A Non-profit Advisory Organization Transforming Health Systems Across Governments, Health Organizations, and the Private Sector.

Case Study

Discover how a nonprofit in Tanzania increased productivity by 5X and reduced input costs by 78% by efficiently managing finance and operations with Microsoft Dynamics AX 2012.

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A nonprofit advisory organization faced integration challenges in finance and operations due to significant growth. The organization partnered with Dynamics Square (USA's trusted Microsoft Dynamics Partner) to review its financial management requirements and implement Microsoft Dynamics AX 2012 On-premises version. This addressed grant management, project budgeting, time tracking, financial reporting, and other finance-related challenges.

The implementation of Microsoft Dynamics AX 2012 (or released as Dynamics 365 Finance & Operations back in Nov'16) rapidly improved operations management. Since the implementation of Dynamics AX (now Microsoft Dynamics AX), the nonprofit continues to make a significant impact on millions of lives globally.

Business Challenges Faced by the Non-profit

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Lack of integration among current ERP system's capabilities.

Huge workload of manual processing, maintenance of parallel systems, and extensive reconciliation efforts.

It was laborious to produce reports and generate accurate insights to support decision-making.

Current processes are structured around constraints of the current systems or are the result of "organic" adjustments.

Need to review the organization's financial management system requirements.

Required an independent, objective third-party perspective to take a fresh look at how work is performed from a best practices perspective.

It was needed to streamline grant management, project budgeting, time tracking by project and location, and financial reporting from research centers.

Solution Delivered

See How Dynamics AX (now Dynamics 365 Finance) helped upgrade the Business Operations of The Non-profit:

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Dynamics Square implemented Dynamics AX'12 On-premises to address challenges in grant management, project budgeting, time tracking, and financial reporting.

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AX 2012 streamlined operations, reducing manual processing, and reconciliation effort, and improving workflow efficiency.

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The new financial management system integrated existing systems to lower the manual workload and made report generation effortless.

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Implementation of Dynamics AX 2012 enabled the organization to streamline workflow and reduce input costs by 78%, allowing the finance department to focus on critical tasks.

Benefits Of Dynamics AX Implementation Organization Reaping

The nonprofit is leveraging the following functionalities from the Dynamics AX 2012 system to report accurate figures to concerned authorities:

Financial Management and Accounting: The system provides financial management and accounting tools to help the organization manage its finances and ensure accurate financial reporting.

Human Resource Management: Dynamics AX's HR management tools enabled the organization to manage employee data, including payroll, benefits, and other HR-related tasks.

Fixed Assets Accounting: This finance system allows this non-profit body to manage and track its fixed assets, including depreciation and asset acquisition.

Procurement/Purchase Order System: The procurement/purchase order system provides a streamlined process for managing purchases, from requisitions to purchase orders and invoicing.

Grant Management System: The new finance system enables the employees to manage and track grants, including proposal development, budgeting, and reporting.

Simplified Workflow: The system's simplified workflow helps the organization streamline its processes and increase efficiency by automating tasks and reducing manual efforts.

Document Management: Document management tools in Dynamics AX enabled admins to store, manage, and retrieve documents, ensuring that the organization's critical documents can easily accessed and remain secure for long-run.

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