monday.com and tally integration for an NGO
About The Company:
The client is a non-profit organization dedicated to skill development and job placement across multiple states in India. The organization works with diverse stakeholders, including donors, government grant providers, beneficiaries, volunteers, and employers.
Customer Challenges:
With recent expansions, the foundation needed a structured approach to manage projects, donor relationships, and financial tracking. Their primary objective was to adopt a digital solution that could enhance operational efficiency and improve visibility across different departments. They faced several operational challenges that hindered their efficiency and scalability. Some of the key issues included:
- Task and Resource Management: The organization struggled with tracking assigned tasks and ensuring proper resource allocation across multiple offices.
- Donor Relationship Management: Maintaining relationships with donors and managing seasonal fundraising activities required a more structured approach.
- Financial Tracking: The foundation relied on Tally for financial management but lacked an integrated system to monitor receivables and payables alongside other operational processes.
- Project and Sales Activity Tracking: There was no comprehensive project management tool in use, leading to fragmented communication and difficulty in monitoring sales/outreach efforts.
- HR and Reporting Needs: The organization needed a solution for recruitment tracking, performance management, analytics, and reporting capabilities.
- Mobile Accessibility: Field teams required mobile-friendly access to manage projects and donor interactions efficiently.
Solutions:
To address these challenges, They partnered with us to implement a tailored solution using Monday.com integrated with Tally. The key solutions provided included:
- Implementation of Monday.com CRM: A dedicated CRM solution within Monday.com was set up to streamline donor management, sales activity tracking, and project/program management.
- Tally Integration: The finance software Tally was integrated with Monday.com, allowing seamless financial tracking, including receivables, payables, and overall financial reporting.
- Customized Project Management Workflows: Task and project management features were implemented to improve clarity on assigned work, track progress, and enhance collaboration.
- HR and Performance Tracking: Recruitment, employee performance tracking, and internal communication tools were introduced within Monday.com.
- Advanced Reporting and Analytics: Dashboards and reporting features were configured to provide visibility on key metrics, including fundraising, donor contributions, and project performance.
- Mobile Accessibility and Guest User Access: The solution was optimized for mobile use to support field teams and provided guest access to external collaborators and stakeholders.
Results:
The implementation of Monday.com and Tally integration yielded significant improvements in the foundation’s operations:
- Improved Task and Resource Allocation: Teams gained better visibility into assigned tasks, reducing delays and improving collaboration.
- Enhanced Donor Management: The CRM system allowed for better tracking of donor interactions, contributions, and fundraising campaigns.
- Streamlined Financial Processes: With the integration of Tally, financial tracking became more efficient, eliminating manual data entry and reducing errors.
- Better Decision-Making with Analytics: Real-time dashboards and reports provided valuable insights for strategic planning and performance evaluation.
- Increased Efficiency with Mobile Access: Field teams could now update project status, communicate with stakeholders, and track donor activities seamlessly from their mobile devices.
Technology and Tools Used:
monday.com, Tally
Final Words:
The integration of Monday.com with Tally provided a robust digital infrastructure to manage its growing operations effectively. By streamlining donor management, project tracking, and financial processes, the foundation could focus on its core mission—empowering individuals through skill development and job placement. With CloudCache Consulting’s tailored implementation and training approach, the foundation is now well-equipped to scale its impact across India. This case study highlights how the right technological solutions can transform non-profit operations, improving efficiency and stakeholder engagement. Read our happy clients’ reviews on Fiverr.
