When Brian Kabaker, chief financial officer of the HeartMath Institute, sat down to map out the nonprofit's information systems, what he saw was "the proverbial spaghetti," he recently recalled.
saw a FoxPro CRM system that couldn't communicate with an outsourced web store or an old MS 90 system for financial management.
It could take up to a month to get customer records updated and any order that came in required the staff to print out any and fax it to be fulfilled.
When the Boulder Creek, Calif.-based nonprofit began exploring a new financial system to help further its mission of partnering with schools, social-service agencies and others to help people lower stress and build resilience, Kabaker
initially suspected he'd need to bring in outside developers and consultants to build a custom product.
"We have a term here, coherence, it means everything working together - mind and body the physical heart and the emotional heart.
It provides a cascade of beneficial health effects, positive hormones, access to higher brain centers, the higher functioning aspects of the brain," Kabaker
"There's nothing we needed functionality-wise, we couldn't get," Kabaker
didn't have it, they might add it the next upgrade or we could get a developer to create the customization or find one that already did it."
In addition, the HeartMath Institute
discovered that, as a nonprofit, it was eligible for free and discounted licenses from NetSuite.org
, the company's corporate citizenship arm, as well as free pro bono services from NetSuite employees through the SuiteVolunteers
"That helped us so much.
We can't say enough about that," Kabaker