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Case Study

Unit4 FP&A Implementation for Non Profits

Streamlined budgeting, forecasting, and reporting tailored for mission-driven organizations.

Client Background

Our client, a leading Non-Profit Organization based out of Malaysia needed: :
  • Data consolidation from various sources (Sage X3, Miradi, Nectari, Offline Spreadsheets) into a central data repository.
  • Improve financial planning & analysis (FP&A) capabilities through reports and dashboards built on Unit4 FP&A.
sageawsUnit4

Solution Offered

Data Warehouse in AWS:

Stores data from all systems, providing a single source of truth.

FP&A Implementation on Unit4 Platform:

  • Reporting & dashboards on donor management, project & fund performance, financial statements, budgeting, performance management, and variance analysis.
  • Business & data structure setup including:
    • Codes for projects, strategies, activities, and tasks.
    • Master data setup (accounting codes, users, donors).
    • Data versioning, export, document upload functionalities.
    • User access control.

Key Results

Data Accuracy & Reliability

Easier access to accurate and unified data for informed decision-making.

Performance Tracking Support

Enhanced financial transparency and performance tracking through comprehensive reports and dashboards. This single source of truth allowed for more accurate tracking and management of projects, funds, and overall performance.

FP&A Automation

Streamlined FP&A processes with automated budgeting and variance analysis.

Improved Visibility & Control

The organization gained a comprehensive view of their operations by consolidating data from various sources into a central repository.