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Nonprofit Software

Nonprofit organizations require accounting software that is specific to the nonprofit industry and the regulations that exist within this niche. Selecting the correct nonprofit software depends on matching the nonprofit’s unique functional requirements to available ERP and accounting solutions. Nonprofit organizations range from trade associations and religious organizations to education, social and government agencies.

Nonprofit Software Functional Requirements

  • Fund accounting software
  • Strong budgeting and account allocation
  • Advanced reporting and auditing
  • Regulatory compliance
  • Direct marketing
  • Constituent and donor management
  • Project management for events and fundraising
  • Education administration and certification management
  • Membership tracking and fee processing

As we have discovered in our experience with more than 150 ERP solutions, each ERP software package has its strengths and weaknesses. We track our extensive selection and implementation experience with various enterprise systems in our proprietary ERP Solutions Database. Below is a summary of a small sub-set of data from that database, which our project teams use to help clients select the right ERP software for their organizations.

This table identifies the generalized functional strengths of each of the listed ERP solutions for the nonprofit sector. Our ERP software selection process leverages more detailed information from our database to conduct a more thorough assessment of software fit with each client’s business requirements.

ERP Software for Nonprofits

Nonprofit Software FunctionalityGloviaIFSIntuitiveHarris DataSageInfor SSALawsonMicrosoft Navision
With
Serenic Navigator
Sage AdonixEpicor
Standard ERP Functionality
Document ManagementMediumHighHighMediumHighHighMediumHighHighHigh
General Ledger, Accounts Receivable, Accounts PayableHighHighHighHighHighHighHighHighHighHigh
Purchase OrdersHighHighHighHighHighHighHighHighHighHigh
Human Resources Management (HR)HighHighHighHighHighHighHighHigh
Customer Relationship Management (CRM)MediumHighHighMediumHighHighHighHighHighHigh
Transaction Audit TrailsHighHighHighHighHighHighHighHighHighHigh
General Requirements
Flexible Reporting and Ad Hoc Report WriterHighHighHighMediumHighHighHighHighHighHigh
Support Crystal ReportsHighHighHighHighHighHighHighHighHigh
Ease of Data MigrationHighHighHighHighHighHighHighHighHighHigh
Inter-departmental Communication and VisibilityHighHighHighHighHighHighHighHighHighHigh
Business Workflow ManagementHighHighHighHighHighHighHighHighHighHigh
Integration ToolsHighHighHighMediumHighHighHighHighHighHigh
Functional Specific Requirements
FundraisingHighHighHighHighHighHighHighHighHighHigh
Accounting and Finance ManagementHighHighMediumMediumHighHighHighHighHighMedium
Inventory Management, Warehouse Management, Shipping/ReceivingLowHighHighLowHighHighHighHighHighHigh
Mail CenterHighHighHighHighHighHighHighMediumHighHigh
Gift ProcessingMediumHighHighHighHighHighHighHighMediumHigh
PurchasingHighHighLowMediumHighHighHighHighHighHigh
Other Key Factors
Ease of ERP ImplementationHighHighHighHighHighHighHighHighHighHigh
Vendor SupportHighHighHighHighHighHighHighHighHighHigh
Return on Investment (ROI)HighHighHighHighHighHighHighHighHighHigh
Vendor StabilityMediumHighMediumMediumHighHighHighHighHighHigh
Support High-end Database that Supports High-Volume TransactionsHighHighHighHighHighHighHighHighHighHigh
.NET Environment (Preferred)HighHighHighMediumHighHighHighHighHighHigh
IT and End-user TrainingHighHighHighHighHighHighHighHighHighHigh
Flexible and Robust Help SystemHighHighHighHighHighHighHighHighHighHigh
Disclaimer: For illustrative purposes only. Assessment for your unique needs may vary based on specific business processes and requirements. You will want to develop more detailed requirements as part of your software evaluation and selection process.

Panorama’s ERP consultants provide a complete service offering that can assist your organization throughout the process of ERP selectionERP implementation and organizational change management.

Our consultants are aware of the potential pitfalls of ERP selection projects and can help hedge against project cost overruns, software that is misaligned with business needs, and lack of return on investment. The ERP team has industry-specific expertise that helps achieve measurable business improvements.

Panorama’s nonprofit clients include Disabled American Veterans and Focus on the Family.

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