Case Study: Caring and Sharing Exchange increases efficiency to serve 25,000+ people with Oracle NetSuite

Caring and Sharing Fulfills Its 'People Helping People' Mission with NetSuite.org

Caring and Sharing Exchange is a nearly 100‑year‑old nonprofit in Ottawa that coordinates donations and services for partner agencies and low‑income residents. The organization was hampered by silos across Microsoft Office, QuickBooks and Access, heavy manual work and duplicate data entry, and frustrated partner agencies — limiting visibility into donations, volunteers and recipients and reducing time available for fundraising and program delivery.

By moving to NetSuite ERP, Inventory Management and CRM (through NetSuite.org) and adding a Pitney Bowes address‑validation app and a NetSuite Partner Center, Caring and Sharing consolidated its data and automated coordination. The change halved coordination time, improved real‑time visibility into finances and donations, enabled online self‑service, helped avoid more than $600,000 a year in duplicate donations and allowed the nonprofit to better target communications — expanding its ability to assist more than 25,000 low‑income people in the Ottawa area.

Caring and Sharing Exchange