Client Success Story: Ongwanada

Posted on: May 25, 2015

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Topics: Case Studies, Enterprise Resource Planning (ERP)

Not for Profit ERP

 

A not-for-profit, accredited organization, Ongwanada offers a wide range of individualized services and community supports to approximately 600 people with developmental disabilities and their families in Kingston and Eastern Ontario.

Ongwanada, like many small organizations, had an ERP solution in place, but found they lacked the expertise to optimize its performance – especially in adapting applications to meet their unique business needs.

For Nicole Cooper, Communications and Change Coordinator, the problem was clear, “We had a great system in Microsoft Dynamics GP (GP), but we knew we were underutilizing it.”

 

ERP for non profit, TGO Consulting

A Detailed Discovery Process

TGO’s usual practice when working with a new client is to begin with a detailed Discovery session. As this process began, it was clear that Ongwanada wasn’t sure about the kind of solution they needed.

Customizing An Assurance Plan

As a non-profit, Ongwanada had a limited budget. TGO therefore produced a tailored, comprehensive Assurance Plan at a fixed annual fee.

TGO’s Assurance Plan is a customized plan based on the client’s specific business requirements, a unique feature to customer satisfaction that sets TGO apart. A typical plan includes support, onsite visits, diagnostic calls and small projects.

For Ongwanada, the Plan mapped out projects for the next three years, including extensive training and support. The Plan takes into account more than just software – it is a detailed map of the entire path towards reaching a business’s overall goals. Ongwanada’s Assurance Plan was a comprehensive strategy to support the institution’s goals and vision for the community.

Site Assessment

A full site assessment began the process of targeting the right solution for Ongwanada. Helping the client better understand their real business needs, TGO worked closely with the finance, procurement and human resources (HR) departments to redesign their processes, and improve efficiencies in each area.

More Than Just Technology

TGO’s Assurance Plan detailed an upgrade to a newer version of GP. As we do with every version of GP, we offered the client expert training and advice needed in order to reap the full benefits of the solution. Ongwanada was provided with diagnostic calls, in-class and online training and a Tips and Tricks session customized to their needs. In addition to training, Ongwanada received one-on-one onsite user reviews, an onsite Excel use review and recommendations session, and annual reviews.

TGO’s custom Assurance Plan also provided Ongwanada access to a dedicated, in-house support team. The team provides full support to all GP modules and any third party add-ons to their solution.

TGO’s Solution Improved Operations Across The Board

Working closely with TGO, Ongwanada revamped their business processes which helped make each area of their business more efficient, saving time and money. Most importantly, TGO made it possible to take full advantage of their existing system.

Results Speak For Themselves

Before TGO, Ongwanada ran multiple satellite systems for their day-to-day operations, not realizing that the system in place could conduct these tasks already. By upgrading their ERP system, they were able to get the functionality they required in one system.

The system greatly reduced manual processes for the finance, procurement and human resources departments. With system workflows set in place, purchasing, invoicing and financial reports are automatically created and distributed accordingly to the department heads. This process was complemented with alerts and approvals. This not only saved the employees’ time, it allowed them to focus their energy on more strategic tasks.

TGO Has The Experience And Expertise To Make Business Better

With over 27 years of experience, TGO’s award-winning approach to serving clients is based on matching the right solution to the right need. If your business process needs a tune-up, contact us today and see how TGO can improve your company’s performance and profitability.