The challenge
A Midwestern nonprofit providing disability services ran its programs across Salesforce, Monday.com, QuickBooks, Tebra, Stripe, MailerLite, website forms, and spreadsheets. With several disconnected systems of record, data on clients, inventory, and service history was scattered, and financial reporting meant manual consolidation across spreadsheets and QuickBooks. The team first invested in a Phase 0 design to de-risk the work, then signed the full implementation.
The pain points
Six-plus disconnected systems of record, from Salesforce and Monday.com to QuickBooks, Tebra, and spreadsheets
Business impact: Client, inventory, and service-history data was scattered and duplicated, so the organization could not report cleanly across its programs.
Financial reporting that required manual consolidation across spreadsheets and QuickBooks, with AR and AP disconnected from operations
Business impact: A slow close, difficult cash-flow forecasting, and staff time lost to reconciliation instead of client care.
Benefits eligibility and billing handled outside the core systems
Business impact: Eligibility checks and claims were not tied to service delivery, adding manual work and risk for a healthcare-adjacent nonprofit.
How we solved it
- Ran a Phase 0 discovery and solution design, an architecture, data model, and fixed-fee blueprint the nonprofit could even shop to other firms, then converted it into the full build
- Implemented Dynamics 365 Sales, Customer Insights, and Business Central as one pre-integrated platform with a single source of truth
- Built a unified work-order model spanning coordinated service management, grants, procurement, inventory, and home-modification projects
- Integrated Tebra with bidirectional claim sync and an Office Ally benefits-and-eligibility service, plus payroll into Business Central, and migrated and de-duplicated data across the legacy systems
The impact
One connected platform replacing six-plus disconnected systems, with a single source of truth across clients, services, and finance
Service delivery, grants, procurement, inventory, and finance on one work-order model with automated eligibility and billing visibility
A staged, de-risked rollout from Phase 0 design through go-live, targeted to land before year-end grant reporting
Service line
Dynamics 365 Implementation