Senses Foundation is a not-for-profit organisation providing disability support services throughout Western Australia with unique services for people who are deafblind. One of Senses Foundation’s strategic goals is to grow and develop resources to best meet the disability service needs of their clients. To help reach this goal, Senses Foundation needed to update their finance system so they could clearly see where their resources were being used. Darren Munday, General Manager Finance and Risk at Senses Foundation explains:
“Shedding more light on our financial activities is key, especially so our management team and stakeholders can make the best business decisions for our clients. We needed a system that could automatically drill down on data and connect the dots freely without any technological hitches. The system had to manage all financial activities (general ledger, chart of accounts, importing journals, running reports, analysing data) in an effective and efficient manner.”
Senses Foundation’s old financial system was outdated. It did not have the financial capability they needed to make the best resourcing and financial decisions. As Darren elaborates:
“Our system needed to capture a greater level of detail across a range of attributes so that we could slice and dice that information for better decision making. Things that made our job frustrating were: there was no flexibility when it came to reporting and we needed to drill down on certain areas of the business; our financial system would corrupt when uploading journals and would require a re-boot; and analysing figures was laborious and required many workarounds.”
Senses Foundation had an external IT review to see what ERP (Enterprise resource planning) solution would be the best fit. Microsoft NAV was recommended - it could show them where their resources were going and deal with their financial activity in an effective and efficient manner. And with Senses Foundation in growth mode, they needed a system that could handle business expansion. Microsoft NAV has a familiar, user-friendly interface - also a priority for Senses Foundation in their search for an ERP solution. Intergen was selected to implement an out of the box, Rapid Results solution, which took less than eight weeks, and now all systems are go.
With a precise picture of their financial activity, Senses Foundation can now make the best resourcing decisions for their organisation. As Darren Munday, concludes:
“We can now focus on the task at hand – providing our clients with the right resources and making sure we’re using our resources wisely. We can easily track and report on how dollars have been spent and it’s all accountable. This is vital information for the management team and stakeholders supporting our organisation. We’ve also saved about three to four days in our end-of-month financial processes. Implementation happened pretty quickly and the Microsoft system is familiar and easy to use”.
Next up, Intergen and Senses Foundation are implementing Microsoft Dynamics CRM, not only to effectively manage their client database, but also so they can take their resourcing knowledge a step further. As Darren explains: “Having clearer insight into our clients’ progress and activity is important to ensure we are providing them with the best service and allocating the right resources, with the lowest possible overhead.”