Case Study: Nonprofit
How a nonprofit organization streamlined spending and prevented overpayments
Expert-led migration to Microsoft Dynamics 365 Business Central to drive budget control
About the Client
Our client, a Quaker organization, is dedicated to promoting lasting peace with justice as a practical expression of faith in action. By drawing on continuing spiritual insights and collaborating with people from diverse backgrounds, the organization nurtures respect for human life and transforms social relations and systems.
The Challenges
As the organization expanded, its legacy ERP platform — Microsoft Dynamics SL — could no longer keep pace. Financial management, reporting, and grant tracking grew increasingly inefficient, creating barriers to accuracy, transparency, and scalability. To support its mission and future goals, the organization set out to modernize its financial systems by migrating to Microsoft Dynamics 365 Business Central.
Key Limitations of MS Dynamics SL:
Key Limitations of MS Dynamics SL:
- No preconfigured financial dimension structure for advanced data analysis.
- Financial statements generated offline in spreadsheets, creating manual work and error risk.
- Lack of cloud capability, limiting accessibility and scalability.
- Limited dashboards and KPI tracking.
- No integration with Salesforce, leading to reconciliation challenges.
- No workflow automation or approval capabilities.
- Inefficient grant master list maintenance, risking missed reporting deadlines.
The Solutions
Korcomptenz partnered with the organization to deliver a comprehensive nonprofit digital transformation, upgrading their systems to Microsoft Dynamics 365 Business Central with tailored enhancements for finance and grants management.
Key Features of the Solution:
- Salesforce Integration
- Automated cash receipt transaction exports from Salesforce to D365 BC.
- Reduced manual reconciliations and improved accuracy.
- Enhanced Financial Reporting
- Real-time financial insights through consolidated and local reporting.
- Ensured compliance with local regulations.
- Automated Workflows
- Introduced process automation for approvals and authorizations.
- Reduced manual tasks and improved efficiency.
- Multidimensional Financial Analysis
- Implemented detailed tracking across projects, grants, programs, and locations.
- Enabled robust financial analysis and reporting.
- Advanced Payment Processing
- Supported checks, wire transfers, and ACH payments tailored to unique banking requirements.
- Customized Grants Management
- Tracking of disbursements to partners and staff advances.
- Automated reconciliation of grant-related activities.
- Improved transparency and accountability across grant-funded initiatives.
Grants Management Capabilities Delivered:
- Real-time monitoring of grant spending.
- Automated milestone tracking with email notifications.
- Donor-specific reporting compliance.
- Comprehensive grant allocation schedules.
- Revenue recognition automation.
- Tracking of pre-award activities.
The Benefits
The move to Microsoft Dynamics 365 Business Central delivered measurable impact:
- Streamlined financial operations with real-time analytics.
- Accurate, timely reconciliations enabled by Salesforce integration.
- Stronger grant management and accountability across global operations.
- Higher efficiency through workflow automation and digitized processes.
- A scalable, cloud-based solution supporting long-term growth.
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