IDC infobrief: Non-profits benefit from modern enterprise software View Infobrief
NON-PROFIT
Do good for the world and your workforce.
Keep up your good work while remaining accountable and serving your employees. With Workday, you can access real-time data to measure mission effectiveness, demonstrate how funds are used and create a culture of belonging.
Decreased onboarding time from half a day to 30 minutes.
Finance staff created custom reports by using data-driven decision-making and reporting.
Reduced administrative costs by 17% and increased donor confidence by maximising mission impact for spend.
Saved 220% of its goal and saw a 15% ROI by budgeting for mission achievement.
Realised 50% more efficiency in grants operations by focusing on enhanced financial stewardship.
SOLUTION USE CASES
A use for every aspect of your organisation.
To meet your unique demands as a non-profit organisation, you need a proven pathway to the cloud. With Workday, you benefit from the support you need to adapt, innovate and scale – all while fast-tracking your move to the cloud. |
Stewardship of Endowments and Financials
ENHANCED FINANCIAL STEWARDSHIP
Drive purposeful stewardship of endowments and financials
Enable long-term planning, allow for rapid scenario analysis and optimise resource allocation. With Workday, you can:
Improve decisions around endowment income
Deliver improved insights
Allocate resources to maximise achievement for every pound
Learn how your peers use Workday to enhance financial stewardship. Watch the webinar.
Featured capabilities
Collaborative Planning
Cloud-based system
Replace spreadsheets and paper documents.
Single planning solution
Provide accessible information to all business areas.
Unlimited Scenario Modelling
Machine learning
Improve prediction accuracy.
Scalable, flexible in-memory modelling
Build models on the fly to address changes.
Seamless execution
Turn plans into action.
Mission Strategy Alignment
Resource allocation
Plan effectively to fulfil mission-critical activities.
Rapid scenario analysis
Respond to change quickly.
Native reporting and analytics tools
Democratise data to end users for improved decision-making.
Unified Grants Management
ENHANCED FINANCIAL STEWARDSHIP
Unified grant management.
Optimize grant processes and reduce the cost of compliance. With Workday, you can:
Link grant data to payroll, time collection, and other cost-related business areas
Mitigate risks and ensure compliance with automated processes
Prevent grant overspend and underspend
Learn how your peers use Workday for fully integrated grant management. Read the datasheet.
Featured capabilities.
Single Source of Data
Unified system.
Gain a comprehensive view across finance, HR, and payroll.
Business process framework.
Track post-award activity.
Integrated planning.
Use built-in planning tools to optimize the entire grant process.
Scalable and Automated Post-Award Processes
Real-time synchronization.
Better manage budget to actuals.
Spending alerts.
Trigger notifications and thresholds for grant spending.
Effort certification.
Certify effort and charge salary over the cap.
Compliance and Audit
Configurable business processes.
Automate non-allowable expenses and labor.
Holistic reporting.
See expense levels across multiple grants.
Always-on auditing and secure permissions.
Track activity at every level and define auditor roles.
Scalable Financial Operations
ENHANCED FINANCIAL STEWARDSHIP
Scalable financial operations
Gain real-time access to essential financial data, expedite transaction reporting and improve financial audit trails. With Workday, you can:
Align financial and mission goals
Eliminate manual financial processes
Improve planning for operational needs
Learn how your peers use Workday to enhance financial stewardship. Watch the webinar.
Featured capabilities
One Data Source
Single system
Access financial, HR, grants and payroll data in one platform.
Foundational data model
Review activity in depth with a single source of truth.
Drill back to transaction details
Gain deeper insight.
Comprehensive Automation
Business process framework
Analyse and monitor key processes with ease.
Expedited approvals
Eliminate tedious manual tasks.
Seamless workflows
Optimise operations.
Collaboration/User Experience
Intuitive UI
Take the friction out of tasks.
Mobile-driven
Take care of business from anywhere.
Personalised dashboards
Gain insights to take the right action.
Flexible Financial Dimensionality
ENHANCED FINANCIAL STEWARDSHIP
Flexible financial dimensionality
Improve financial accuracy and control, increase reporting granularity and dimensionality, and simplify your chart of accounts. With Workday, you can:
Gain better insight on programme spend
Understand which transactions impact specific expenditures
Manage approvals on risky transactions
Learn how your peers use Workday to enhance financial stewardship. Watch the webinar.
Featured capabilities
Flexible Data Model
Multidimensional
Configure to unique accounting needs.
Real-time at a glance
Analyse data at any time.
Non-disruptive reorganisation
Prevent disruption from organisational changes.
Business and Accounting
Deep visibility
Capture operational level activity automatically.
Real-time accounting
Track budgets, expenses and transactions.
Multi-basis reporting
Improve accuracy and control.
Modern Architecture
Operational drillback
Gain a granular transaction view.
Increased dimensionality
Analyse activity across every dimension.
Consolidate and Close
ENHANCED FINANCIAL STEWARDSHIP
Consolidate and close
Simplify your chart of accounts, reduce monthly close cycle times and ensure compliance and accountability. With Workday, you can:
Simplify your chart of accounts
Reduce time to consolidate and close
Automate the audit process to free up resources
Learn how your peers use Workday to enhance financial stewardship. Watch the webinar.
Featured capabilities
Machine Learning-Infused Transactions
Always-on anomaly detection
Continuously detect anomalies and irregularities.
Machine-learning recommendations
Intelligently surface exceptions and recommendations.
Financial close checklist
Close faster and accurately.
Continuous, Automated Accounting
Holistic reconciliation
Consolidate results from multiple companies.
Real-time reconciliation
Reduce time to consolidate and close.
Configurable business processes
Tailor to automate tasks, route approvals and send reports.
Always-On Self-Documenting Audit
Compliance at the core
Benefit from undefeatable electronic evidence.
Single source of truth
Effortlessly review data with drill-down functionality.
At a glance
View consolidated results any time.
Maximise Mission Impact for Spend
Budget Optimisation
MAXIMISE MISSION IMPACT FOR SPEND
Optimise your budget
Improve decision-making, empower end users and realise time and cost savings. With Workday, you can:
Gain better insights into operational budgets
Better engage stakeholders with the budget process
Reduce budget cycle times
Want more information? Get in Touch.
Featured capabilities
Streamlined Processes
Simple and intuitive
Make budget book creation easy.
Ease of delivery
Speed financial and management reporting.
Continuous Planning to Execution
Single source of truth
Access integrated planning, analytics and reporting in one platform.
Reduced budget cycle
Allocate and edit funds and immediately see results.
Built for the Business User
Empowered end users
No accounting background required.
Expense Management
MAXIMISE MISSION IMPACT FOR SPEND
Expense management
Implement better spend controls, establish more efficient business processes and increase both user adoption and satisfaction. With Workday, you can:
Control maverick spend
Improve the expense reimbursement process
Reduce the risks of manual processes
Want more information? Get in Touch.
Featured capabilities
Touchless Expense Processing
Use anywhere
AI-driven mobile receipt processing.
Always-on auditing
Continuous tracking powered by ML.
Better rates
Analyse spend to negotiate discounts.
Comprehensive Automation
Custom validations
Benefit from more efficient business processes.
Native mobile
Increase user adoption and satisfaction.
Configurable business processes
Execute seamless workflows and automate approvals.
Action from Anywhere
Flexible
Take advantage of mobile submissions.
Mobile forward
Take care of approvals from anywhere.
Approval delegation
Make workflows easy and intuitive.
Budgetary Control and Reporting
MAXIMISE MISSION IMPACT FOR SPEND
Budgetary control and reporting
Simplify your reporting and user experience, improve compliance and controls, reduce reporting variance. With Workday, you can:
Minimise costly overruns
Gain real-time insight into budget consumption
Automate budget controls
Want more information? Get in Touch.
Featured capabilities
Budgetary Control Frameworks
Budget tracking
Ensure budget checking across spend.
Agility
Adapt structures and controls to your needs.
Long-term planning
Strategise with multiyear budgeting.
Real-Time Budget to Actuals
Consistency
Parent-child structures keep changes aligned.
Continuous Planning
Keep track of encumbrances and pre-encumbrances at all times.
Year-End Roll Forward
Flexibility
Roll all or part of your unspent budget forwards.
Adaptability
Roll over procurement documents.
Responsible and Strategic Sourcing
MAXIMISE MISSION IMPACT FOR SPEND
Responsible and strategic sourcing
Reduce time spent on sourcing, make smarter and more sustainable purchasing decisions, and optimise contracts and outcomes. With Workday, you can:
Better monitor supplier performance
Establish a process for choosing diverse and sustainable suppliers
Meet savings targets and scale sourcing
Want more information? Get in Touch.
Featured capabilities
Streamlined Sourcing
Intake and pipeline management
Streamline the sourcing process.
Collaboration
Simplify stakeholder input.
Accelerated
Fast-track RFx process.
Contract Management
Renewal alerts
Stay on top of contracts.
Built-in support
Streamline reporting.
Ease of use
Contract templates and customised search terms.
Supplier Management
Risk and sustainability
Choose diverse, sustainable suppliers.
Onboarding
Bring suppliers in faster.
Supplier 360
Manage your supplier relationships and highlight consolidation options.
Predictable spend
MAXIMISE MISSION IMPACT FOR SPEND
Predictable Spend
Reduce costs and optimise spend, increase your visibility and governance, and improve user adoption and satisfaction. With Workday, you can:
Reduce risk in manual processing and out of policy spend
Simplify the ordering process
Control spend to ensure responsible financial stewardship
Want more information? Get in Touch.
Featured capabilities
Modern Experience
Ease of use
Guidance to the right items and suppliers.
Expedited
Immediate status updates.
Automated insights
ML-enabled category recommendations.
Comprehensive Control
Configurable
No coding for spend processes.
Streamlined process
Configurable alerts, notifications and validations
Secure, shared access
Choose who sees order and inventory data.
Spend Analysis
Blended data
Visibility into operations and finance together.
Solve problems
Uncover unmanaged spend issues.
Collaboration tools
Share insights across the organisation.
Data-Driven Decision-Making and Reporting
Funding Compliance and Stakeholder Accountability
DATA-DRIVEN DECISION-MAKING AND REPORTING
Funding compliance and stakeholder accountability
Improve compliance controls, implement proactive audit and compliance standards, realise faster time to action. With Workday, you can:
Better align processes across the organisations
Quickly and accurately provide required reports
Manage organisational change vehicle ensuring compliance
How can you make your data work harder for you? Read the report.
Featured capabilities
Business Process Framework
Secure
Manage controlled, secured documents with ease.
Customisable
Tailor unique dimensions and worktags.
Automated
Automate tasks, route approvals and send reports.
Continuous Audit and Compliance
Always-on auditing
Enable proactive audit and compliance.
Flexible
Set conditional rules.
Auditor dashboard
Answer questions with complete visibility and a single system for auditors.
Secure, Automated Controls
Secure
Manage security, on-site or remotely.
Adaptable
Update rule and routing as needed.
Time-saving
Empower your people with self-service functions and controls.
Board Reporting and Management Analysis
DATA-DRIVEN DECISION-MAKING AND REPORTING
Board reporting and management analysis
Improve reporting accuracy, generate reports faster and increase reporting usage and visibility with leadership. With Workday, you can:
Ensure accurate reporting
Easily share reports and metrics with key stakeholders
Automate production of board and annual reports
How can you make your data work harder for you? Read the report.
Featured capabilities
Robust reporting
Multi-basis reporting
Track across cash basis and modified accrual basis.
Regulatory reporting
Ensure accuracy and compliance.
Ease of use
Streamline budget book and annual report creation.
Rich Insights
Metrics and scorecards
Track KPIs and business performance.
Object data model
Build reports with unlimited dimensionality.
Dimensional analysis
Analyse across every dimension including external data.
Secure and Easy to Use
Security permissions
Grant role-based access to collaborate and distribute safely.
Persona-driven dashboards
Speed decision-making.
Project reporting
Build project reports with ease.
Insights from External Data
DATA-DRIVEN DECISION-MAKING AND REPORTING
Insights from external data
Gain deeper insights, democratise data access and improve agility and efficiency across the organisation. With Workday, you can:
Determine budget performance by employee
Uncover areas of wasteful spend
Measure trends for service requests and response times
How can you make your data work harder for you? Read the report.
Featured capabilities
Ingest Data from External Systems
Single source of truth
Blend diverse external data for reporting.
Easy to Use
Consumer-grade
Enjoy a seamless user experience with faster data set search results.
Intuitive interface
No coding required.
Access anywhere
See reports and dashboards on any device with secure role-based access.
Cloud-Delivery Model
Automatic updates
Keep data synced and current.
Single security
Keep your information secure.
Streamlined
Recognise fast deployment and greater time to value.
Extend Applications for Further Mission Achievement
DATA-DRIVEN DECISION-MAKING AND REPORTING
Extend applications for further mission achievement
Extend business capabilities, realise faster time to value and reduce technology complexity. With Workday, you can:
Deliver a more consistent user experience
Make internal processes more efficient
Standardise systems, technologies and applications
How can you make your data work harder for you? Read the report.
Featured capabilities
Leverage Workday Core Model
All-in-one
Work on one platform.
Personalise
Create new business objects, processes, tasks, reports and security domains.
Prebuilt Solutions
Efficient
Benefit with fast development and testing.
Ready for you
Leverage prebuilt templates, customer-contributed solutions and reference apps.
Extended capabilities
Accelerate app design and deployment with certified partners.
User-Friendly
Intuitive
Enjoy drag-and-drop functionality.
Universal
Create consistent user experience.
Automatic
Report data source and complete REST API provided automatically.
Augmented People Analytics
DATA-DRIVEN DECISION-MAKING AND REPORTING
Augmented people analytics
Enable more strategic workforce planning, make better people decisions and gain insights into equity and diversity across the workforce. With Workday, you can:
Uncover both opportunities and risk on your teams
Justify staffing decisions
Automate repetitive processes
How can you make your data work harder for you? Read the report.
Featured capabilities
Tailored Insights
Real time
See prioritised data in dashboards and reports.
Progress monitoring
Surface equity and diversity metrics.
Workforce analytics
See what’s working and pivot as needed.
Democratised Data
Drag and drop
Make data easy to access.
Security permissions
Grant role-based access.
Easy to understand
Make people data clear and place insights in context of historical trends.
Built-in Automation
Streamlined
Automate repetitive tasks.
Continuous Planning for Resilience
Growth and Sustainability
CONTINUOUS PLANNING FOR RESILIENCE
Growth and sustainability
Rapidly adapt to growth, effectively align to goals and plans, and achieve a comprehensive view of organisational health. With Workday, you can:
Learn where best to invest resources and time for growth
Determine which long-term model is sustainable for mission achievement
Effectively prepare for future growth and incorporate new acquisitions faster
Discover how to better adapt and plan in a changing world. Read report.
Featured capabilities
Real-Time Insights
On-demand budget insights
Act on what you see.
Democratised reporting
Gain clear and easy to access.
Flexible Growth Enablement
Configurable business processes
Tailor to your needs.
What-if scenarios
Rapidly assess business impact.
Streamline acquisitions
Reduce integrations and accelerate setup.
Comprehensive Financial Management
Integrated
Manage endowment pool and endowment accounting together.
Scenario Planning
CONTINUOUS PLANNING FOR RESILIENCE
Scenario planning
Decrease time and effort to plan, establish better planning collaboration, improve budget transparency. With Workday, you can:
Collaborate on the budget more easily
Reduce manual planning efforts
Improve change forecasting
Discover how to better adapt and plan in a changing world. Read report.
Featured capabilities
Powerful Modelling Engine
Unlimited scenarios
Save as many scenarios as you want.
Ease of use
Easily access budget, expense and encumbrance transactions.
Compare plans to actuals
Better manage demand.
Engage the Entire Organisation
Intuitive UI
Request and view budgetary requests in one place.
Intuitive collaboration
Share information easily.
Real-time visibility
Inform stakeholders at all levels of organisation.
Transparency and Accountability
Always-on auditing
Track activity across all versions, changes and submissions.
Automated
Eliminate error-prone manual processes.
Workforce for Good Planning
CONTINUOUS PLANNING FOR RESILIENCE
Workforce for good planning
Reduce your time to plan, gain improved insights and analysis, and enable better decision-making. With Workday, you can:
- Fill workforce gaps more quickly and in alignment with financial goals
Leverage real-time, trusted data to make critical people decisions
Improve time to make organisational changes
Discover how to better adapt and plan in a changing world. Read report.
Featured capabilities
Accurate, Unified Data
Foundational data model
Review real-time transactions across people and financials.
Drill back to transaction details.
Gain deeper insight.
Tailored insights
Visibility into org diversity, composition, hiring and performance.
Decision Support
Machine-learning insights
Drive more informed decision-making with easy-to-use dashboards.
Cost-impact modelling
See real-time costs immediately.
Headcount reconciliation
Align hiring, transfers and retention plans with financials.
Process Automation
Unlimited versions
Save as many versions as you want.
Compare plans to actuals
Better manage demand.
Seamless execution
Turn plans into action.
Secure Business Continuity
CONTINUOUS PLANNING FOR RESILIENCE
Secure business continuity
Streamline processes and make it easier to adapt to change. With Workday, you can:
Ensure your data is secure
Reduce the complexities of your technology environment
Make changes to processes without heavy reliance on IT
Discover how to better adapt and plan in a changing world. Read report.
Featured capabilities
Adaptable Framework
Cloud-based technology
Ensure business continuity.
Single security model
Keep data and privacy safe across the entire organisation.
IT friendly
Easily manage and maintain.
Configuration, Not Customisation
Self-documenting processes
Benefit from better business process documentation.
Programming-free
Reduce reliance on IT.
What-if modelling
Dynamically model org structure scenarios.
Continuous Innovation
Scheduled updates and upgrades
Updates and fixes run in the background.
Always on
99.7% uptime commitment with no notable exclusions or exceptions.
One version, always
Automatically update to the newest.
Stakeholder Engagement Across the Organisation
CONTINUOUS PLANNING FOR RESILIENCE
Stakeholder engagement across the organisation
Streamline internal and external reporting, maximise visibility and minimise risk, and establish stronger collaboration for mission achievement. With Workday, you can:
Collaborate across functions
Streamline reporting
Build trust with your stakeholders
Discover how to better adapt and plan in a changing world. Read report.
Featured capabilities
Adaptable Framework
Cloud-based technology
Ensure business continuity.
Single security model
Keep data and privacy safe across the entire organisation.
IT friendly
Easily manage and maintain.
Secure and Easy to Use
Security permissions
Grant role-based access to collaborate and distribute safely.
Persona-driven dashboards
Speed decision-making.
Metrics and scorecards
Track KPIs and business performance.
Visibility and Transparency
Robust reporting
Gain rich insights.
Customise
Power unlimited dimensionality and detail combined with third-party data to determine risk.
Intuitive
Leverage built-in approvals, access and controls.
Diverse and Engaged Workforce for Good
Recruit and onboard
DIVERSE AND ENGAGED WORKFORCE
Recruit and onboard
Streamline recruitment processes, improve time to hire and increase user adoption and engagement. With Workday, you can:
Attract the right workers for every job
Hire and onboard fast
Better plan for employee attrition
Want more information? Get in Touch.
Featured capabilities
Built-In Automation
Dynamic candidate workflow
Speed up the recruiting process.
History tracking
Consolidate candidate history to ensure qualifications.
Contract builder
Send offers faster.
End-to-End Talent Acquisition
Internal and external sourcing.
Widen your talent pool.
Interview and candidate management.
Hire as a team.
Connection to compensation.
Send competitive offers.
Consumer-Grade Experience
Convenient self-service
Empower candidates and provide a seamless onboarding experience.
Personalised
Tailor journey to applicant.
Mobile-driven.
Allow candidates to search and apply for jobs from anywhere.
Employee Engagement
DIVERSE AND ENGAGED WORKFORCE
Employee engagement
Build a diverse workforce, improve employee engagement and productivity, and reduce regrettable turnover. With Workday, you can:
Gauge employee sentiment
Measure workforce alignment to company mission and values
Cultivate a sense of belonging
Want more information? Get in Touch.
Featured capabilities
Active listening technology
Personalised surveys
Track engagement, D&I, health and well-being.
Intelligent question targeting
Ask the right questions.
Survey automation
Ensure consistent feedback.
End-to-End Talent Acquisition
Employee sentiment insight
See data in real time.
Machine learning and semantic search
Help applicants find the right job.
Impact correlations and benchmarking
See how you measure up.
Consumer-Grade Experience
Contextual learning and prescriptive actions
Help your people grow.
Dashboards for everyone
Enable two-way collaboration.
Confidential, real-time conversations
Get honest feedback.
Flexible Work Model
DIVERSE AND ENGAGED WORKFORCE
Flexible work model
Empower end users, enable greater agility and provide anytime, anywhere access. With Workday, you can:
Prepare for the future of work
Support non-traditional work models
Provide employees with the necessary tools to do their jobs
Want more information? Get in Touch.
Featured capabilities
Adaptable Architecture
Agility at the core
Plan for the future of work.
Change management
Automatically document change for audit purposes.
Easily Configurable
Intuitive
One tool for all business process changes.
Programming-free
Reduce reliance on IT.
Native Mobile
Native mobile
Take care of business from anywhere.
Personalised dashboards
Gain insights to take the right action.
Intuitive UI
Take the friction out of tasks.
Belonging and Diversity
DIVERSE AND ENGAGED WORKFORCE
Belonging and diversity
Gain insights into progress and commitments, employ a more diverse, productive workforce and establish a culture of inclusion and belonging. With Workday, you can:
Attract and retain diverse talent
Understand the makeup of your workforce
Want more information? Get in Touch.
Featured capabilities
Critical Insights to Drive Change
Holistic workforce data
Drive real-time change.
Reporting and analytics
See outcome-based belonging and diversity metrics.
Strategic Action
Progress monitoring
Track your D&I initiatives.
Skills-based hiring
Ensure equitable access to opportunity.
VIBE Index™
Ensure inclusion and equal pay.
Meaningful Experiences
Employee sentiment survey
Measure how your employees feel.
Personalised experiences
Foster inclusion and belonging.
Skills Development and Training
DIVERSE AND ENGAGED WORKFORCE
Skills development and training
Improve employee engagement and retention, improve allocation of resources and deliver personalised learning experiences. With Workday, you can:
Ensure you have the right people in the right roles
Stay on top of required certificates and training
Develop your best talent
Want more information? Get in Touch.
Featured capabilities
Career Growth and Development
Opportunity graph
Offer up clear career pathways.
Job recommendations
Suggest gigs based on skills and interests.
Democratised opportunity
Give everyone the chance to grow.
Skills Analysis and Matching
Skills ontology
Understand the skills you have.
Reports and dashboards
See skills analytics.
Skills tracking
Measure skills against business needs.
Learning and Training
Machine-learning recommendation.
Intelligently suggest learning.
Certification and licence tracking
Keep track of training.
Alerts and notifications
Send automatic learning reminders.
Employee Experience and Well-Being
DIVERSE AND ENGAGED WORKFORCE
Employee experience and well-being
Allow greater self-sufficiency and improve employee engagement and connection. With Workday, you can:
Empower and engage employees
Measure employee satisfaction and productivity
Better support an overstretched workforce
Want more information? Get in Touch.
Featured capabilities
Self-Service Functionality
Built-in workflows
Make processes easier.
Time-tracking, expenses, tax forms and more.
Take care of everyday tasks.
Comprehensive guidance
Offer support when needed.
People-Centred Design
Survey and feedback loop
Keep communication open.
Tailored experiences
Be there for moments that matter.
Push notifications
Keep people connected.
Consumer-Grade Experience
Native mobile
Take care of business from anywhere.
Chatbot and search
Provide help at the moment of need.
Natural workspaces
Meet your people where they work.
IDC on the state of non-profits.
What do you get with modern, more accurate and faster processes? Better financial decisions and planning. With modern enterprise software, organisations can excel and make an impact.
CUSTOMER SUCCESS
The world’s leading retail organisations adapt to change with Workday.
Find trusted solutions to do more
Dive into partner and industry accelerators tailored for the non-profit sector.
See how we put our customers at the centre.