For forty two years, Kidney Health Australia has been promoting kidney and urinary tract health to consumers and the medical profession.
During that time it has funded more than $23 million for research into kidney disease. The organisation continually funds and implements awareness and education programs to help reduce the incidence and impact of kidney disease in the community, plus it provides a national network of education, care and support for patients, their families and carers.
As a not for profit organisation, Kidney Health has long understood the cost saving and efficiency benefits that come from investing in the right tools. They teamed with Professional Advantage to deploy Microsoft Dynamics GP, a professional financial management solution. To help manage call centre and fund raising activities, the two organisations designed and deployed a solution based on, Microsoft Dynamics CRM. Both software investments have provided management with far more insight into the organisation's operations and continue to inform decision making to this day.
With management reporting becoming ever more complex, it was apparent that spreadsheets could no longer meet Kidney Health's needs for accuracy and speed of reporting, and that a more professional analytic tool was required.
Faster, more accurate reporting
Reduction in staff time, photocopying and distribution costs
For the first time the board will have mobile access to critical reports anytime
The limitations of spreadsheets
Kidney Health CFO, Rosanna Care realised that management reporting was failing to keep up with the company's growing information needs.
Data for senior management and board reports was being compiled using Microsoft FRx before being exported to Microsoft Excel for review and dissemination. Frequently however, the accounting team would find that changes were required to the base data. New line items may be required or there would be edits to existing information. With each change, finance staff would have to amend the source data before generating a new spreadsheet.
The problem was all the to-ing and fro-ing took time, and what's worse, the manual methods meant occasionally, errors would creep in.
"We realised we would need an automated system at some point to eliminate problems, speed the process and improve accuracy," Care said.
In addition, the charity wanted to be able to conduct more complex analysis on its financial data.
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