Association ERP Systems | Dynamics 365

Achieve Greater Member Engagement with Flexible, Scalable Solutions

Business Central empowers associations to focus on delivering stronger member engagement, sustainable growth, and lasting impact. Whether you’re managing member services, developing new programs, or expanding your reach, this solution supports your long-term goals while maintaining operational efficiency.

Maximize every dollar and every hour to enhance member value.
Devote more time to strengthening member relationships, expanding services, and advocating for your industry or profession.
Make smarter decisions about resource allocation, membership growth strategies, and program development.
Build trust with members, stakeholders, and partners, fostering stronger relationships and unlocking new opportunities.
Demonstrate results with tracking of statistical data in addition to financial data.

Optimize Operations and Enhance Member Value with Microsoft Dynamics 365 Business Central and the Microsoft Ecosystem

Streamline Financial Management

Efficiently manage your financial data with robust tools for budgeting, forecasting, and revenue tracking.

Improve Transparency and Accountability

Enhance transparency with clear reporting and real-time Power BI visuals, meeting stakeholder needs and building trust. Combine financial and membership data for a complete view of your association and its value.

Do More with Less

Automate workflows and optimize resources with Copilot, streamlining tasks like budgeting, forecasting, and reporting. Seamless Microsoft 365 integration keeps your team connected for real-time collaboration for approvals and reports.

Grow, Adapt, and Innovate

Scale effortlessly with a cloud solution that grows with your association.

Ensure Compliance

Stay compliant with accounting regulations and donor or funding restrictions by managing tax-exempt donations, tracking grant spending, and keep your association audit-ready.

Prioritize Security

Built on Microsoft’s secure cloud, Business Central ensures your financial and membership data is protected. In addition to our ERP implementation team, we have an expert cybersecurity practice that can help you implement protocols that meet the highest data security standards.

Why Associations Choose Sikich for Microsoft Dynamics 365 Business Central Implementations

At Sikich, we understand that your members are at the heart of your organization. With over 30 years of experience working with associations, we understand how your organization operates and the unique challenges you face. Our goal is to deliver solutions that enhance your ability to manage operations, provide benefit to your members, and grow sustainably.

RIGHT-SIZED APPROACH FOR YOUR Association’s GOALS

Looking to Implement Microsoft Dynamics 365 Business Central Quickly and Efficiently?

Our HeadSTART for Associations approach is designed with configuration and processing best practices to reduce implementation time, minimize disruption, control costs, and get you live fast. This streamlined implementation saves time and money while ensuring all critical phases are covered for a smooth transition to Business Central. Once you’re up and running, additional processes and features can be gradually introduced, maximizing the long-term value of your solution and empowering you to make mission-driven decisions.

Ready to Improve Processes, Overhaul Your Chart of Accounts, or Leverage New Technology?

Our traditional implementation approach, beginning with a Business Process Alignment (BPA), is tailored to ensure we understand your unique operations, workflows, and process improvements for Microsoft Dynamics 365 Business Central.

Drawing from our experience with hundreds of associations, we recommend best practices and integrate your existing systems. By seamlessly connecting your Association Membership Software (AMS) and member portal with Microsoft Dynamics 365 Business Central, we enable unified visibility from member dues to services delivered, ensuring efficient data flow between platforms, improving membership financial data tracking, and simplifying reporting. Additionally, integrated member portals empower your members to manage their profiles, renew memberships, and access exclusive resources with ease.

We also ensure your licensing is right-sized, optimizing your investment to meet your association’s specific needs.

Vetted Third-Party Solutions

If Business Central doesn’t meet all your needs out of the box, we offer vetted solutions to provide additional capabilities like fund accounting, and multi-entity accounting. These solutions are specifically designed to complement Business Central, providing the advanced functionality associations require.

Ongoing Support

Our managed services for Dynamics 365 Business Central provide comprehensive, ongoing support, including application assistance, system administration, dedicated resources, optimization, and release management. These services ensure your D365 BC environment runs smoothly, offering improved user experience, streamlined operations, and enhanced security. With timely support, regular system reviews, and seamless updates, we allow your team to focus on core activities while maintaining a robust and optimized system.

Accounting System Considerations: What Every Organization Should Know

Discover key questions to ask about accounting software, gain insights from CPAs specializing in nonprofit accounting, and discover valuable resources.

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Accounting and compliance Made Easy

Fund Management

Automate fund balancing, close years by fund and access unlimited net asset classes for statutory reporting.

Grant Management

Automate proposal tracking, awards, sub awards and contracts.

Audit Trials

Stay at the forefront of accounting best practices by recording and saving every transaction, even when fixing accounting errors.

Budgets

Set up unlimited budgets for planning, revisions, and final versions. Import and export full or partial budgets from Excel.

Workflow Management

Improve productivity across the organization by automating mundane tasks. Create workflows that connect business process tasks across users.

Allocations

Allocate across funds, accounts and dimensions like programs, projects, grants, and departments, better manage your budgets and approvals and get detailed financial reports instantly.

Electronic Bank Reconciliation

Manage multiple bank accounts in multiple currencies. Process automatic reconciliations, positive pay, electronic payments, direct deposits, and check writing.

Entity Mangement

Manage and consolidate separate Business Central companies or multiple entities maintained within one Business Central company.

Integrations

Create powerful and automated integrations with your billing software, donor software, and other systems.

Vendors

Track your payables and expenses, from requisitions through purchase orders and invoices, then finish with your payment cycles.

Fixed Assets

Manage your organization’s assets throughout their lifetime, depreciate them according to GAAP guidelines or expense them to grants and projects.

Purchase Orders

Automate approval workflows orders based on budget available net of requisitions, existing purchase orders, commitments, and actual expenses.

Copilot

Helps associations streamline tasks with AI-powered assistance

Power Platform

Enables associations to build low-code custom apps, automate processes, and gain insights.

Microsoft 365

Secure, collaborative tools to enhance communication, document sharing, and efficiency

ALL THE REPORTS YOU NEED TO ENSURE COMPLIANCE AND REPORT WITH CONFIDENCE

Whether you want to improve efficiencies, improve production throughput, win more customers, or ensure product innovation, we’ll help you get there.

Program Expense Reports – To track expenses tied to specific programs or services.
Fund Accounting Reports – To ensure proper tracking of restricted and unrestricted funds.
Grant Usage Reports – To track and report on how grant funds are allocated.
Financial Tracking of Donations and Receipts – To monitor contributions and program revenue.
Audit-Ready Financial Statements – Statement of Financial Position; Statement of Activities; Statement of Functional Expenses; Statements of Cash Flows; and other reports for internal and external audits.
IRS Form 990 Reports – For tax-exempt status and annual reporting.
In-Kind Donation Reports – To track and value non-cash contributions.

Access to Leading Tech for Social Impact Solutions

As a Managed Partner under Microsoft’s Tech for Social Impact (TSI) group, Sikich is part of an exclusive group of just 22 partners in North America. This partnership provides us with deep insights into the latest trends and technologies that Microsoft develops specifically for nonprofits. We leverage this knowledge to help you adopt scalable nonprofit solutions, share best practices from other organizations, and guide you to Microsoft software discounts and grants that can support your nonprofit’s digital transformation.