Budget control solutions in Microsoft Dynamics 365 Business Central streamline spending and prevent overpayments.

How Korcomptenz drove nonprofit digital transformation with Microsoft Dynamics 365 Business Central to ensure their client’s projects stayed on track with both budget and timelines.

Industry

Non-Profit

Application

Transition from Solomon to Microsoft Dynamics 365 Business Central

Technology Used

Finance, Sales, Purchase and Warehouse Management
Our client is a Quaker organization that promotes lasting peace with justice, as a practical expression of faith in action. Drawing on continuing spiritual insights and working with people of many backgrounds, they nurture the seeds of change and respect for human life that transform social relations and systems.
They wanted to upgrade from the existing ERP (Solomon) system to the latest cutting-edge D365 BC system, to better support the organizations in future objectives. The client was handling their financial processes by using Microsoft Dynamics Solomon that had no preconfigured financial dimension structure or financial statements.

Everything was usually downloaded and reworked in Excel. They didn’t have an interface with other systems and applications. Also, reporting, dashboards, and tracking of important performance metrics were limited.

Quaker Organization

Korcomptenz upgraded the client to Microsoft Dynamics 365 Business Central after understanding the client’s specific needs and expectations. This nonprofit digital transformation solution improved their operational processes and boosted efficiency.

Korcomptenz enabled nonprofit digital transformation by implementing Microsoft Dynamics 365 Business Central, integrating finance, sales, purchasing, and warehouse management into a unified system. This comprehensive solution empowered the client to streamline operations, maintain accurate inventory, and ensure resource availability for projects. The combination of these capabilities further underscored the importance of a robust warehouse management system that complemented other operational needs.

A key focus on warehouse management provided real-time visibility into inventory levels, minimizing delays and optimizing supply chain processes. By aligning financial and operational data, the nonprofit achieved precise budgeting and improved efficiency, ensuring projects stayed on track with timelines and budgets.

We customized advances and accountabilities as well as budget controls in Microsoft Business Central to allow better project expense management. We are also working on a grant management Add-On for the client.

Contact us to learn more about how we assisted this client in streamlining their operational processes and ensuring the success of their future programs. Here is what we delivered:

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