Nonprofit

ERP Advisors Group (EAG) is one of the top independent enterprise software advisory firms for nonprofit organizations.

The only constant among Nonprofits is that they do not operate for profit! Some Nonprofits require Fund Accounting or Donor Management, while others do not. For some nonprofits, the least important software is their general ledger and financials — while for others, the financials and budgeting & planning are their most important applications. Still others have complex donor management and reporting requirements. And even others need help implementing the back office admin necessary to keep all of their programs running.

ERP Advisors Group has worked in all of these and many other scenarios. Our past nonprofit experience will help us get your organization the best software package, preserving more of your organization’s bottom line for its mission-driven programs.

nonprofit

ERP Help for Nonprofits

ERP Advisors Group will help your nonprofit organization to define requirements, set your software strategy, provide a roadmap, conduct a diligent vendor selection process and stay on to manage the entire implementation.

Develop Your ERP Strategy

We will define your needs and wants as well as how you would ideally use new automated solutions across your organization.

Select Your New Software

We will guide you through selecting the best-fit, most cost-effective business applications and implementation partners.
 

Implementation Project Management

After finalizing your software and services contracts, EAG stays with you to oversee your implementation until you successfully go live.  We will oversee integrations, data migration, change management, budgets, design and configuration, walkthroughs, training, testing, go-live cutover and will provide executive and project sponsor support throughout the duration of your project.

Data Migration

We assist with all components of data migration: extraction, cleansing, transformation and loading into your new system to ensure you have complete confidence in the accuracy of your data at go live.

Why Nonprofits Upgrade Their ERP Software

Surveys across all of our nonprofit clients reveal the most common reasons why they need new ERP to automate their organization:

  • Difficult for organization’s leaders to deploy and monitor the funding of their activities.
  • Applications used for donor analytics lack optimized donation tracking and collections, thus, the organization could be missing out on potential donations.
  • Inefficient and ineffective budget reporting, disabling your teams ability to meet their goals and adequately understand their budgetary limitations.
  • Donor portal user interface is difficult to use, potentially deterring returning donors.
  • Department heads are unable to track movement of funds in real time, effecting the budget and bottom line.
  • Legacy software has not been properly optimized resulting in frequent bugs, difficult grant reporting, user lock outs, and inability to drill down on information.
  • Inputs are different throughout the organization causing data discrepancies.
  • Difficult for employees to find donor contact information and related donor notes, limiting success of donor interactions.
 

Types of Nonprofit Clients

  • Foundations and Donor-Advised Funds
  • Faith-Based
  • Associations
  • Fiscally- Sponsored Programs
  • Humanitarian Assistance
  • Fire Departments
  • Endowments
  • Fee-for-Service
  • Insurance

Nonprofit-Specific Applications

  • Donor Management
  • Grants Management
  • Fund Accounting
  • Multi-Company Accounting
  • Multi-Currency Accounting
  • Budgeting
  • Financial Reporting and Analysis
  • Inventory Management
  • Program Management
  • Human Resources and Payroll

The work of our nonprofit is quite specialized and that the fact that EAG already had been working with similar organizations removed a major obstacle — there's a big barrier in understanding both what we do and how we work, so finding consultants who came with a strong knowledge base was key to a successful project.

Learn more

Heidi Hernandez Gatty
Community Initiatives

Heidi

 

Contact Us

Why You Should Hire ERP Advisors Group

We are 100% independent ERP consultants, and we never take commissions or payments from any vendors. Combining our objectivity with our white-glove selection process, you will be absolutely certain that you are selecting the right software and implementation resources.

Resource-Constrained

Our rapidly-growing mid-market nonprofits are already very busy with their day jobs and do not have time to become ERP experts.  Though your key people still have to devote some time to an ERP initiative, hiring an ERP consultant frees them up to focus on the important ERP decisions while keeping their focus on your organization's mission.

Complex Business Processes

The more complex your organization, the more likely for difficulty when selecting and implementing software.  ERP Advisors Group will help you uncover your true needs and will only vet the most viable options for your size, requirements, resources and strategy.

 

 

Best Practices for Your Industry

We will create your requirements document and demonstration script with industry standard best practices in mind for your type of nonprofit, all while retaining what is unique to your organization.

 

Change Management

Many clients hire us to help when they suspect there will be a business case for new software.  ERP Advisors Group helps stakeholders buy into what is best for the organization by getting their input at multiple stages throughout the Needs Analysis, Selection and Implementation.

Vendor Demonstrations

A frequent complaint we hear from prospects who tried to select software on their own is feeling confused about the software's capabilities.  We get vendors to show your nonprofit requirements during their product demonstrations.  This ensures you feel confident about selecting the best solutions that can meet your needs.

Contract Negotiations

We negotiate tens millions of dollars of deals every year for our clients.  We provide contracts review on all terms and conditions, including software and services and every agreement embedded throughout the contract.  Our clients receive price protection for many years to come on their purchase.  While we don't guarantee it in writing, we normally save our fees on this step alone, saving more money for your mission-driven activities

Podcast

 
Listen To More Podcasts

Benefits to Upgrading Your ERP Software

ERP Advisors Group's Needs Analysis will uncover the benefits your company would realize with an ERP upgrade.  Some of the most common benefits your nonprofit will realize include:

  • New ERP software provides high and low level 360 view of donors, grant recipients, participants and relationships, etc.
  • Applicant information retention for future fundraising and recipient touch points.
  • Accurate tracking and use of donor analytics.
  • Ability to quickly and easily see the full view of steps taken in the fund raising cycle, including all history of donor relationships.

 
  • ERP software offers simplified workflows allowing for more time and effort spent on the core grant application processes.
  • Provide an easy to understand front end for key stakeholders.
  • Full visibility of budget to actual information at a push of a button.


I wanted objectivity and I wanted someone who could do the research, or had done the research, and had that legacy. I wanted consultants who had the experience to be able to say, “these are the ten players in the market that focus on your organization size, scope, and budget.” ERP Advisors Group was able to do that perfectly.

Learn more

Kevin Mann
Denver Rescue Mission

KevinMann

 

Schedule a Consultation

Nonprofit ERP Vendors

We regularly vet the top, most viable Nonprofit ERP systems.

ERP Advisors Group will help you not only define your nonprofit requirements but more importantly, we will bake in the best practices for your type of nonprofit into your Request for Information and Demonstration Script.

We conduct dozens of selections every year, equating to tens of millions of dollars in software and services sales.  With our wide ranging knowledge of nonprofits, we will help you find right nonprofit ERP for you, AND the right professional services company to implement it. 

Let’s Get Started

Contact us today to start the conversation.