Not-for-Profit Management System

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Not-for-Profit Management System, ERP, Donation & Donor Management System

If your organization is like most other Canadian not-for-profit organizations, you probably have at least one of the following challenges:

Data is distributed across the organization in multiple databases and spreadsheets.

Executives do not have access to real-time information about the performance of their organization (such as throughput and fundraising activities)
Generating reports (such as disbursement reports) is a lengthy involved process because data must be compiled from many sources
Volunteer positions require extensive training to understand where data is located and what database to use for what
Data is often inconsistent across the different databases due to changes being performed on only 1 of the databases
Data is difficult to share with those who need it because it is located all around the organization
Data is susceptible to loss or theft because it is not centralized on secure servers
Securing sensitive data is difficult because specific files can be easily accessed and copied
Older, out-dated software and servers must be used/maintained to support older database

Making information and systems accessible to staff and volunteers regardless of their location.

Organizations must spend capital on expensive, complicated remote access technology (such as VPN or Terminal Server technology)
Organizations must work diligently with IT to limit the systems and information that staff and volunteers can access

Many processes require time intensive, repetitive manual work.

Labour costs are high because the same data must be entered into 3-5 different databases
Data is often inconsistent across the different databases due to human error

Fundraising is not generating at its maximum potential.

Without an accurate view of your fundraising activities, you cannot make educated changes or improvements
Unable to capitalize on additional fundraising venues/methods such as web 2.0 / social networking
Budgetary limitations restrict capital available for making improvements

Loose systems allow processes and checks to be circumvented.

Staff can deliver inconsistent service opening the organization to scrutiny and even legal liability
The organizations income can be affected due to inaccurate documentation/reports
The organizations contracts can be reviewed and even revoked due to inconsistency
Training must be much more detailed and thorough
There must be constant supervision over work performed

Depending what your association is doing today, there's an excellent opportunity that we could show you a solution that will...

Provide you with a real-time executive dashboard and up to the minute reports
Make sharing your data between all your staff easy and secure
Make collecting and compiling reports quick and simple
Ensure your processes are followed fully
Eliminate repetitive, time consuming, tasks and free your workforce for higher-value duties
Help you raise money with less effort
Make communicating with clients, members, and/or donors simple, fast and inexpensive
Help ensure your data is accurate and consistent
Help attract new members and volunteers
Provide you and your staff can have the flexibility to work from any location without requiring special technology prerequisites or investment
Be easy to use and easily adopted by your entire staff
Be in-line with your disaster recovery/continuity goals
Require no investment in expensive servers

We offer the first all-in-one Not-for-Profit Management System designed specifically to empower Canadian not-for-profit organizations to make a bigger difference with a smaller budget.

Over the years we have worked with dozens of not-for-profit organizations of all types, sizes, and situations, custom crafting solutions to suit their specific needs. This experience has given us insight into the unique situations, challenges and regulations that not-for-profit organizations encounter on a daily basis.

The current system is a direct result of all of the successes and mistakes we've made over all these years. Our system helps you better manage your data, increases your staff's productivity, and gives you a unified, executive view of your entire organization.

The system is fully customized to meet your needs and processes, guaranteeing a small learning curve and quick adoption by your staff. Additionally it is fully web-based so there is no hardware or technology investment required. And your staff and volunteers can access your data from any computer with internet access.

Modules

We have assembled a library of common application modules that provide the basic framework and functionality but are easily customizable to your organization's unique needs. By leveraging these core modules we reduce the cost of your new application but allow you to customize your application in ways not previously available in off-the-shelf applications.

Client Management
	Client Database Customized, process-driven Intake workflow Duplicate / Conflict checking Services / Enrollment Tracking Expense / Spend Tracking Online Self-service Detailed History Detailed Notes Easily Searchable Client Database Automatically output filtered client lists to Excel for Mail-Merges or special reporting needs

Member Management
	Member Database Online Registration / Renewal with Automatically emailed renewal notices Online Self-service for members Online Membership Fee processing (Credit Card / Cheque) Member-only Web-site Content / Downloads e-Newsletter System with personalization, targeting and statistics Detailed Member History Member Notes Member Profile (optionally searchable either by public or members only) Surveys

Case / Service / Outcome Management
Keep track of the services you provide to your clients Manage each service engagement or case from intake through completion Workflow eliminates deviations from your established processes Reminders and task forwarding makes sure your staff services clients promptly Sensitive data is protected from unauthorized access

Event / Conference Management
	Online Event Details Online Registration Registration Administration Online Registration Fee Processing (Credit Card / Cheque) Add-on Event Options (Meals, Accommodations, Tours etc) Abstract Submission, Complilation and Output Shared Room Coordination / Tracking Registrant Surveys

Donation Management
	Online Donation Acceptance / Processing Optional Recurring Donations e-Reciepts

Group Fundraising & Pledge Tracking
	Allow community groups, churches, schools, teams etc to fundraise for you Easily generate individual community or event oriented web-sites Allow group members to register individually for fund-raising contests Set targets, advertise prices, and track progress using the familiar thermometer report Integrate Blogs, Photo Galleries and Forums Integrate with Social Networking systems such as Facebook and MySpace

Employee / Volunteer Management
	Payroll/Expense/Mileage Management Benefits Lookup / Administration Vacation Request Approval / Tracking System Employee Review System Employee/Volunteer Training System Employee/Volunteer Testing System Contact Lists Work Scheduling (See Scheduling and Time Sheets) Workload Summary Electronic Document Storage Newsletters Searchable Employee/Volunteer Profiles (private or public) Employee Feedback / Survey system Employee supply requisition system Optional integration with access control / security systems Optional private/public regulated blogs Optional integration with external Social Networking and Blogging sites

Scheduling and Time Sheets
	Track Employee/Volunteer Availability Track Scheduling Needs Intelligently pair workers with work (virtually any rules can be applied) Electronic Time Sheets

Document / File Management
Scan and store paper documents easily Automatic or manual keywords make searching documents easy Documents can be easily associated to Clients/Members/Employees/Assets etc Documents can be easily retained/searched indefinately

Site / Asset Management
	Easily track your physical assets (computers, vehicles, furniture etc) Track maintenance history on your assets (computers, vehicles, aircraft etc) Track facility information (expenses, maintenance, contacts/contractors etc.) Track employee responsilibity over assets or facilities

Executive Dashboards
	Get a fast, simple view of your organizations performance (financial, througput etc) Compare current performance to historic performance Real-time insight allows you to correct problems immediately Gain fast, off-the-cuff knowledge of your organization

Funding Stream Management
	Track disbursement dates and reporting data by stream Customize and gnerate reports per stream Capture client/member feedback for use in reports Track disbursement accounts and dates to predict cashflow

Integrated Reporting
	Virtually all data exportable to Excel Custom reports can assemble various types of data (even from various systems) to make compiled reports Reports can be exported in HTML, Microsoft Word, or PDF format Ability to save point-in-time reports that cannot be adjusted Ability to run reports to selectable time periods Integration with SQL Reporting Services to provide easy ad-hoc reporting

Web-site Content Management
Easy for non-technical staff to manage web-site Microsoft Word style editor Ability to save multiple versions of page Automatically generated links/navigation Forces Search-Engine-Optimization compliance

E-Commerce / Automated Credit Card Processing
	Sell products / services / downloads on your web-site Accept credit card in real-time with online processing

Online Ticket / Lottery Sales
	Online ticket fee processing Online ticket receipt (eReceipt) Electronic tickets Physical Ticket Distribution

Print shop Management
	Online "store" for print shop Stock or customizable documents can be ordered Order limits / pre-print approval can be set per user/group Charge-back system for internal accounting Document templates such a business cards with preview capability Support for automatic printing via compatible printers

Multilingual Support
	Systems support multiple languages of users Web-site content Language Selection

Targeted Mail / Email System
	Personalize your enewsletters with the recipients name Unlimited Contact Lists and Contacts Segmenting of contacts within lists e-Newsletter Statistics (# sent, # bouncebacks, # reads, # unsubscribes etc) Does not violate laws or your ISP terms of use Will pass through most spam filters PIPEDA Compliant CAN-SPAM Compliant

Integration with your existing applications
Like most organizations, you are probably using software to automate some of your processes. Chances are that these applications are not comprehensive and you are still using multiple databases. We can help bridge the gaps between your various databases and synchronize this distributed data using our software. Easily integrate with applications such as RaisersEdge, FinancialEdge and Comvida

Integration with Web 2.0 / social networking applications
	Integrate the latest Web 2.0 applications and Social Networking with your organization Use the power of web 2.0 to create a more dynamic interaction with your clients, members, volunteers or employees Leverage massive online communites to spread your message, orchestrate participation and generate new fundraising revenue

Media Management & Distribution
	Store, share and distribute photos and videos easily Provide key media contacts with access to a semi-private image/video library Use videos to spread your message or to simplify training Utilize the power of YouTube, Google Video or private Streaming Media servers to deliver your videos