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Not for Profit

More effective operation.

Successful management of a not-for-profit organization is as demanding as it is detailed. Careful administration of operating expenses and cash flow and meticulous reporting practices are essential for meeting regulatory compliance.  Both are also important for demonstrating the efficient use of donated and allocated resources to secure future funding. All this can be extremely challenging when working with multiple funds and grants, each with their own set of reporting requirements.

Microsoft Dynamics CRM delivers a powerful suite of capabilities specifically focused on the unique needs of the not-for-profit organization. Our tools are empowering organizations to streamline and optimize their finances and reporting obligations for more effective operations. That translates into more time focused on providing services and value for their beneficiaries.

From commitment management to fund management, Microsoft Business Solutions promotes accurate and timely reporting, easily accessible data, and automated processes to reduce daily overhead. The tools are designed to help you successfully operate today and secure the funding you need for future growth.

Timely Grant Management

Microsoft Business Solutions provides tools to better manage grants from the start so you remain accountable to your sponsors and comply with regulations throughout the process. Our automated grant management systems streamlines transactions, monitors daily expenditures, and delivers timely reports for optimal grant performance.

With up-to-date information about successful budgeting and grant performance you can focus your time and energy on the management and allocation of grant funding, rather than spending time at the back end, calculating amounts used.

Carefully Managed Funds

Multiple fund management is a critical task that can have broad ramifications on the future success of your organization. Microsoft Business Solutions offers fund management applications to help your

organization fully adhere to the increasing number of reporting guidelines. Now you can accommodate the special regulations, restrictions, and limitations needed to manage multiple funds across several projects.

Each fund can be assigned a unique ledger account that provides revenue, expense, and balance sheet reports. Funds can also be summarized as a whole within the organization.

Most importantly, fund management solutions make reporting easier and results more accessible, helping ensure that reporting guidelines are met on time.

Improved Commitment Management

When you plan and account for future expenses, you help strengthen and preserve your financial integrity and reduce budgeting surprises. Microsoft Business Solutions provides automated commitment management applications that can help not-for-profits prevent overspending by forecasting future expenses and gaining a clearer picture of what lies ahead.

Automated commitment management gives you the flexibility and budgetary insight you need to better administrate resources.

Tracking Encumbrances

Microsoft Business Solutions also offers encumbrance management applications that can help you analyze expenditures against budgets and track encumbrances at any time - an important task for not-for-profit organizations.

Automating encumbrances tracking also streamlines reporting on specific expenses during the year, helping avoid problems and extra work during year-end processes, while encouraging effective cash planning and control.

Download Case Study: 1.7mb PDF

TSA Partners