Non Profit Cloud Setup
The customer is a non profit organization in New York that gives shelter to the homeless and empowers them with the tools to live independently
Case Details
Client: Non Profit Organization in New York
Tag: Business
Project Duration: 9 Months
The Challenge
The customer had multiple systems for managing Volunteers, Donors, Offline and Online Donations and Accounting. CSV exports were manually taken from the accounting system(Fund EZ) every month and fed into other systems. They had a hard time synchronizing data between these systems, reconciliation for donations and generating reports. The team was finding it difficult to maintain those systems and processes when the size of the company grew.
The Solution
The Spagylo Team studied the processes of the customer and suggested building a customized application using Zoho Creator. Forms Integrations were built with the Fund EZ accounting system so expenses can be created and Financial Data available for reporting within the application. Work Flows were built to manage Recurring donations and reminders for payment delays. Dynamic Reports and Dashboards were set up to replace the daily, weekly and monthly reports that were manually generated earlier.
The Results
The client had one simple system to work on and manage. Time spent on data synchronization and report generation was reduced to near zero. The admin team now has good visibility on all the constituents. There was no need for manual reconciliation of donations. The client could now spend more time on developing their business.
