United Way of Dallas: Giving More Efficiently With Sage 500 ERP
Customer Company Size
SME
Region
- America
Country
- United States
Product
- Sage 500 ERP
Tech Stack
- Windows-based client/server architecture
- SQL database
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Cost Savings
- Productivity Improvements
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions
- Business Operation
Use Cases
- Cybersecurity
- Remote Collaboration
Services
- System Integration
About The Customer
United Way of Metropolitan Dallas (UWMD) is a nonprofit organization based in Dallas, Texas. It is one of the top 15 United Way chapters in the nation in terms of size. The organization raises money for health and human services in a three-county area. The funds raised are distributed to organizations as diverse as daycare centers, vocational training, the Boy Scouts and the Girl Scouts, emergency shelters for battered women and children, medical and dental treatment for the underprivileged, and programs for the blind and disabled. The administration costs of UWMD are just 9 percent of the total funds collected, well within the Better Business Bureau guidelines for nonprofits. With over 80 employees and revenues exceeding $50 million, the organization operates much like a midsized company.
The Challenge
United Way of Metropolitan Dallas (UWMD) is a nonprofit organization that raises and distributes charitable contributions for a diverse range of organizations. With revenues topping $50 million, the organization rivals many midsized companies in complexity. It not only funnels donations to local nonprofits, but it also has a capital fund, conducts campaigns for several other counties and government employee groups, runs a foundation to offset administrative costs, collects funds for various national campaigns, and distributes designated donations to target groups. Each activity has its own books and operates much like a separate company. The organization was in need of an advanced business system that could manage these complex operational challenges while providing a healthy return on investment. The new system would have to bring a hefty return on investment in improved efficiencies to justify the purchase price.
The Solution
UWMD implemented Sage 500 ERP to manage all of its accounts payable and other general ledger functions. The system cuts checks to scores of external vendors involved in campaigns, tracks pledge fulfillments, and ensures that member agencies receive promised funds on time. A customized application developed by the reseller provides managers with the ability to electronically approve checks before issuing. The organization also uses the system to streamline its internet pledging and reporting. Donors can pledge online through the organization’s website and secure socket connection. Agencies tasked with reporting to UWMD on a quarterly basis can do so using a specialized application over the Internet, saving a lot of paperwork for time-strapped agencies.
Operational Impact
Quantitative Benefit
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