ERP systems can get a big confusing and very costly unless they are planned out very precisely. As such many sites that deal with CRM study these in an attempt to help you with that. We’ll be doing the same as well for you today so that you can get some idea of what to expect with all of this. For those who already have a system this probably isn’t for you, so we’ll be going over it for those buying for the first time. GP will be our example of choice for this since it has an especially complicated process.
Early on you need to do a company-wide survey of what your people need and how much it will cost. Get information from managers and those who use any legacy systems. Also take a look at anyone at the bottom end of this area as well. Once all of this has been tabulated you can begin looking at what you really need in such a system. You may even figure out that a different from of the Microsoft Dynamics software could help you.
When we’re talking about stages we mean implementation and sometimes life cycle. Putting all of the fancy buzzwords aside this simply means how complicated it is to set up and how long it lasts before you have to replace all of this. These are very basic but very crucial factors that form the backbone of your procedures. Due to this you need significant planning here as well once you have decided to go with a system.
First take a look at your people. Do you have the staff needed to install this both in skills and sheer manpower? If not, you want to look at third party solutions or make new hires. There are companies which are dedicated to doing this for people which you can use to finish everything in short order. Or you can create an entirely new IT department which handles this for the foreseeable future.
Next is the hardware. Do you need a simple cloud-based storage, or do you need a customer care center which is tied into call centers, data banks and many other places which store data? Depending on what you actually need in order to get the job done properly you may have to spend much more than you thought at first. However you should spend everything needed to help your clients or donators in any way possible.
Nonprofit accounting software may have a different processes from other types as well. For example you may need a system which immediately responds to any donation inquiries. Or you may have an event system which you use to track each of your donation events and the amounts. No matter what you need to use the same rules apply for having a powerful system and the staff needed to run it.
Add-ons to the base system can also cause problems for you as well. Make sure you have someone to handle these as well before finishing installation. Also look at the licensing cost as well.