Phase 2 · Evaluate One-page checks

Can anyone post without a grant?

Six yes-or-no questions for a multi-country NGO. A single no means the donor pack is still a merge.

Six yes-or-no questions for a multi-country NGO. A single no means the donor pack is still a merge.

1. Is it impossible to post a payment without programme, funder, grant and budget line?
2. Is it impossible for a field office to raise a purchase order that exceeds the remaining grant?
3. Can headquarters produce the funder pack from the ledger, without an export?
4. Do a US or European headquarters and the country offices share one dimension set?
5. Do payroll and disbursements post into those same dimensions?
6. Is the grant agreement loaded as data, with the budget held in the system?
The article behind this check Funder reporting in one click: the data model that makes it possible. All checks
How an engagement runs

It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.

01

Discover

Process workshops, data audit, and a fit-gap against the standard product.

02

Design

Solution blueprint, integration map, and the extensions we will actually need.

03

Deploy

Configuration, migration rehearsal, role-based training, UAT and phased cutover.

04

Support

Hypercare, managed services, client portal, scheduled optimisation reviews.

What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.

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