A solution by Corporate Renaissance Group

Planning, Forecasting, and Reporting Platform for Not-for-Profits

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By using an all-in-one performance management and business intelligence platform such as Board, NFPs can manage commitments while also planning utilization and sustainability for the future.

As a Premier Board Partner with over 30 years of industry experience, CRGroup can help your organization facilitate planning for future projects while accurately reporting to donors and other key stakeholders. Using the tools available in Board, we can help your NFP better understand projects, business units, and fund usage in order to ensure transparency to donors and project funding sources.

Using the industry-leading tools in Board, CRGroup can help to tackle the unique challenges faced by NFPs and enable:

Real-time tracking of income streams
Effective links between activities and outcomes/projects
Proper management of complex personnel calculation (union and non-union)
Detailed cost-allocation based on headcounts and other drivers
Customized workflows for unique project funding and funding transfers
Alerting managers for new project submissions
Easy-to-generate PDF reports for donors, trustees, and board members

Get started today! Book your free consultation to learn how we can help transform your budgeting, planning & reporting with Board.

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HR Snapshot: This provides a quick overview of various HR statistics being used within the model. As an international organization this provides great statistical insight for staffing, gender rates, and more at the click of a button. Great for executives for snapshot overview with more information if required.

Forecast vs Budget Dashboards: Provides easy to view snapshot of indirect, pure program, and management costs. At varying user levels, can view whether they are over or under budget at any given time and their projects spend based on forecast. Of course this is drillable into varying levels of detail for further analysis. Quick overview gives executives oversight internationally for varying spend types.

General Program/Project Expenses: Allow program/project heads to plan their budgets for the year, track their performance against targets and provide variance comments. In addition, as the year progresses allow them to reforecast the program/project spend based on changes in when the expense is expected to be incurred.

Contract/Professional Services: NFPs/NGOs often rely on outside professional services to help deliver projects. Funders/Donors require reporting on detailed work plans and tracking that spend. Leveraging templates designed for such arrangements, allow for selecting vendors, method of spend (variable or fixed), setting units (e.g. hours, days, etc.) and the rate (e.g. hourly, daily, etc.), as well as the description of the services being procured.

Travel Planning: The nature of the work performed by NFPs/NGOs can require travel, visiting sites, attending conferences/presentations, etc. To help plan out that process, your team can use travel templates to plan the trips, location, duration, and number of attendees. Along with that, refer to global rates for nightly accommodations, flights/train, car rentals, and per diems.