Non-governmental organizations

Brief about the Client

Customer is a well-known Indian NGO. Maintaining Funder Reports in Excel and managing financials were key issues for the customer. The customer needed to automate specific activities within the Sales/CRM department and Finance operations to reduce manual interventions and delays in system upgrades.

Business Overview

The project is an electronic guarantee bond handling framework that allows clients, merchants/specialists, and carriers to efficiently manage their guarantee bond requirements. They have a wealth of knowledge about clients and businesses that they may use to improve their present CRM operations.

Business Challenges

The finance staff at HO had a huge challenge in consolidating financials and assisting statutory auditors. To decrease / eliminate manual interventions and delays in system upgrades, the customer required to automate certain of the procedures within the Sales/CRM department and Finance operations.

Outcome and Benefits

With HO Control, an integrated financials and procurement system is available. Funder Report & Standardized Project Budgets Reduced human mistakes and reporting delays by integrating with HRMS and improving resource allocation to projects. Financial consolidation and reporting run well – satisfied statutory auditors and funders .

Tools and Technologies

MS Dynamics AX 2012 R3

SQL SERVER 2012 R2

MS CRM 2016

Management Reporter