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ASSURANCE PLANS FROM TGO CONSULTING

CLIENT SUCCESS STORY

Ongwanada saves with TGOs Custom Assurance Plans

Ongwanada

We had a great system with Microsoft Dynamics GP, but we knew we were
underutilizing it.

-Nicole Cooper, Ongwanada

Industry:
Not-for-Profit

A not-for-profit, accredited organization, Ongwanada


offers a wide range of individualized services and
community supports to approximately 600 people
with developmental disabilities and their families in
Kingston and Eastern Ontario.

Location:
Kingston, Ontario

System:
TGO listened to Ongwanadas challenges and

Microsoft Dynamics GP

developed an Assurance Plan


Nicole Cooper, Communications and Change
Coordinator, summed up the initial state of things,
We had a great system with Microsoft Dynamics GP
(GP), but we knew we were underutilizing it.

Challenge:
Ongwanada was looking for a
system to solve their business
challenges, but had a limited
budget.

Solution:
TGO designed a custom
Assurance Plan for
Ongwanada allowing them to
keep their current system and
upgrade it. The Plan was
spread out over three years
to keep within budget.

Results:
Ongwanada saved on system
costs and revamped their
business processes. They are
now more efficient and have
saved time and money.

TGO followed its proven methodology, starting with a


detailed Discovery session. As the process began, it
was clear that Ongwanada wasnt sure about the kind
of solution they needed. Instead of prescribing a
generic fix, TGO listened to their challenges and
developed a plan to best fit their unique
requirements.

TGO helped Ongwanada understand their real


business needs

TGO got the ball rolling with a full site assessment.


Helping the client better understand their real
business needs, TGO worked closely with the finance,
procurement and human resources (HR) departments
to redesign their processes, and improve efficiencies
in each area.

An Assurance Plan is a plan customized


based on the clients specific business
requirements, a unique feature of TGOs
approach to customer satisfaction that
sets them apart.

A not-for-profit, Ongwanada had a limited budget.


TGO therefore produced a tailored, comprehensive
Assurance Plan at a fixed annual fee. An Assurance
Plan is a plan customized based on the clients specific
business requirements, a unique feature of TGOs
approach to customer satisfaction that sets them
apart. A typical plan includes support, onsite visits,
diagnostic calls and small projects.
For Ongwanada, the Plan mapped out projects for the
next three years, including support. More than just a
technology solution, the Plan was designed to
support Ongwanadas goals and vision for the
community.

TGO completed the following projects:

Electronic Bank Reconciliation implementation


Management Reporter conversion and report library deployment
Chart of accounts clean up
Vendor clean up
Procurement process implementation
Invoicing using GP
Basic employee database using HR
Fixed Assets implementation
HR certification/qualification tracking and notifications
An upgrade to GP 2013 (previously on version 2010)

2015 TGO Consulting Inc. All rights reserved. All other trademarks are the property of their respective owners.

ABOUT TGO CONSULTING


TGO Consulting is an award
winning business software
solution provider based in
Markham, Ontario. TGO
supports clients across Canada
and the United States to
streamline and improve their
bottom line by implementing
leading-edge business
management solutions. Since
1988, TGOs financial and
business experts have
delivered 2500+ innovative
technology-based solutions
specializing in Enterprise
Resource Planning, Business
Intelligence, Business Process
Management, and Corporate
Performance Management.

Toronto Head Office


905 470 6830

Breakdown of how TGO helped Ongwanada:

Reduced the number of systems


Eliminated rekeying of information and therefore, reduced potential for errors
Simplified compliance for their non-profit organization
Saved $27 000 in software costs in the first year alone
Automated redundant tasks; created reports and emailed them to department heads
Increased visibility across the entire organization
Helped them take full advantage of their investment in GP

Because the organization was upgrading to a new


version of GP, Ongwanada took advantage of the
TGO Assurance Plan which provided them with
expert training and advice needed in order reap the
full benefits of the solution. Ongwanada was
provided with diagnostic calls, in-class and online
training and a Tips and Tricks session customized to
their needs. In addition to training, Ongwanada
received one-on-one onsite user reviews, an onsite
Excel use review and recommendations session, and
annual reviews.
TGOs custom Assurance Plan also provided
Ongwanada access to a dedicated, in-house support
team. The team provides full support to all GP
modules and any third party add-ons to their
solution.

TGO made it possible for Ongwanada to take


full advantage of their existing system

866 239 1113


www.TGO.ca

Ottawa Region
613 526 8896

info@TGO.ca

access everything they needed. In addition to core


finance, purchasing and accounts payable modules,
GP 2013 also gave them access to human resources
and fixed assets. They immediately took advantage
of all these modules! Ongwanada avoided the costs
of new software, maintenance and user licenses of
their old systems.
Another important factor to consider was that
Ongwanada is a not-for-profit. They are required to
meet certain standards to retain their accreditation.
By consolidating their various systems, the data is
stored in a central location. This allows for
employees across all departments to easily access
information required, therefore, making compliance
easier.
The system greatly reduced manual processes for
the finance, procurement and human resources
departments. With system workflows set in place,
purchasing, invoicing and financial reports are
automatically created and distributed accordingly to
the department heads. This process was complemented with alerts and approvals. This not only
saved the employees time, it allowed them to focus
their energy on more strategic tasks.

Working closely with TGO, Ongwanada revamped


their business processes which helped make each
area of their business more efficient, saving time and Overall, Ongwanada had what they needed to excel,
but with the help of TGO, they were able to take full
money. Most importantly, TGO made it possible to
advantage of their system, eliminate manual protake full advantage of their existing system.
cesses and increase efficiencies.
Prior to TGO coming on board, Ongwanada ran
multiple satellite systems for their day-to-day
operations. What they didnt realize was that the
solution they already owned could do everything
they needed! By simply upgrading their ERP, they
were able to get the functionality they required in
one system.
For example, Ongwanada was originally using three
separate Human Resource systems. With GP 2013,
they were able to eliminate one system and integrate the other two staffing solutions into their ERP.
As a result, the department no longer had to rekey
data into three separate systems, thus, eliminating
potential for error and saving employees time.
TGO saved Ongwanada $27,000 in software costs in
the first year alone. With the aforementioned
systems, Ongwanada would have had to purchase
additional modules to keep the systems running.
After a full site assessment and evaluation of
licenses, TGO discovered that by upgrading their
current GP system to the latest version, they could

Nicole Cooper summed up Ongwanadas experience


of working with TGO Consulting, TGO will take you
out of the box and find solutions that will help your
organization. With money saved, funds can now be
allocated to the 600 members of the community.

TGO will take you out of the box


and find solutions that will help
your organization. With money
saved, funds can now be allocated
to the 600 members of the
community.
-Nicole Cooper, Ongwanada

2015 TGO Consulting Inc. All rights reserved. All other trademarks are the property of their respective owners.