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    Erp in Ngo

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    Priyanka Bajaj
    An ERP system can benefit non-profit organizations by streamlining processes and sharing data across departments. It allows for improved productivity, tighter financial controls, and a focus on the organization's mission. Key ERP modules include purchase order management, manufacturing, quality control, sales, and finance. Non-profits need ERP solutions to help with fundraising, accountability, budgeting, and showing allocation of funds. HelpAge India implemented Oracle CRM and ERP to address challenges of dispersed locations and a lack of centralized data and donor visibility. The new system provided real-time access to information, better operations insights, increased transparency, and improved donor servicing.

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    Erp in Ngo

    Uploaded by

    Priyanka Bajaj
    577 views22 pages
    An ERP system can benefit non-profit organizations by streamlining processes and sharing data across departments. It allows for improved productivity, tighter financial controls, and a focus on the organization's mission. Key ERP modules include purchase order management, manufacturing, quality control, sales, and finance. Non-profits need ERP solutions to help with fundraising, accountability, budgeting, and showing allocation of funds. HelpAge India implemented Oracle CRM and ERP to address challenges of dispersed locations and a lack of centralized data and donor visibility. The new system provided real-time access to information, better operations insights, increased transparency, and improved donor servicing.

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    ERP IN NGO

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    An ERP system can benefit non-profit organizations by streamlining processes and sharing data across departments. It allows for improved productivity, tighter financial controls, and a focus on the organization's mission. Key ERP modules include purchase order management, manufacturing, quality control, sales, and finance. Non-profits need ERP solutions to help with fundraising, accountability, budgeting, and showing allocation of funds. HelpAge India implemented Oracle CRM and ERP to address challenges of dispersed locations and a lack of centralized data and donor visibility. The new system provided real-time access to information, better operations insights, increased transparency, and improved donor servicing.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    577 views22 pages

    Erp in Ngo

    Uploaded by

    Priyanka Bajaj
    An ERP system can benefit non-profit organizations by streamlining processes and sharing data across departments. It allows for improved productivity, tighter financial controls, and a focus on the organization's mission. Key ERP modules include purchase order management, manufacturing, quality control, sales, and finance. Non-profits need ERP solutions to help with fundraising, accountability, budgeting, and showing allocation of funds. HelpAge India implemented Oracle CRM and ERP to address challenges of dispersed locations and a lack of centralized data and donor visibility. The new system provided real-time access to information, better operations insights, increased transparency, and improved donor servicing.

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    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
    11

    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

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