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:

  1. You have used QuickBooks and are running into limitations.
  2. You have to use a lot of Excel spreadsheets outside your current system to get the data you need.
  3. You have to manipulate reports outside of your current system.
  4. You’re on an entry level or aging system like BusinessWorks, Sage 50, CMHC, Great Plains, Dynamics, Solomon or Fundware to name a few.
  5. You need to track Grants, Programs, Locations, and/or Departments.