An NFP organisation had outgrown its legacy finance systems (QuickBooks/MYOB), which were no longer supporting its scale and had become a constraint on growth.

Challenge:

With numerous systems available in the market, each offering strong features, the organisation needed to select a solution that would support its operations and future growth for at least the next 10 years.

Our approach:

We worked closely with the organisation to align system selection with its strategic goals and operational needs. A detailed requirements framework was developed, with particular emphasis on system interoperability and integration with existing and future platforms.

Leveraging our experience, we guided the organisation through a structured evaluation process and supported the selection of a Microsoft-based system with a scalable SQL database, capable of integrating seamlessly with other systems.

Outcome:

The system was successfully implemented, with strong user adoption across the organisation. It is now being utilised effectively and integrated with other platforms, resulting in improved efficiency, better data visibility, and significant time savings for staff.