Case Studies Wingspan Enhances Business Intelligence with Microsoft Dynamics GP

Edit This Case Study Record

	Wingspan Enhances Business Intelligence with Microsoft Dynamics GP

Wingspan Enhances Business Intelligence with Microsoft Dynamics GP

Technology Category	Analytics & Modeling - Predictive Analytics Application Infrastructure & Middleware - Data Exchange & Integration Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions	Business Operation Quality Assurance
Use Cases	Process Control & Optimization Remote Asset Management
Services	System Integration Training
Challenge	With a 16 million-dollar investment portfolio and multiple non-profit organizations to manage, Wingspan needed state-of-the-art business technology to make accurate and strategic business planning decisions. Their operations cover a broad range of services, each presenting unique funding challenges. They recognized the need for a sophisticated business management solution to handle these diverse challenges. Read More
About Customer	Bellefaire JCB, a non-profit organization, is one of the nation’s leading providers and innovators of wellness, advocacy, and behavioral healthcare for children, youth, and their families. Located in Cleveland, OH, Bellefaire JCB operates under the umbrella of Wingspan, which manages multiple non-profit organizations. Wingspan's operations include childcare, foster care residential treatment programs, programs for autistic children, school-based programs, and in-house counseling. With a 16 million-dollar investment portfolio, Wingspan aims to leverage advanced business technology to enhance their decision-making and operational efficiency. Read More
Solution	Wingspan decided to implement Microsoft Dynamics GP business intelligence solutions after an in-depth software search and evaluation process. The CFO, Tom Browne, played a key role in developing the implementation plan, which includes using Business Portal for Microsoft Dynamics GP and Key Performance Indicators (KPI) to set and monitor divisional targets. Customized views using Business Portal allow individual program managers to track relevant information. Wingspan has rolled out Business Portal to half of their staff and plans to complete the training for the remaining divisions by the end of the year. They are also migrating from Blackbaud’s Razor’s Edge to Grant Management for Microsoft Dynamics GP and adopting Microsoft Office Outlook business-wide. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Predictive Analytics

Application Infrastructure & Middleware - Data Exchange & Integration

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Functions

Business Operation

Quality Assurance

Use Cases

Process Control & Optimization

Remote Asset Management

Services

System Integration

Training

Challenge

With a 16 million-dollar investment portfolio and multiple non-profit organizations to manage, Wingspan needed state-of-the-art business technology to make accurate and strategic business planning decisions. Their operations cover a broad range of services, each presenting unique funding challenges. They recognized the need for a sophisticated business management solution to handle these diverse challenges.

About Customer

Bellefaire JCB, a non-profit organization, is one of the nation’s leading providers and innovators of wellness, advocacy, and behavioral healthcare for children, youth, and their families. Located in Cleveland, OH, Bellefaire JCB operates under the umbrella of Wingspan, which manages multiple non-profit organizations. Wingspan's operations include childcare, foster care residential treatment programs, programs for autistic children, school-based programs, and in-house counseling. With a 16 million-dollar investment portfolio, Wingspan aims to leverage advanced business technology to enhance their decision-making and operational efficiency.

Solution

Wingspan decided to implement Microsoft Dynamics GP business intelligence solutions after an in-depth software search and evaluation process. The CFO, Tom Browne, played a key role in developing the implementation plan, which includes using Business Portal for Microsoft Dynamics GP and Key Performance Indicators (KPI) to set and monitor divisional targets. Customized views using Business Portal allow individual program managers to track relevant information. Wingspan has rolled out Business Portal to half of their staff and plans to complete the training for the remaining divisions by the end of the year. They are also migrating from Blackbaud’s Razor’s Edge to Grant Management for Microsoft Dynamics GP and adopting Microsoft Office Outlook business-wide.

Impact #1	Confident decision making: With Microsoft FRx Forecaster, Wingspan can gather accurate information and make timely, informed decisions. The state-of-the-art budget and forecasting capabilities have been crucial for their financial planning.
Impact #2	Improved planning: Implementing Microsoft Sarbanes-Oxley (SOX) Accelerator helps Wingspan follow best practices and prepare for potential future regulatory requirements. This tool also aids in reducing the time spent gathering information for accreditation processes.
Impact #3	Tighter strategic alignment: Using Analytical Accounting for Microsoft Dynamics GP, Wingspan can better align day-to-day work with strategic objectives. Consolidating data spread throughout the organization in spreadsheets is now more streamlined with SmartList Builder and other enhancements.

Impact #1

Confident decision making: With Microsoft FRx Forecaster, Wingspan can gather accurate information and make timely, informed decisions. The state-of-the-art budget and forecasting capabilities have been crucial for their financial planning.

Impact #2

Improved planning: Implementing Microsoft Sarbanes-Oxley (SOX) Accelerator helps Wingspan follow best practices and prepare for potential future regulatory requirements. This tool also aids in reducing the time spent gathering information for accreditation processes.

Impact #3

Tighter strategic alignment: Using Analytical Accounting for Microsoft Dynamics GP, Wingspan can better align day-to-day work with strategic objectives. Consolidating data spread throughout the organization in spreadsheets is now more streamlined with SmartList Builder and other enhancements.

Benefit #1	Wingspan manages a 16 million-dollar investment portfolio.
Benefit #2	Budgets range from as small as US$100,000 to several million dollars.

Benefit #1

Wingspan manages a 16 million-dollar investment portfolio.

Benefit #2

Budgets range from as small as US$100,000 to several million dollars.

Download PDF Version

Overview

Wingspan Enhances Business Intelligence with Microsoft Dynamics GP

Operational Impact

Quantitative Benefit