Causeway NGO ERP: From Funding to Impact
Causeway NGO ERP connects grants, spending, and programme results in one workflow. This nonprofit ERP case study shows how teams can track funding through to delivery and reporting.
Causeway at a Glance
Causeway brings finance, grants, donors, programmes, procurement, and people into a connected NGO operating platform. However, the scope of each implementation depends on the nonprofit’s work and existing systems.
| Funding | Donors, grants, funds, and approved budgets |
|---|---|
| Financial Work | Purchases, commitments, expenses, and approvals |
| Programme Delivery | Projects, activities, and delivery records |
| Reporting | Financial figures and programme evidence |
Project type: NGO ERP
Challenges in Nonprofit Funding and Reporting
Teams tracked grant money, spending, and programme work in separate places. As a result, answering a funder’s question took more time than it should.
No Shared View of a Grant
Finance could see payments, but not always pending purchases. Grant teams also had to check funding rules. Therefore, staff could not confirm the available balance from one record.
Programme Evidence Sat Elsewhere
Programme teams recorded activities and attendance, while finance tracked costs. Because the records were separate, staff had to match them to explain what each grant funded.
Reports Required Manual Assembly
Funder reports needed both spending figures and proof of delivery. Staff gathered those records from different teams, then checked and resolved any differences by hand.
How Causeway Connects Nonprofit Operations
Causeway links grants, budgets, spending, and programme records through shared funds and projects. Each team can then work with the information it needs.
How Causeway Connects Funding to Results
Causeway links each funding decision to spending and programme work. The steps below show how a grant moves from award to report.
| Funder | Grant | Budget | Programme | Spending | Activity | Report |
- Step 01
Record the Grant
The grant team records the award and its spending rules. Finance then assigns an approved budget to the programme.
- Step 02
Check the Purchase
A programme manager requests supplies. Before approval, the reviewer checks the grant rules, available budget, and pending purchases.
- Step 03
Record Cost and Activity
Finance posts the expense to the fund and project. Meanwhile, programme staff record the activity and keep proof that it took place.
- Step 04
Prepare the Report
The reporting team brings the spending and activity records together in BI dashboards. As a result, the funder can see what the money paid for and what the programme delivered.
Technology Stack & Architecture
Causeway connects grant, finance, and programme records through a shared data model. Its integration, access, and cloud deployment options support different NGO operating needs.
- Data and Integration: REST APIs, Webhooks, Bank Reconciliation, Payment Gateways, BI Connectors, Email and Notifications, Bulk Import and Export, Biometric Devices
- Security and Access: Role-Based Access, Separation of Duties, MFA, SSO and LDAP, Encryption in Transit, Encryption at Rest, Audit Logs, Full Data Export
- Deployment and Operations: Cloud Service, Sandbox, Test and Live, Backup and Recovery, Offline Field App, Queued Sync, Multi-Currency, Shared Data Model, Dashboards
Before and After Causeway
The change is easiest to see in routine tasks. Instead of asking several teams to rebuild a grant’s status, staff can examine the related records within the same workflow.
| Task | With Separate Records | With Connected Causeway Records |
|---|---|---|
| Check Funds Available | Compare budget sheets, ledger entries, and pending purchases | Review the budget, spending, and commitments together |
| Approve a Purchase | Find grant rules and earlier decisions across files | Check the request against its funding and approval context |
| Explain Programme Cost | Match activity records to expenses later | Review delivery alongside the project’s financial records |
| Prepare a Funder Report | Collect and reconcile information from several teams | Draw on related finance and programme records |
| Review a Decision | Search messages for who approved it | Follow its recorded approval history |
The exact before-and-after change depends on an organisation’s starting systems and implementation scope. Causeway’s product documentation describes the connected records and controls shown here.
Results Across Causeway Implementations
Published results from separate nonprofits show changes in finance, programme reporting, and HR. Each figure belongs to a different implementation.
Month-End Close
4days
was 12 daysA national elder-care organisation reported a faster month-end close with Causeway. See the steps in an accounts payable month-end close.
Programme Reporting
Weekly
was quarterlyA health and community programme reported programme results within the same week.
Payroll Queries
⅔fewer
about two-thirds fewerA separate multi-state nonprofit reported fewer payroll-related questions from staff.
Frequently Asked Questions
Buyers often need to know how the records connect and what an implementation involves. These answers address the operating questions raised by the case study.
How Does Causeway Connect Grants, Finance, and Programmes?
Causeway relates funding and budgets to project costs and programme activity. As a result, teams can review financial and delivery records within the same project context.
Can We Keep an Existing Specialist System?
That depends on the system and the work it performs. First, define which application owns each record. Then assess the API integration, error handling, and reconciliation work needed to keep the figures aligned.
What Should We Check During Data Migration?
Check record ownership, grant and project identifiers, opening balances, and incomplete entries. Before launch, compare migrated figures with the organisation’s approved closing records.
Does Causeway Guarantee Compliance?
No software can replace an organisation’s legal review and filing responsibilities. However, teams can configure records, permissions, approvals, and reporting controls for their operating requirements. For relevant US federal awards, review 2 CFR 200, including award identification and expenditure tracking. For US GAAP nonprofit financial statements, consider FASB ASU 2016-14 when planning net asset presentation. Where required, reconcile the information used for Form 990 before filing. These requirements apply according to the organisation’s jurisdiction, funding, and reporting obligations.
Are the Results From One Nonprofit?
No. SDLC Corp’s published examples describe different nonprofit implementations. Therefore, the results appear separately rather than as one client’s combined achievement.
See How Causeway Fits Your NGO Operations
Bring a grant or programme report your team finds difficult to produce. SDLC Corp will show where Causeway NGO ERP fits and what your implementation would need.
Planning a migration or wider rollout? See our ERP implementation services
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