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
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- Outdated ERP system (Microsoft Dynamics Solomon) lacking modern capabilities.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.
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