Nonprofit, Associations, Education

Nonprofit, Associations, Education. Social Impact Meets ERP.

The team at Caravel has been working with clients in the Nonprofit, Associations and Education sector for decades whether Not-for-Profit, Associations, Sports teams, Religious Organizations, Educational Institutions, Etc. Fund accounting, Grants Management, Donation Management, and Program Management lie at the heart of these clients. As a Certified B Corporation, Caravel is heavily invested in this sector.

NOT-FOR-PROFIT

ASSOCIATIONS

SPORTS TEAMS

RELIGIOUS ORGANIZATIONS

EDUCATION

Solution Footprint

The typical solution footprint for Nonprofit, Associations and Education clients can vary by micro vertical but typically incorporate the following functions:

Global Financial Management

  • Multi-Entity Management
  • Fund Accounting
  • Program Accounting
  • Global Accounting
  • Country Localizations & Statutory Reporting

Budgeting and Forecasting

  • Revenue Planning
  • Opex Planning
  • Workforce Planning
  • Capex Planning
  • Cash Flow Planning

Procurement

  • Vendor Management
  • Procurement Contracts and Purchase Order Management
  • PO Receiving
  • Expense Reporting and/or Expense Report Integration
  • Vendor Bill Management or Bill Pay Integration

Inventory Management

  • Inventory Management
  • Inventory Replenishment

Enterprise Reporting and Business Intelligence

  • Donor and Grant Management Analysis

Program Management

  • Project Management
  • Project Budgeting
  • Project Costing
  • Time Entry
  • Expense Reporting
  • Project Billing & Invoicing (T&M, Milestone, % of Completion)
  • Customer Payments
  • Collections
  • Revenue Recognition

Revenue Management

  • Grants Management
  • Integration to 3rd Party Donor Management Systems
  • Order Management

Integration to 3rd Party Systems & Platforms

  • Donor Management
  • CRM
  • Expense Reporting
  • HR & Payroll
  • Banking

CONTACT US

Would you like to know more?

Then get in touch now!

CALIFORNIA

2001 North Main Street, Suite 360
Walnut Creek, CA 94596-7253

‪(714) 253-4455

NEW YORK

450 Lexington Avenue
New York, NY 10017

info@caravel-partners.com
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