ERP IN NPOS

Group No 2 Priyanka Bajaj (07) Pruthviraj Bogi (08) Madhurima Chakravarty (09) Pooja Dadlani (10) Uttam Das (11) Shatabdi Das (12)

ERP SYSTEM FOR NON-PROFIT ORGANIZATION

Enterprise Resource Planning is a complete software architecture that supports the streaming and distribution of scattered agency-wide data across all departments of the non-profit organization. Social service organizations have less money, personnel and time than for profit organization and need an effective ERP solution to focus on their mission. An ERP software solution will also allow the entire agency to be trained in all functions.

ERP IMPLEMENTATION AND ISSUES

The implementation of ERP in a Non Profit Organization follows a generic approach. In this approach there are 6 phases, which are Planning Requirements analysis Design Detailed design Implementation Maintenance

ERP PLANNING PROCESS

ERP MODULES
Purchase Material Management Manufacturing Quality Control Sales Finance

SOFTWARE FUNCTIONALITY
Standard ERP Document Management Account Management General Ledger, Accounts Receivables, Accounts Payable Purchase Orders Human Resource Management Customer Relationship Management CRM General Requirement Flexible reporting Ease of data migration Inter-departmental communication and visibility Business Workflow Management

Functional Requirement Fundraising Account and Finance Management Mail Centre Gift Processing Purchasing

Other Key Factors Ease of ERP Implementation Vendor Support ROI IT and End-User Training

NEED FOR ERP IN NPOS

Constant pressure to automate inefficient departmental process, improve productivity and tighten financial controls. Usage of multiple systems to track financials, contracts and supply chain across cities, states , countries and different languages causing overlapping functionality

REQUIREMENT OF ERP IN NPOS

Fundraising and accountability ERP system helps to go beyond functionalities Showing allocation of funds Projections for now and for future Managing resources better and being accountable
8

NPO ACCOUNTING STANDARDS

To ensure funds are properly utilized for the objectives of organization Auditing report Maintaining balance-sheets and donors list Helping in financial discharge Legal compliances
9

NPO GRANTS AND ACCOUNTING

Supply grants to enable recipients to improve and assist community NPO funds should compliment and not replace existing sources Intermediary to manage NPO funds Authenticity of proof of expenditure
10

NPO BUDGETING
Accounts to keep up-to-date Donations recorded in database Building reports Operating profit most important Proposed approved funds and plans for fiscal year
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BENEFITS OF ERP TO NPO

Managing administrative systems, financial systems and personnel For future decisionmaking

12

EXAMPLEHELPAGEINDIA
HelpAge India, a secular, not-for-profit organisation that protects the rights of India's elderly India's first NGO to successfully complete the implementation of Oracle CRM On Demand and Oracle EBusiness Suite R12 HelpAge is at the forefront of technology adoption that has enabled it to serve the needs of India's 90 million elders through its various services

ERP IMPLEMENTATION PROCESS:

AGENDA
Challenges Faced

Solution
Why Oracle CRMOD How HelpAge uses CRMOD

Design
Process Major Outcomes Achieved

CHALLENGES FACED
Geographically disperse locations No centralized database Tracking Potential Supporters Web/Walk-in/Projects/Telephone Lack of analysis Missing 360 Degree View of Donors Servicing donors

SOLUTION

WHY ORACLE

DESIGN

PROCESS

DONOR PORTAL

MAJOR OUTCOMES ACHIEVED

Real time Availability of Information Better insight into operations Increased Transparency Better Donor Servicing No maintenance woes to handle Easy Administration