Case Study: Russell Sage Foundation streamlines grant management and financial reporting with CAL Business Solutions and Microsoft Dynamics GP

Russell Sage Foundation cuts payment entry from 2 days to 5 minutes with CAL Business Solutions

The Russell Sage Foundation, a nonprofit dedicated to social science research, faced a significant challenge as its grants management and Microsoft Dynamics GP financial systems operated in isolation. This disconnect required extensive double data entry, created reporting difficulties, and caused inefficiencies across departments. They partnered with their Dynamics GP vendor, CAL Business Solutions, to address this integration problem.

CAL Business Solutions implemented a custom integration between the new grants management system and Dynamics GP, utilizing tools like Analytical Accounting and Management Reporter. The results were transformative, reducing the monthly payment reconciliation process from two days to just five minutes. CAL's solution eliminated manual errors, saved considerable time and paper, and provided a clear electronic audit trail, greatly improving organizational communication and financial control.

Russell Sage Foundation