Non-profit
Fund accounting, donor records and board reports that agree.
We set up Dynamics 365 for non-profits that need to show restricted funds, grants and donors clearly to boards and funders.
What we hear
The problems we hear
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Restricted and unrestricted funds are tracked in spreadsheets.
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Grant spending is hard to report against each award.
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Donor records do not match what finance received.
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Board packages take days to assemble every quarter.
Our work
What we set up
- Fund and grant dimensions across the general ledgerBusiness Central
- Grant budgets and spending reports by awardBusiness Central
- Donor and gift management connected to financeCRM & Customer Engagement
- Board and funder reporting built from the same dataBusiness Central
Process
How a project runs
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01
Discover
We learn how your business runs today and where the system gets in the way.
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02
Design
We map processes to Dynamics 365, agree on scope and plan the data move.
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03
Implement
We configure, migrate, integrate, test and train before go-live.
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04
Support
We stay after go-live with fixes, improvements and guidance.