Is your legacy system working for or against your people?

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

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

With the right systems, their People Experience would be better, they would be more productive, and their communities would be better served.

Life could be so much easier if they had the right technology for the job.

So has the time for change finally come?

Let’s see how their roles could be easier. And how your organization could benefit if your people only had the right modern technology supporting 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

CHALLENGES

Alex is struggling with:

Simplifying business process and breaking down silos across the organization
Accessing the data he needs
Lack of flexibility when forecasting for unforeseen 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

Debbie

IT Director

RESPONSIBILITIES

CHALLENGES

Debbie’s big worries are:

Disaster recovery
Security risks
Scalability
The cost of technology
Efficient tools available for program delivery

GOALS/OUTCOMES

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

Simplify workload and complexity
Build a more integrated infrastructure
Fend off cyber-attacks and improve data governance

James

Head of Finance

RESPONSIBILITIES

CHALLENGES

What’s getting in James’ way?

Strategically, James’ focus is on budgeting, forecasting, planning, and analysis.
Tactically, he’s also trying to control spending and manage working capital more effectively.
With his compliance head on, he needs more granular, transparent donor, regulatory, and program performance reporting.

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

Janis

Program Director

RESPONSIBILITIES

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

Michelle

HR Manager

RESPONSIBILITIES

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 business processes that detract from the People Experience.

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

How can you help your Alex, Debbie, James, Janis and Michelle?
First, you need to know what’s really getting in their way. Here’s how…