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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

They’ll work together to ensure the system is configured to automate board reporting and UDS data so that you have more free time for other priorities. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. Determine the non-financial metrics you want to track.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. For your fund accounting implementation , your goals might include a target launch date, staff training, and the ability to pull relevant reports faster. Risks No change management undertaking is without its risks.

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10 Tips for Better Grant Management Processes

sgEngage

While grant funding may not require the continual stewardship efforts and nurturing of traditional donor-led funding, it often presents its own challenges: extensive reporting mandates, a list of requirements to qualify for funding, and the possibility of mission creep to meet those requirements. Adopt a robust fund accounting system.

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6 New Years resolutions for your association to have a better 2024

Nimble AMS

Lack of change management Is your association hoping to grow in the New Year? Growth can be a challenge for any organization, but to advance your goals in 2024, you must be open to change. Lay the groundwork for change at your association by requesting employee, member, and key stakeholder feedback.

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5 Questions to Ask Your Fund Accounting Vendor

sgEngage

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. You’d see that the software tracks restricted funds the way you need it to. How does your system manage restricted funds? Can you walk me through the process for building a report and a dashboard?

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Getting the board on board with nonprofit technology changes

EveryAction

While the C-level and managers will probably lead your organization’s tech selection, you can think of the board as the ultimate executive sponsor. They can help drive a culture of adoption , which allows leadership to focus on change management activities to ensure you succeed with significant tech shifts.

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4 Reasons Why Your Nonprofit Needs A Holistic Operations Consultant

Bloomerang

A hired vendor can very easily change your accounting software from QuickBooks to Intacct. The vendor can teach you how to pull all the data out of one system and put it into a new system, based on how you want the reports to look. Changing systems from QuickBooks to Intacct is not going to solve a “bad reporting” issue.