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What Nonprofits Ought to Know About Course of Automation


Think about you had an additional hour every day to do big-picture, significant work. What would you do?

As a lot as 20 % of human work hours are spent on boring, repetitive laptop duties. In the event you didn’t need to manually replace giving data or click on 5 buttons to maneuver an approval ahead solely to click on the identical 5 buttons for the subsequent one, you’d have the ability to concentrate on extra essential tasks, equivalent to reaching out to donors, figuring out group wants, and rising your mission.

Right this moment’s software program platforms have a lot of built-in instruments that take away a lot of that guide work, if you understand how to make use of them. Course of automation might be scary for nonprofits as a result of it might probably really feel like you might be giving up some management. However implementing automated processes will help you guarantee constant controls and set your group up for progress.

With a transparent understanding of what enterprise course of automation means to your nonprofit, you’ll be able to determine methods to avoid wasting time in your fund accounting administration and enhance effectivity throughout your group.

Making the Case for Automation in Nonprofit Organizations

Right this moment’s donors need to know their sources are making an affect. However for organizations already doing extra with much less, documenting these outcomes usually takes time they don’t have. Nonprofit organizations want to point out their affect clearly and confidently, however guide processes and a number of knowledge sources usually get in the best way.

The common U.S. worker spends virtually 5 hours per week on repetitive duties, taking invaluable time from already stretched workers. These repetitive duties might be much more prevalent in nonprofit organizations, the place updating donor profiles, getting into items, or documenting grant functions are on a regular basis occurrences.

One Blackbaud buyer, San Diego Humane Society, was capable of save greater than 200 hours of workers time by automating their sustained giving program, eliminating the guide work of charging every donor every month.

Not solely does automation give your workers extra time to do extra impactful and strategic work, however it might probably additionally offer you extra confidence that your affect monitoring is correct. Handbook processes can result in errors in your knowledge. Usually, 1% of keystrokes in guide knowledge entry are incorrect, not together with missed fields or the dreaded Excel kind chosen column fiasco. Poor knowledge well being can at minimal trigger a donor request to be returned undeliverable, losing money and time. At worst, dangerous knowledge can obscure your group’s affect and trigger you to lose funding.

Defining Frequent Automation Phrases for Nonprofits

When you’ve a course of that works, it’s straightforward to maintain utilizing it regardless of how inefficient it’s, particularly when the choice is digging into complicated new know-how with unfamiliar terminology. Understanding the frequent phrases round automation and the way they apply to your nonprofit will assist to make the adoption course of much less intimidating.

Listed below are a number of ideas to construct your data base round automation and the way it may be utilized in a nonprofit group.



Merely put, automation is utilizing know-how to enhance processes, and visibility between processes, with minimal human enter, which permits your nonprofit to scale extra successfully.

How this is applicable to nonprofits: Your group will have the ability to deal with extra grant functions and packages with out having so as to add headcount as a result of time-consuming guide processes, equivalent to deal with verification and approval administration, are executed robotically.



Workflow is a time period for the foundations and sequence {that a} course of follows to get a process from begin to end. Workflows might be analog or executed by way of a pc program.

How this is applicable to nonprofits: Right here is an instance of a workflow: a donation arrives by verify within the mail. Somebody opens the mail. Somebody enters the verify into the ledger. Somebody deposits the verify. Somebody matches the deposit to the verify. Somebody allocates the quantity of the verify to a program. Somebody sends a thanks be aware to the donor.


Workflow Automation

By automating a workflow, you utilize know-how to switch guide processes with a system that completes duties with minimal human oversight.

How this is applicable to nonprofits: You arrange guidelines inside your fund accounting software program so expense requests are routed to the right approver based mostly on the greenback quantity, this system related, or expense sort, for instance. This automation hurries up the method and eliminates the workers time to manually route the bills. It might additionally guarantee funds are used as donors meant by establishing automated inner controls.


Set off

Inside an automatic course of, the set off is the occasion that units the method in movement.

How this is applicable to nonprofits: Your workplace supervisor provides a brand new bill to the system, which triggers an e mail to the one who must approve the fee. This is able to take away the necessity to manually craft an e mail, which saves time within the second and retains the method transferring.



Inside an automatic course of, the situation tells the system which course of to take.

How this is applicable to nonprofits: For bills over $500, your inner controls require two signatures. When an bill is added to the system, it triggers the approval course of. If the system sees that the quantity is $250, it would route the approval for one signature. But when the quantity is $600, it would route the bill to get two signatures.


Enterprise course of administration

All organizations have methods of doing duties. Some had been developed by way of trial and error. Some had been instituted by somebody who now not works on the group. With enterprise course of administration, you consider repetitive processes all through your group and analyze how they are often improved, no matter who created them and the way lengthy they’ve been used.

How this is applicable to nonprofits: Have a look at how an expense strikes by way of your approval course of. Establish guide duties, equivalent to chasing paper requests across the workplace, getting guide signatures of approval, hounding a colleague for a receipt. All these guide processes finally decelerate the fee course of and may go away you with sad distributors.


Enterprise Course of Automation

Enterprise course of automation is the method of transferring staff to higher-value actions as a substitute of guide, redundant work. Utilizing automation to create a extra environment friendly group that scales successfully.

How this is applicable to nonprofits: Integrating your financial institution and bank card feeds instantly into your fund accounting platform securely passes that data by way of and auto-matches to what’s already within the ledger. As a substitute of ready for statements at month-end and manually reconciling them line-by-line, you’ll be able to run reviews weekly and shut the books quicker. Think about a day once you don’t even want to organize expense reviews to ship out to your group. As a substitute, they will handle their bills as quickly as they occur and get the enterprise workplace the data they want.


Utility Programming Interface (API)

An API is a set of protocols that creates a handshake between two totally different software program platforms. That handshake permits the software program to share data in a means that each platforms can learn it.

How this is applicable to nonprofits: The info can move a method, equivalent to incorporating bank card prices into an expense monitoring system, or two methods, equivalent to passing buyer updates between a CRM and a ticketing platform to maintain monitor of loyalty membership utilization. For instance, your improvement group enters donor items in Blackbaud Raiser’s Edge NXT® and it robotically creates a journal entry in Blackbaud Monetary Edge NXT® for evaluation, saving time and eliminating errors.


Integration Platform as a Service (iPaaS)

An iPaaS is a platform or suite of instruments that permits a number of integrations between any mixture of cloud or on-premises options. These instruments assist handle the APIs required to move data between two techniques.

How this is applicable to nonprofits: Many instruments, equivalent to Monetary Edge NXT and Microsoft Merchandise, have built-in integrations that don’t require vital administration. For instance, Monetary Edge NXT and Raiser’s Edge NXT combine to tie your fund accounting and constituent relationship administration system collectively with none technical know-how. Nevertheless, in case your group has an skilled IT group that prefers to handle or construct their very own APIs between your techniques, you would possibly take a look at an iPaaS.


Synthetic Intelligence (AI)

AI is the power for computer systems and packages to make choices that might usually require human brainpower.

The way it applies to nonprofits: Utilizing a fundraising resolution that leverages AI helps scale back the variety of conditions the place you permit cash on the desk with donors by strategically participating the proper donors on the proper time and for the proper degree of request. For instance, Raiser’s Edge NXT makes use of AI to evaluation donor demographics and previous giving knowledge and determine who to succeed in out to about various kinds of fundraising efforts.



An algorithm is a algorithm that a pc program follows so as to carry out a process or get a desired consequence.

The way it applies to nonprofits: A grantmaking platform makes use of a weighted algorithm to judge which grant functions out of a whole lot are finest suited to guide evaluation.


Machine Studying

The following step from conventional AI, machine studying permits laptop techniques to adapt based mostly on new data offered, with out further directions from people.

How this is applicable to nonprofits: The extra grant functions a basis approves, the higher this system is at figuring out those which are probably to be accredited and this system adjustments the weightings to mirror that perception.

Understanding Automation is Key to Your Nonprofit’s Progress

Good course of automation lets you concentrate on discovering know-how that finest matches your most well-liked strategies as a substitute of letting your know-how dictate the way you handle your group. It additionally helps you optimize your processes as a substitute of utilizing workflows that now not match along with your group, despite the fact that it’s the best way it has all the time been executed. With APIs and different automation instruments, you’ll be able to have your most well-liked instruments work collectively and decrease your guide processes.

To be taught extra about incorporating course of automation into your nonprofit’s fund accounting, watch our recorded webinar, “Automating the Nonprofit Finance Workplace: What CFOs Must Know.”










Carrie Watkins is a senior content material advertising supervisor at Blackbaud and has been writing about complicated subjects within the banking, know-how, training, and nonprofit industries for greater than 20 years. Earlier than becoming a member of Blackbaud, she led the advertising initiatives for an academic know-how nonprofit working to decrease the price of faculty credit score. She usually volunteers with organizations that concentrate on meals insecurity in her group and has a Bachelor of Journalism from the College of Missouri.




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