Case Study: March of Dimes NetSuite Journey

 

Cirrus ERP is proud to support the mission of March of Dimes, a nonprofit organization that works to improve the health of mothers and babies. Learn more about their cause at marchofdimes.org

 

THE CHALLENGE

The March of Dimes had been using JD Edwards for over 20 years. The organization wanted to be more agile. The financial system and processes were outdated and could not meet the demands of the organization.

The issues included:

  • Lengthy monthly close process

  • Financial reporting that lacked details to make informed decisions

  • A multitude of manual processes requiring a large finance department

  • Time consuming bank reconciliation process

  • Lack of integration between JD Edwards and other supporting applications

THE SOLUTION

The March of Dimes evaluated several cloud-based ERPs and determined that NetSuite was the best fit for the organization. NetSuite’s single data model and NetSuite’s Non-Profit Value Chain aligned with the March of Dimes requirements.

  • Real-Time Financial Management – Accelerated monthly close and strategic decision-making

  • Configurable Compliance Reporting – Create FASB reports on the fly

  • KPIs and Dashboards – Role-based metrics and analytics to manage your nonprofit

  • Spend Management – Gain complete control and visibility over total spend

  • Easy Integrations – Ability to easily integrate other applications with NetSuite for a single version of the truth

  • Grant Management – Elevate efficiency and visibility into the grant lifecycle

  • Operational Excellence – Streamlined operations and capabilities

SEPTEMBER 2018

NetSuite Phase 0 Kickoff

  • Preparing the organization for NetSuite

  • Implementation Strategy

  • Implement Core ERP

  • Enhance Processing and Reporting

  • Streamline bank reconciliation

  • Automate Integration with CRM

  • Automate Integration with HRIS

  • Automate Integration with Concur

NetSuite Phase 1 Kickoff

  • Core NetSuite Implementation

  • Finalize re-designed process

  • Integration design for 3rd party applications

  • Vendor Bills

  • Expenses

  • CRM

  • HRIS

JANUARY 2019

NetSuite Go-Live: 120 days

  • All GL balances migrated to NetSuite

  • Core processes migrated to NetSuite

  • Integration with Concur for Bills and Expense Reporting

  • Integration with UltiPro

  • Users begin operating in NetSuite

APRIL 2019

NetSuite: MOD CRM Integration Go-Live

  • Custom Integration with our CRM

  • Constituent and Transaction integration for all Pledges

  • More efficient Order to Cash process

IMPACT & LASTING VALUE

With the help of Cirrus ERP, the March of Dimes was able to go-live on NetSuite 120 days after their implementation kickoff.

  • Go-live 120 days from kickoff

  • Real-time reports

  • Redefined Procure to Process

  • Streamlined bank reconciliation process

  • Automated processes resulting in right sizing the finance department

  • Integration with other finance applications


CIRRUS ERP CAN HELP

To discuss how Cirrus ERP can help your organization from product sale, to fast implementation, to optimizing NetSuite for your growing needs, through partnering with your organization to provide continuous support to your team, contact support@cirrus-erp.com

Morgan Ryan