NGO Financial Management Deployment Case Study

This case study outlines the deployment of Workday Financial Management for a non-profit non-government organization (NGO) focused on healthcare. The organization faced challenges due to the need for a holistic upgrade of their back-office systems, necessitating a big-bang deployment approach. The primary objective was to enhance project-based accounting and financial reporting, which are critical for their operations reliant on grants. The NGO partnered with Invisors to navigate product limitations and ensure compliance with unique accounting requirements. The study details the collaborative efforts to prioritize business-critical needs and conduct honest risk assessments throughout the deployment process. It highlights the tailored solutions provided for grants and projects, emphasizing the importance of a decentralized procurement process and asset life-cycle management. The case study also notes the support provided by Invisors during the transition period, aiding the NGO in achieving operational readiness and adapting to the new system.