Is your legacy system working for or against your people?

Say hello to Alex, Debbie, James, Janis and Michelle from a fictitious nonprofit organization.

They all have their challenges, but what makes them harder to overcome are the legacy back office solutions they use every day.

With the right solutions, access to meaningful data and the ability to collaborate with their peers, they would be more able to face the challenges of today's ever changing world.

What would life be like after the digital transformation journey?

Let’s see how each of their roles could be easier, and how your organization could benefit from embracing modern, collaborative technology to support them.

Let’s meet the team...

What exactly are Alex, Debbie, James, Janis and Michelle, and their teams up against, and what do they want to achieve? Let’s look at our nonprofit to see how they compare.

The true cost of not replacing your legacy finance and ERP systems is measured by its impact on your people.”

Alex

Chief Operating Officer

RESPONSIBILITIES

✓ ^{Overall programe performance}

✓ ^{Monitoring impact delivery}

✓ ^{Forecasting cashflow}

CHALLENGES

Alex is struggling with:

Simplifying business process and breaking down silos across the organization
Accessing the broad range of data he needs for decision making
Forecasting resources and budgets for unexpected events

GOALS

If Alex gets all this, right he could:

Improve program agility and flexibility
Increase financial and program performance visibility
Bring together vital information from disparate systems
Give colleagues the right tech to make tasks and reporting easier

_{^{National Oceanography Centre}}_{^{increased productivity by}}_^20%.

Debbie

IT Director

RESPONSIBILITIES

✓ ^{Day-to-day operations}

✓ ^{Innovation and transformation}

✓ ^Security

✓ ^Compliance

CHALLENGES

Debbie’s big worries are:

System resilience and disaster recovery
Security and data protection
Capacity and scalability
Cost of technology to the organization
Efficient tools for technology program and user support

GOALS/OUTCOMES

If Debbie gets all this right, she’ll be able to:

Simplify workload and system complexity
Deliver a more integrated back office infrastructure
Maintain security standards and reduce risk
Reduce cost of IT operating landscape

_{^{Medical Teams International achieve a common view of data worldwide.}}

James

Head of Finance

RESPONSIBILITIES

✓ ^Strategy

✓ ^Reporting

✓ ^Compliance

✓ ^Leadership

CHALLENGES

What’s getting in James’ way?

Access to realtime, accurate data for budgeting. forecasting, planning and analysis.
Controlling and planning spend and managing working capital more effectively.

GOALS/OUTCOMES

If James gets all this right, he’ll be able to:

To optimize grant allocation
Reduce time spent on donor and compliance reporting
Improve project performance visibility and control

_{^{Save the Children International have complete visibility of transactions – from point of fundraising to in-field spend.}}

Janis

Program Director

RESPONSIBILITIES

✓ ^{Staff productivity}

✓ ^{Volunteer resources}

✓ ^{Program performance}

CHALLENGES

Janis’ biggest challenges include:

Manual processes affecting productivity and transparency
Silos caused by outdated and fragmented systems
Managing teams scattered around the world

GOALS/OUTCOMES

If Janis gets all this right, she’ll be able to:

Increase organizational efficiency
Boost program performance to deliver more impact
Improve donor impact reporting

_{^{Heifer International have centralized, robust and integrated systems that increase the impact the have around the world.}}

Michelle

HR Manager

RESPONSIBILITIES

✓ ^{Employee engagement}

✓ ^{Staff wellbeing}

✓ ^{Benefits and tax compliance}

✓ ^{Talent Management}

CHALLENGES

Michelle's focus is on attracting, developing and retaining top talent and high-value volunteers. This is often difficult because of complex and manual processes, disparate systems that detract from best practice employee engagement.

GOALS/OUTCOMES

If Michelle gets all this right, she’ll be able to:

Enhance People
Experience
Reduce staff turnover

Lower recruitment costs
Improve HR admin productivity