CONNECTED CAPABILITY
How the workflow connects.
Capabilities are connected to common master data, permissions, workflows and evidence. Exact delivery is confirmed through the edition and implementation scope.
01Membership and donor records
Configure members, donors, grants, volunteers, projects, expenses and reporting around approved nonprofit operating controls. Define the responsible team, required record fields and the conditions under which this activity is permitted.
Learn More →02Grants and program projects
Configure members, donors, grants, volunteers, projects, expenses and reporting around approved nonprofit operating controls. Connect its input and output records so that operations and finance can review the supporting references.
Learn More →03Volunteer and expense workflows
Configure members, donors, grants, volunteers, projects, expenses and reporting around approved nonprofit operating controls. Configure the access, review and exception handling needed for the selected operating model.
Learn More →04Fund and impact reporting patterns
Configure members, donors, grants, volunteers, projects, expenses and reporting around approved nonprofit operating controls. Verify representative scenarios and the required reports before production acceptance.
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