ERP Optimizers has extensive experience working with Higher Education institutions and can help them get the most efficient use out of Microsoft Dynamics

Aging technologies and old practices inhibit many clients in this area to properly manage the organization with limited funds. However, the requirements of nonprofit organizations are just as demanding as those of for-profit businesses, though frequently nonprofits lack the IT budget to address those requirements. Declining funding and increasing expenses require nonprofits to be more efficient and manage expenses more effectively. Here are some of the benefits of using our services:

BENEFITS

• Manage expenses more effectively by automating vendor setup, expense recording and payments to vendors in Dynamics.
• Develop comprehensive and accurate member/donor records in Dynamics and ensure these have the proper attributes so they can be reported on effectively.
• Setup up donor information with the appropriate security to handle member/donor confidentiality in Dynamics.
• Setup accurate fund based accounting in Dynamics.
• Setup fund receipt rules in Dynamics to maintain the adherence to fund restrictions including stewardship.
• Establish efficient Dynamics workflows across departments and include other constituents such as volunteers and fund raising organizations.
• Integrate ancillary systems such as student information systems, ticketing, event management, state or federal reporting, financial aid systems, and credit card payment systems/PCI.
• Develop key operating and financial metrics to manage the organization using Dashboards, Reports, and Saved Searches.

Please contact us with your questions – we would love to hear from you.