Case Study: Non-profit

How did a non-profit streamline spending and prevent overpayments?

Transforming operations with expert-led transition to Microsoft Dynamics 365 Business Central

Industry

Non-profit

Tech Stack

Finance, Sales, Purchase and Warehouse Management

HQ

United States

Solution

Transition from Solomon to Microsoft Dynamics 365 Business Central

Industry

Non-profit

Tech Stack

Finance, Sales, Purchase and Warehouse Management

About the Client

Our client is a Quaker nonprofit dedicated to promoting peace and justice through faith-driven action and social transformation.

The Challenges

  • Outdated ERP system (Microsoft Dynamics Solomon) lacking modern capabilities.
  • No preconfigured financial dimension structure or built-in financial statements.
  • Manual processing of financial data using Excel, increasing effort and error risk.
  • No integration with other systems or applications.
  • Limited reporting, dashboards, and performance metric tracking.
  • Inability to support evolving organizational objectives with legacy systems.

The Solutions

  • Upgraded the client from Microsoft Dynamics Solomon to Dynamics 365 Business Central.
  • Tailored the implementation to align with the nonprofit’s specific needs and goals.
  • Digitally transformed core operations to enhance process efficiency and effectiveness.
  • Provided a modern ERP foundation to support future organizational growth.

The Benefits

  • Unified finance, sales, purchasing, and warehouse management in a single ERP platform.
  • Streamlined operations and improved resource planning across departments.
  • Real-time inventory visibility optimized warehouse efficiency and reduced project delays.
  • Integrated financial and operational data enabled accurate budgeting and forecasting.
  • Enhanced project expense control through customized advances, accountabilities, and budget features.
  • Improved project execution with better timeline and budget adherence.
  • Ongoing development of a grant management add-on to support future needs.

HQ

United States

Solution

Transition from Solomon to Microsoft Dynamics 365 Business Central

Industry

Non-profit

Tech Stack

Finance, Sales, Purchase and Warehouse Management

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