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

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

• Outdated ERP system (Microsoft Dynamics Solomon) lacking modern capabilities.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

• 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.

• 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.