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Case study · Nonprofit & Humanitarian

Microsoft Dynamics 365 Implementation for CWS Global

CWS Global, a U.S. nonprofit focused on humanitarian aid, disaster relief, and community development, needed a unified ERP platform to modernise financial management across regions and a complex donor ecosystem.

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Engagement details

Client
CWS Global
Industry
Nonprofit & Humanitarian
Services
ERP Implementation - Microsoft Dynamics 365 Finance & Operations

Outcome

What changed.

3 readings

The engagement

The challenge.

  • Disconnected accounting and donor reporting systems across multiple regions

  • Manual, time-consuming financial reporting processes

  • Limited visibility into grant utilisation and compliance tracking

  • Need for a scalable, nonprofit-focused ERP integrating finance, HR, and donor data

What we did.

Finalert implemented Microsoft Dynamics 365 Finance & Operations, tailored specifically to CWS Global’s nonprofit requirements:

  • End-to-end ERP deployment with customised fund accounting and grant tracking

  • Data migration and integration with HR and donor management platforms

  • Automated workflows for approvals, expense reporting, and compliance

  • Extensive validation, user training, and post-launch optimisation

The results.

  • 50% faster month-end closing

  • Real-time visibility into donor and grant tracking

  • Improved audit readiness and financial compliance

  • Automated reporting for greater accuracy and speed

  • High user adoption driven by intuitive design and training

Finalert is an outstanding finance and technology company that delivers a wide range of services and solutions with the highest level of professionalism.

Wajdi Al MowafakDirector, Financial Business, CWS Global
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Related

The sector we did this in.

Higher Education Restricted funds, grants, and departmental budget reporting. Government & Public Services Fund accounting and reporting built for public oversight. Life Sciences & Healthcare Payer mix, cost reporting, and audit-ready records.

A similar engagement

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What happens next

  1. A twenty-minute call An accountant on the line, not a salesperson.
  2. A scope and a price, in writing What the work covers, and what it costs.
  3. Onboarding on your schedule We start when you are ready, not before.
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