NGO365 is a community service management system designed to fulfill NGO’s specific regulatory requirements. The solution comes with customized front end works in calendar mode with Dynamics 365 Business Central as the core operation unit. The system supports multi-center access to system information with real-time updated records. NGO365 also allows setting different access rights to employees and units to strengthen the protection of sensitive information.
Event Management
- Sign up for multiple events at the same time
- Support online payment and use with a smart card
- Different charging methods: discount/per-time charges/monthly charges
- Mobile app: support online/offline roll call, and synchronize roll call records after the even
Project Management
- Service plan: service objects, plan goals, concepts, etc.
- Service content: team, case (visit, service, treatment, evaluation, etc.)
- Service report: performance indicators, target achievement level
- Establish milestones, financial and personnel budgets, etc.
Case Management
- Customized case management cycle
- Allow multiple review/acting reviews of cases
- Service evaluation/meeting/referral record
- File upload
Membership Relationship Management
- Support multiple membership relationships, multiple identities,
- Keep complete membership records across
- Custom membership and fees
Statistical Analysis
- Export reports that meet SWD requirements
- Provide real-time data
- According to user permissions to view the data
- Export data based on the cut-off date/fiscal year/ Project/fund management/donation
Receipt Management
- Consolidate all receipts: membership fee / event registration fee / borrowing fee, etc.
- Reprint/reissue receipt
- Export to Excel
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