Automating CRM & Finance Processes for the Social Services Sector

Industry

Social Services

Technologies

MS Dynamics AX 2012 R3 | SSRS Reporting | SQL SERVER 2012 | Management Reporter

Client

A well-known Indian NGO struggling with financial reporting and manual processes in their Sales/CRM and Finance departments. The customer wants to automate specific activities within the Sales/CRM department and Finance operations to reduce manual interventions and delays in system upgrades.

Challenges

The client was struggling with several issues related to their financial operations:

Difficulty in managing financial reports and consolidating data for statutory audits.

Frequent delays and errors in manual processes.

Challenges in upgrading systems while maintaining accuracy and efficiency.

Solution Provided

To address these challenges, Synoverge implemented a comprehensive solution:

Automated key activities in the Sales/CRM and Finance departments.

Integrated a financial and procurement system for better control and accuracy.

Integrated with HRMS to improve resource allocation and project budgeting.

Results

The solution provided significant improvements in several areas:

Reduced human errors and reporting delays.

Streamlined financial consolidation process.

System upgrades completed smoothly, leading to satisfied statutory auditors and funders.

Improved efficiency in financial and procurement operations.

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