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Operations Essentials for Nonprofits

Zimney & Company

The simplest way to manage your nonprofit's funding, projects and workforce.

Operations Essentials for Nonprofits helps organize and manage operational information and activities specific to nonprofits.

Take another step in your digital transformation with a cloud-based app that is built on the Common Data Model for Nonprofits. Functionality to support essential operations comes ready to use on Day 1, as well as the ability to customize and tune to your specific needs. With centralized information your team will work from a secure, single source of truth that ensures you can grow with confidence.

Simplify your operations

Funding Management

Track details of each source of funding providing a complete picture of funds with or without restrictions and awards from proposal to close.

  • Manage Funders and Contacts (CRM)
  • Track Funds with or without restrictions
  • Manage Awards including:
    • Subawards
    • Subcontracts
    • Deliverables
    • Planned Payments
    • Objectives

Project & Cost Management

See all project work in one place – from setup to budgeting to reporting. Support for multi-currency and real-time visibility of time and expenses means less scrambling at the end of each financial period.

  • Manage Time & Expense
  • Project Budgeting
  • Cost Center Budgeting
  • Budget Encumbrances
  • Manage Agreements
  • Track Vendor Performance
  • Plan Trips
  • Manage Requisitions

Workforce Management

Build a complete picture of how your workers will spend their time and ensure accurate budgeting and planning of labor costs even as they change over time.

  • Worker Details
  • Compensation Plans
  • Labor Cost Schedules
  • Plan Worker Level of Effort
  • Track Compliance
Work seamlessly and securely with familiar tools

Built on Microsoft’s Power Platform, Operations Essentials does not require Dynamics 365, however, can be deployed to an existing Dynamics 365 environment. With direct integration to all the apps in your Office 365 environment including Excel, Word, OneNote, and more, you can rely on the same security and accessibility as enterprise customers around the world.

In addition to the nonprofit-specific features of the app you can:

  • Access your information from anywhere, on any virtually any device
  • Control access using one of the many preconfigured security roles or create your own
  • Work directly with documents stored in OneDrive or SharePoint
  • Create rich analytics and reporting working directly from your data using Microsoft Power BI
  • Integrate with your other systems or tools using Microsoft Power Automate
At a glance
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