Are you looking to transform your reporting, budgeting, and forecasting process?

This discovery session is a great opportunity to discuss your organisation's unique situation and learn about Solver's capabilities. Receive guidance from a not-for-profit technology advisor with years of experience helping NFPs simplify their complex reporting processes. Reduce risk and gain confidence in choosing the right path for your organisation.

 

Map your journey to an improved reporting and planning process.

Understand your reporting and budgeting processes and the challenges you are experiencing.

Overview of the data sources you need for reporting and the process improvements you would like to make.

Discuss your desired business outcomes.

An overview of how Solver can meet your requirements.

A roadmap of recommended next steps to help you get started on your journey.

This discovery session is best suited for organisations experiencing challenges such as:

  • You are collating the data you need for reporting manually by exporting files from multiple non-integrated systems.
  • Your reporting and budgeting templates are based on spreadsheets which are time-consuming to manage, error-prone, and difficult to scale.
  • Operational and data silos within your not-for-profit are hindering team collaboration and the standardisation of reporting data.
  • You worry about the accuracy of the data included in the reports or about formula errors that go unnoticed.
  • Distribution of reports to stakeholders is a manual process done via email.

Duration
1 hour.

Location
Delivered virtually utilising Microsoft Teams.

Schedule
To be confirmed subject to availability.

Book your Discovery Session

Complete the form below, or contact us on 1800 126 499 to speak to one of our experts today.