is also very friendly.

In the course, the Furniture Bank Federation focused on unifying a fragmented agenda and setting clear project management principles that would not be based on constant notifications, but on monitoring key milestones and work packages. After testing several tools, they chose the ClickUp application, in which they accumulate all their shared agenda, from projects and orders to meetings and marketing materials. With the support of guides, they also created a project guideline that defines their new "corporate culture" in the digital environment and sets rules for how to handle tasks and responsibilities within the team.

In the course , the Moravian-Silesian Employment Pact organization focused on creating a centralized induction training system that would serve as a unified learning portal for new and existing employees. On the recommendation of their guide, they chose SharePoint for this purpose, which allowed them to effectively use the Microsoft digital tools they already use in their organization. They currently have the portal structure and questionnaires for managers to define content ready, and they plan to launch it fully in January, which will provide them with a clear and unified platform for developing internal competencies and ensuring a smooth onboarding process.

In the course, the Olomouc Social Prevention Center focused on streamlining complex, multi-stage approval processes for internal requests, such as vacations and leave. They actively involved over 50 employees in the analysis of the problem through eight workshops and service blueprints, gaining detailed insight into the needs of the entire organization. They chose to expand their existing payroll and personnel system with new modules as the ideal solution, and they plan to use SharePoint and Copilot tools within the MS365 package for further process automation.

One of their main problems was transferring posted documents from Pohoda to budget tables for automatic monitoring of spending. An intermediate step implemented in the course is the partial automation of data transfer to Excel, which saves manual data rewriting.

In the course, the MAS Brdy - Vltava organization focused on solving the problem of time-consuming manual checks of project data kept in Excel spreadsheets against accounting data. They approached the problem in collaboration with an expert who designed a specific automated operation for them, which aims to replace manual verification of items and unify these two data sources. Their solution is to implement this automated procedure, which is currently in the testing phase and promises that the system will perform most of the checks independently, thereby significantly easing the work of project management.

In the area of financial processes, the organization addressed the high level of control and lengthy approval of travel orders, which required the involvement of many colleagues, from rank-and-file employees to budget administrators. In collaboration with a technical expert and a guide, they created an implementation plan that aims to link personnel records with budget tracking and ensure a history of changes. The chosen solution is to negotiate the purchase of specific modules from the existing Pamica system supplier, which will enable the organization to manage shared positions more efficiently and make financial flows more flexible.

In the area of financial processes, the organization focused on digitizing document circulation and streamlining budget control, for which it chose the WFlow tool. This system will enable automated invoice extraction and direct connection to an external accounting system, which will facilitate real-time monitoring of individual budget items. They plan to launch the implementation at the beginning of the new year, and when selecting the solution, they successfully used the principles of corporate social responsibility to obtain more favorable conditions for the non-profit sector.

UNIPA addressed contact management and email automation for event participants. They chose HubSpot as their CRM (customer relations management) tool, as they found it to be the most user-friendly. HubSpot can create online forms that are automatically entered into a unified database and also send automated messages.

The next step will be to automate the connection to Google Meet and also to record payments for events using Make or a similar tool.

During the course, the VOR Jihlava organization focused on modernizing client data management and, after consulting with an expert, decided to switch to the new Equip database. This solution will enable them to automatically enter data into reports for the Ministry (MPSV), easily generate documentation for donors, and in the future, use advanced features such as voice recording of data or working on tablets directly in the field. Thanks to individual training and the integration of forms that eliminate unnecessary rewriting, the team managed to overcome their initial concerns and, starting in January, they plan to launch the system, which will provide them with accurate data for effective service management.

They explored the possibility of using AI to analyze and structure less organized documents from a partner. Using AI, they are able to obtain clear, comprehensible, and consistent outputs. In the future, they are considering implementing Freelo for project management solutions.

In the course, the Roska České Budějovice organization focused on maximizing the efficiency and interconnection of its existing platforms ( Freelo, CRM, accounting program, and bank) in order to eliminate the duplication and tedious manual entry of the same information into multiple systems. A key element of their digital transformation is process automation, which includes automatic payment matching, sending thank-you emails to donors, and simplifying registration for charity events. The organization has made great strides in the use of artificial intelligence (Gemini), which they have begun to apply, for example, to convert paper attendance records into digital format for import into CRM, saving them several days of work. To ensure long-term independence, the team is intensively learning how to prompt correctly and, in collaboration with a technical expert, is preparing a "cookbook," i.e., a practical guide that will enable them to manage and modify the automation settings in the future without external assistance.