The whole solution in a nutshell 

Industry Nonprofit sector 
Technology Microsoft 365, SharePoint Online, Entra, OK Document, AutoForm 
Solution: Internal system for project management, contract agenda, orders, and budgets 
Result: Better control, less administration, and higher transparency 

Nadácia Pontis implements a number of grant, development, and internal projects, which include contracts, budgets, approvals, and reporting. These areas were originally managed separately in various systems, documents, spreadsheets, and email communications. 

This way of working: 

• reduced and fragmented the overview of project status, 
• complicated the control of budgets and liabilities, 
• increased the risk of errors and duplicates, 

The goal was to create Unified internal system, which will link the project, contractual, and financial agenda and provide a current overview to management as well as project teams. 

Solution 

The result of the collaboration was comprehensive internal system, which integrates all key areas of the foundation's operation: 

• Central project registry including their status and responsibilities., 
• linking projects with contracts and related documentation, 
• budget tracking, disbursement, and financial commitments, 
• automated approval processes, 
• Clearly defined access rights based on roles. 

The system allows tracking the entire project lifecycle – from approval, through implementation, to evaluation and duplication of recurring projects between years. 

Technology 

The solution is built on Microsoft SharePoint in an MS 365 environment,We have expanded the environment with automated workflows and custom application logic. We implemented AutoForm in SharePoint, which provides quick and flawless recording of natural and legal persons in the ORSR. At the same time, we integrated automated digital signing of contracts subject to an extensive approval process into the processes. 

Main technological advantages: 

• Full integration into the existing Microsoft ecosystem, 
• secure and centralized data storage, 
• flexibility in process adjustments, 
• intuitive user interface without complex training, 
• Comprehensive security policy based on Microsoft Entra. 

The technology was chosen to support the long-term development of the system and the growth of the organization's needs. At the same time, the system complies with all necessary legal requirements for the security and storage of sensitive data. 

Result 

By implementing the solution, the Pontis Foundation gained: 

• unified overview of projects, contracts, and budgets, 
• significant reduction in manual administration, 
• better control over financial flows and liabilities., 
• faster and more transparent approval, 
• more effective collaboration across teams. 

The solution has become a popular central tool that supports project management, financial discipline, and strategic decision-making throughout the foundation.