Business Process Improvement
In today’s economy, efficiency and effectiveness are critical components to your organization’s success. Your organizations systems and processes should be streamlining your operations, providing timely decision support data and automating routine processes. If you find that more and more of your day is consumed by workarounds, duplicate effort and manual processes, it probably means that your systems and processes aren’t aligned with your need.
Most organizations put considerable effort into optimizing their systems when they first acquire them, but then time passes, requirements evolve, data accumulates and staff turns over. Over time, what seemed perfect is no longer perfect.
Finance Business Process Review
It’s not always time for new software. It’s tempting to start looking for new software when your current system stops feeling like a good fit for your needs. When your day is consumed by workarounds, duplicate data entry and manual reporting, the culprit might be your systems, but it could also be a matter of optimization.
Our experienced consultants evaluate your current accounting and back office setup, along with your organizational workflow to be not only efficient, but effective.
Why your organization should consider the JMT Finance Business Process Review:
- JMT will help you to validate your chart of accounts structure in the context of all of your internal and external reporting requirements.
- JMT can help ensure you audit and major reports for grantors, donors and board are not only compliant, but are presenting a compelling financial picture.
- JMT will interview key staff to analyze functional flow and determine where business process and your organization’s software and human capital may need to be redesigned for improved performance.
Have you ever thought you may not be maximizing the use of your accounting system? In this engagement JMT can help you assess where you are today with respect to your use of your accounting software and develop a plan to get you to where you want be.
Your organization has made a significant investment in the systems and the employees using those systems; the JMT business process review keeps your investment working for you.
Click Here to learn more about our Finance Business Process Review service.
Donor Management System Review
Wishing you could engage your donors in exactly the right way to maximize their giving potential? Does it feel like your database is littered with information that doesn’t matter, obscuring the facts and trends about your donors that will help you move the needle?
JMT’s Donor Management System Review will help your development organization objectively evaluate your database and related business processes. Our goal is to identify specific steps that can be taken to streamline the data, clean up bad data, augment the data with relevant information and empower your team to leverage the systems to the full potential.
How the Donor Management System Review will empower you to take your fundraising to the next level:
- Reduce costs associated with mailing to incomplete, inaccurate or poorly formatted addresses
- Raise more by optimizing your segmentations
- Improve visibility to donor and campaign information through meaningful reports
- Reduce effort to review data sets Identify areas where best practices can be implemented
- Identify training opportunities within your team that will improve efficiency and results
Click Here to learn more about our Donor Management System Review service.