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Enterprise Resource Planning


NPOKI offers consulting services in all three phases of an Enterprise Resource Planning System (ERP) selection and implementation. Working collaboratively with the NGO staff (including country offices), we examine elements necessary to help your organization upgrade its current system or implement a new system.

Phase One - Scoping

  • Perform a high-level documentation and analysis of current relevant management information systems in use.

  • Summarize institutional history.

  • Characterize the level and need for an improved or different system/solution.

  • Create a Business Case for a new/improved financial management system, including the return on investment (ROI).

  • If an ERP system is recommended, work with staff to assess the breadth of the ERP Solution needed.

  • Develop Timeline and Budget.

Phase Two - Choosing an ERP Solution

  • Choose a Solutions Evaluation Team.

  • Write an RFP.

  • Implement a Solution Selection Process.

  • Set up Vendor Responses/Presentations.

  • Help evaluate Solution Recommendations.

  • Provide Final Analysis & Recommendations.

Phase Three - Implementing an ERP

  • Negotiate and contract with the selected vendor.

  • Document and review the business processes required for the implementation of the ERP (or solution chosen).

  • Develop a Requirements Document specific to the selected solution.

  • Create a project plan.

  • Define the phases of implementation.

  • Create a draft timeline for implementation/deployment - urgent but achievable.

  • Develop a communications plan.

  • Make a change management plan.

  • Arrange for approval points during the implementation.

  • Plan how you will test the implementation.

  • Migrate your financial data - current, historical, or both.

  • Plan your go-live activities.

  • Prepare for ongoing staff training, as needed.

  • Finalize your support and maintenance plan with your vendor.


NPOKI’s unique experience working exclusively with international nonprofit organizations provides clients with a consulting perspective that includes an intrinsic understanding of NGO business processes, funding cycles, and the specific challenges of working in low resource areas.

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