delivering key applications for the not-for-profit … · as the world no. 1 erp cloud solution....

DELIVERING KEY APPLICATIONS FOR THE NOT-FOR-PROFIT SECTOR

http://www.fusion5.com.au/CloudNFP


www.Fusion5.com.au | www.Fusion5.co.nz


https://www.fusion5.co.nz/solutions/is

Helping you deliver your service

You don’t need us to tell you how important your work is. And we recognise and

appreciate that running an organisation like yours without the tools you need adds a

wholly unnecessary layer of complexity and challenge.

Fusion5 has been working with NFPs for many years, developing application

solutions tailored to their organisational needs and planning outcomes.

We listen to our clients and work in partnership, delivering the best possible

outcomes for the Board, your staff, the organisation’s supporters, your clients, their

families and our communities.

Each NFP we support gives us the opportunity to meet the unique challenges faced

by your sector head on. We take the lessons learned from the commercial sector, and

apply them to the issues and priorities of social and community service deliverers.

The changes to the NDIS (National Disability Insurance Scheme) means the need for

an efficient and accessible information system is now even more critical.

We understand why your organisation needs accountability and flexibility to meet all

your compliance targets ahead of time, and with the least effort possible.

We can rise to that challenge. That’s why we created...

CloudNFP | Join other not-for-profit organisations using our solutions Fusion5 | 3


CloudNFP: Making it easier to do good

CloudNFP integrates mature world-class products into a powerful and proven

cloud solution.

We listened to our NFP clients and used that sector knowledge to provide best of breed

block-funded or NDIS-ready case management, financials and people management

functionality, delivered as a single package to help you transition to a

‘profit-for-purpose’ model.

It alleviates your compliance headache and at the same time, it smooths the path for

operational and service delivery across your whole organisation. So you can focus your

resources on achieving your goals and increasing your social impact instead.

CASE MANAGEMENT

FINANCIALS HRIS

CloudNFP | Delivering key applications for the Not-For-Profit sector Fusion5 | 5

CloudNFP gives you organisation-wide management control within a flexible and powerful application. Core areas of operations like fundraising, constituent relationship management (CRM), as well as enterprise resource planning (ERP), inventory management, project management, eCommerce, Financial Planning, HR, Payroll and Case Management are all fully integrated. Operational visibility and reporting are a click away.

From donors and supporters, to volunteers, employees and clients - you’ll know what is happening in your organisation, anywhere in the world, in real time. A single source of truth increases efficiency and accuracy, and it gives you a complete picture at the touch of a button. Imagine how much your organisation can benefit from deeper, faster, sharable insight into your operations and processes.

CloudNFP’s purpose-built not-for-profit accounting system allows you to manage your entire revenue cycle efficiently. You can also manage your outgoings with total accountability and transparency. Our planning, budgeting, and forecasting tools for non-profit organisations promote financial stability and growth. All the facts and figures are right where you can get hold of them.

And because there’s one integrated solution, there’s only one support desk to call with any queries or difficulties. How simple is that?

The products making up CloudNFP are mature, true, best-of-breed cloud solutions, making CloudNFP more cost effective than traditional on-premise applications.

There’s no hardware to procure, no middleware to maintain, and no large licence fee to front up with. You don’t need IT staff to manage, backup, upgrade, and test the applications. Automated

upgrades are free with CloudNFP. So your ongoing operational costs go down and your Total Cost of Ownership (TCO) shrinks.

And as you’d expect, you can access CloudNFP securely from wherever you have an internet connection, on practically any device.

Save time and money

The fundamentals




CloudNFP uses Enterprise Class security, so the availability and management of your data within the cloud infrastructure is never compromised. Ever.

CloudNFP provides customisable dashboards for your system operators. Having real-time access to key performance metrics is vital when your Board or your staff need to make timely, evidence-based decisions.

CloudNFP has the tools to raise your profile and increase revenue. Our eCommerce solution allows you to sell products and services online. The social media functions enhance your e-communities and build support at the same time. As well as recording and evaluating results to show to potential funders, sponsors

and supporters, CloudNFP gets your name out there, publicises what you do and shows everyone the difference you make. And we know how important telling your story is when it comes to attracting funding.

CloudNFP is future-proofed, so it grows with your organisation. It adapts as legislation changes, priorities shift and the NFP landscape moves in response to community need. We know that the NDIS brings many changes for NFP organisations, and that you will need to be more competitive to ensure that clients see you as their preferred provider. CloudNFP will provide you with the company-wide visibility and tools to ensure you remain front of mind when your clients need you most.


High performance


CloudNFP capability overview to streamline not-for-profit organisations

ActionsScheduling

Client Incident Management

OutcomeMeasure

Quoting

Case Notes Budgeting

Client Data Collection Mobility

Alerts Reporting

Rostering

GL Summary

Leave Data

Resource Data

Timesheet Data

Debtors Data

Transactions

Client Data

Service Items

EnquiryRegistry

ResourceProfile

ClientManagement

ResourceAllocation

Referral Intake

Job Escalations

Client Assessments

Timesheet Record

Case Plan Risk Assessment

CASEMANAGEMENT

Skills, Licences and Expiry

HRIS dashboard

Remuneration

PayrollOrg Chart

Leave Management

Issued Items

Performance Management

Work Healthand Safety

Attendance Management

OnlinePay slips

Learning and Development

Workforce Planning

AlertsNotifications

Extended WEB ESS and MSS

Exit ProcessOnline

Timesheets

Workflow Approvals

Award Interpretation

WEB / MobileESS / MSS

e-Recruitment and Onboarding

Document ManagementSandbox

CRMFinancials + Fund Acct.

Billing Fixed Assets

Sales Project Management

Procurement Expenses

Inventory Management

DashboardsWorkflow

Management

Multi Entity

FinancialPlanning eCommerce POS

FINANCIALS

HRIS

CloudNFP is fully integrated and cloud-based. It contains superior and fully-tested products, including NetSuite, EmpowerHR and your choice of world-leading Care Management Solutions. Automated integration and

Single Sign-on are included as standard.

Care Management Solution

NetSuite NetSuite provides the Accounting / ERP, CRM and Financial Planning functionality of CloudNFP.

Committed to your cause

One of the reasons we support NetSuite’s solution is because they appreciate the difference you’re trying to make in the world. They set up the NetSuite.org corporate citizenship programs.

What does this mean for your organisation? You can get a portion of the NetSuite component of CloudNFP package for free and significant discounts on other components.

Yes, NetSuite donate their suite of business software to not-for-profit organisations like yours. Call us and we’ll show how to apply for the NetSuite software donation.

Financial reporting, budgeting and forecasting

The award-winning NetSuite solution is ranked as the world no. 1 ERP cloud solution. ERP means Enterprise Resource Planning and refers to the end-to-end functionality provided by a system. In NetSuite’s case, ERP covers broad areas like Financials, Sales and Marketing, Inventory, Purchasing, Project Management, and eCommerce provided as a single application.

NetSuite gives you a clear picture across your organisation with accurate, real-time analytics and dashboards. It’s mobile-friendly, can be accessed remotely, and best of all, it has the flexibility to scale with your organisation as it changes and adapts.

You can use NetSuite to automate key operational functions across the organisation, including fundraising campaigns, communications and publicity, financial reporting, financial planning and forecasting

Ongoing value

NetSuite spends a significant portion of their revenue on enhancements to the application. They make two major releases per year, and these are automatically delivered to you at no additional cost. All NetSuite users have access to SuiteIdeas - an online collaboration community. This enables users to suggest future enhancements and view, vote and collaborate on new ideas. You also get unlimited access to SuiteAnswers - a searchable knowledge centre with support articles, best practices, help topics and training videos.

Take a closer look at CloudNFP


https://www.fusion5.com.au/solutions/erp/netsuite-erp

https://www.fusion5.com.au/solutions/human-capital-management/empowerhr




Care Management Solution (CMS)

We offer you a choice of CMSs and work with a range of providers in the market. We can also work with a CMS of your choice, or one that you’ve already implemented. Typically, the care management component of CloudNFP comes with Integrated Care Management, Resource Management, Funds Management and full NDIS Compliance.

Most web-based Care Management Solutions are highly secure and efficient, and give your care managers all the support they need through legislation changes, sector uncertainty and funding pressures. With the transition to person centred care and the NDIS, the changes are more far-reaching than ever. The solutions are flexible enough to adapt to new processes, allowing you to operate efficiently and competitively.

Optimised outcomesA good CMS supports individual care planning and budgeting, and automatically measures progress towards desired outcomes. Thanks to the friendly user interfaces and mobile access, not only is service delivery easier than ever before, so is NDIS compliance reporting. Powerful workflow engines enable you to realign your operational processes and optimise your workforce.

Client and case management processes come fully automated, which means you can put standardised operations into multiple programs in the system, including reporting. So not only are client and case management activities efficient and cost-effective, you can pull up the evidence for it whenever you need it.

NDIS-ReadyWe use modern CMSs that are fully NDIS compliant and proven in the market. , They include NDIS conditions and catalogue settings for making bulk claims to the government portal.

You can seamlessly plan and deliver individualised services to clients by using the pre-configured NDIS catalogues, budgeting and funds tracking functions.

With full visibility of the budget forecast and delivered service costs, you are in full control of the process.

EmpowerHREmpowerHR provides the integrated Payroll, Human Resources, Rostering, Attendance Management and Self-Serve functions of CloudNFP.

Strategic HREmpowerHR is a strategic tool with a comprehensive people management framework. Use the standard HR processes and practices that come with the system, or reconfigure them to suit the particular needs of your staff, volunteers and supporters.

EmpowerHR manages information about your people, which means you can plan for training, performance appraisals, staff recruitment and departure. Managers can use Self-Serve to track staff trends by department or across the whole organisation. Core HR processes are streamlined; there are a range of online tools, and you can automate workflows.

Powerful payrollEmpowerHR payroll can easily manage multiple staff roles, not only through payment and costing, but also through workflow and approvals. The system can deal with multiple awards, different categories of employees and even contractors. Its strong in-built processes mean your payroll processing, plus all the necessary legal compliance, is taken care of.

Self-ServeEmpowerHR Self-Serve offers both manager and employee self-serve, with role based security. It’s fully customisable, and lets you disseminate tasks, follow workflows and track sign-offs to completion.

Feature rich awards and time and attendanceStreamline workforce management processes and reduce costs by automating processes, including personnel administration, planning, scheduling, time and attendance management, labour costing, access control, rostering, and workforce reporting. Automate award interpretation across multiple awards to streamline payroll processing.

Montrose, based in QLD, are providers of comprehensive therapy, respite, and lifestyle support for children and young adults with disabilities. First formed in 1933, Montrose now supports a wide range of clients with multiple services.

Montrose had an all too common issue with a platform containing multiple disparate systems across finance, payroll, budgeting & forecasting and CRM, together with a heavy reliance on spreadsheets for analysis and reporting. NetSuite presented a compelling solution for finance, budgeting, reporting and CRM. Fusion5’s experience with business application delivery and the relationships developed with its senior people gave Montrose the confidence to trust Fusion5 with the implementation of NetSuite.

The primary drivers behind the decision to select NetSuite include:

Single database application covering ERP, CRM, Budgeting and Forecasting

Pure cloud eliminating the need for expensive upfront investments in IT hardware

Ease of integration with other selected systems

No large up-front licence fee

Flexibility to add additional capability in the future

Ability to adapt to the NDIA requirements for billing once defined

The NetSuite solution, including the Adaptive Planning module will provide Montrose with customisable dashboards where users can access real-time data. All these functions work towards streamlining Montrose’s processes, increasing efficiency and productivity, and supporting intelligent and timely business decision making.

While still in the early stages, Montrose hopes to measure many more successes from using NetSuite as their business application solution.


Montrose

http://www.montrose.org.au/

Service to Youth Council (SYC) is a community organisation centered on employment, training and youth services. With a core purpose of positively affecting the lives of young people in Australia, each year SYC helps more than 40,000 people of all ages in the areas of Home, Wellbeing, Learning and Working. SYC has a national presence with offices across four states, employing approximately 450 staff.

SYC saw the long term benefits of having strong HR systems integrated with Payroll to manage the various parts of the operation.

However, being a Not-for-Profit organisation required a robust system to fit within a specific budget.

In addition to the cost saving benefits of an outsourced system and the inbuilt processes that EmpowerHR offered, Fusion5’s EmpowerHR software ticked the boxes in providing capacity for growth and an all-in-one Payroll / HR system. To ensure cost containment for future requirements,

Fusion5 recognised the importance of SYC in the community and made sure the software was affordable.

Now a long term user of EmpowerHR, SYC has grown significantly and as such, has expanded the EmpowerHR system to manage the ever increasing needs of the organisation. The long term benefits of an HR solution integrated with Payroll have paid off.

Managers now have hands-on, real-time access to all their employee details so timely decisions are made without the need to request this information from a third party. EmpowerHR also provided good time savings, removed bulk printing and distribution of pay slips.


Services to Youth Council

http://www.syc.net.au/

Fusion5 has implemented business solutions for more than 700 customers over 10 years.

Our team has extensive experience in delivering business application projects and has a complete understanding of how to configure software to support the needs of not-for-profit organisations. Our ability to design, build and deliver a not-for-profit solution is unique in Australia and New Zealand and our sound project methodology ensures every project has a successful outcome.

Some of our customers in the not-for-profit industry include:

Fusion5 and the not-for-profit sector




Our integrated partnership approach enables customers to source their implementation and support services, across the CloudNFP core business applications, from one key partner - Fusion5. Our team of highly qualified project managers and consultants means our track record for delivering on time, on budget projects is second to none. Our ability to support a wide range of business solutions means our customers can enjoy the benefits of consolidated support through a highly committed business partnership with a CMS provider of your choice.

And because there is one integrated solution, there’s only one support desk to call with any queries or support requests provided through our Customer Centre.

Fusion5 has been delivering world-class solutions across key functional areas of an organisation for over ten years including Enterprise Resource Management, Customer Relationship Management, Customer Experience, HR / Payroll and IT Service Management.

We provide strategy and implementation services to help organisations improve their businesses. Our large teams of specialist and experienced consultants provide thought leadership and best practice consultancy to drive business value, as well as highly skilled implementation and support services to deliver core business applications.

+61 2 8240 3800 | [email protected]

Delivered by Fusion5


mailto:Brynt.Moggach%40Fusion5.com.au%20?subject=

ISINDUSTRY SOLUTION

CloudNFP Snapshot

MATURE COMBINED SOLUTIONCloudNFP offers a mature integrated solution to address

all of your operational requirements including Financials,

CRM, Case Management, HR, Payroll, Budgeting &

Forecasting and eCommerce.

CLOUD FLEXIBILITYA true cloud solution with

built-in flexibility to incorporate

future changes in legislation

and NDIS readiness.

PRODUCTIVITYAccuracy and efficiency within

the organisation increases

productivity and saves time

and money.

TRANSPARENCYReal-time analytics, easily accessible reports, and key

performance indicators increase your organisation’s

efficiency and accountability. Vital business data is

analysed and displayed from right within the system.

INFORMED DECISION MAKINGAccurate, real time information

allows better strategic

decision making.

Improve operations within your non-profit organisation, contact us today. www.fusion5.com.au/CloudNFP

Australia | +61 2 8240 3800 | [email protected]

CASE MANAGEMENT

FINANCIALS HRIS

https://www.fusion5.com.au/solutions/is



mailto:Brynt.Moggach%40Fusion5.com.au?subject=Fusion5%20%7C%20CloudNFP%20%7C%20eBook


delivering key applications for the not-for-profit … · as the world no. 1 erp cloud solution....

Documents