In any software search, you’ll want to keep your needs in mind. Partnering with a good systems consultant can help you identify and evaluate your organization’s needs. That said, here are some common key identifiers:
- You have used QuickBooks and are running into limitations.
- You have to use a lot of Excel spreadsheets outside your current system to get the data you need.
- You have to manipulate reports outside of your current system.
- You’re on an entry level or aging system like BusinessWorks, Sage 50, CMHC, Great Plains, Dynamics, Solomon or Fundware to name a few.
- You need to track Grants, Programs, Locations, and/or Departments.