达拉斯联合之路：借助 Sage 500 ERP 提高捐赠效率
公司规模
SME
地区
- America
国家
- United States
产品
- Sage 500 ERP
技术栈
- Windows-based client/server architecture
- SQL database
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用功能
- 商业运营
用例
- 网络安全
- 远程协作
服务
- 系统集成
关于客户
大达拉斯联合之路 (UWMD) 是一家非盈利组织，总部位于德克萨斯州达拉斯。从规模上看，它是全美前 15 名的联合之路分会之一。该组织为三个县的卫生和人类服务筹集资金。筹集的资金分配给各种各样的组织，如日托中心、职业培训、男童子军和女童子军、受虐妇女和儿童的紧急庇护所、为贫困人口提供的医疗和牙科治疗以及为盲人和残疾人提供的计划。UWMD 的管理费用仅占筹集资金总额的 9%，完全符合商业促进局对非盈利组织的指导方针。该组织拥有 80 多名员工，收入超过 5000 万美元，运营方式与中型公司非常相似。
挑战
达拉斯都会区联合之路 (UWMD) 是一家非营利性组织，为各种组织筹集和分发慈善捐款。该组织的收入高达 5000 万美元，其复杂性可与许多中型公司相媲美。它不仅向当地非营利组织提供捐款，还拥有资本基金，为其他几个县和政府雇员团体开展活动，经营基金会以抵消管理成本，为各种全国性活动筹集资金，并向目标群体分发指定捐款。每项活动都有自己的账簿，运作方式与独立公司非常相似。该组织需要一个先进的业务系统，可以管理这些复杂的运营挑战，同时提供丰厚的投资回报。新系统必须通过提高效率带来丰厚的投资回报，才能证明购买价格的合理性。
解决方案
UWMD 实施了 Sage 500 ERP 来管理其所有应付账款和其他总帐功能。该系统向参与活动的数十家外部供应商开具支票，跟踪承诺的履行情况，并确保成员机构按时收到承诺的资金。经销商开发的定制应用程序使管理人员能够在签发支票之前以电子方式批准支票。该组织还使用该系统简化其互联网承诺和报告。捐助者可以通过该组织的网站和安全套接字连接在线承诺。负责按季度向 UWMD 报告的机构可以使用互联网上的专门应用程序进行报告，为时间紧迫的机构节省了大量文书工作。
运营影响
数量效益
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