"This NGO Management System is the best thing I have ever seen" - Sibusiso Mkhize, Senior Programme Manager, AIDS Foundaton of South Africa

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Detailed Feature Lists

General Platform Features Application based in a web-browser (note: it supports firefox and google chrome, but not internet explorer) Comes with a self-installing web-server Any computer can access the system on your local network, like accessing a web-site locally Low server requirements; large datasets can be run from an average laptop; on the other hand, for more than 10 concurrent users you should invest in a high-end PC. Very low user PC requirements - all the computer needs is to be able to run a web-browser. Unlimited users with over 50 different access rights Every page has a help document. Documentation maintained as a wiki online, so you can contribute. Automatic notification when there is an update. Update delivered over the internet at the press of a button. Many configuration options Integrated global analytics, so you can combine measurements from the NGO analytics, financial system, hr system etc. Audit trails and change histories exist for most data capture.
NGO Analytics Complete flexibilty to reflect your work and structure Set up the interventions your field workers do Configure what information you want to record about beneficiaries Calculate real-time outcomes Multiple methods of data capture Flexible import - supports output from cell-phone based data capture Link beneficiaries into groups e.g. families Excellent data quality checks to avoid duplicate beneficiaries Complete analyses of field workers activities tailored for supervision purposes Record non-client activities (e.g. attending meetings) and analyse by category and time spent Can admit beneficiaries to field workers and produce monthly analyses of admitted beneficiaries for each field worker Count and analyse beneficiaries according to: any logical combination of your interventions and beneficiary data, as well as, Age, Gender, Place Change in beneficiary data e.g. they became less sick, or less vulnerable Admission status, and to what type of field worker Reason for discharge Association to a funder Receiving a number of interventions per month Create your own reports according to your own requirements and prevent them from being changed by other users	Add Beneficiary Capture Timesheet Data Quality Measure Definition User-defined Report1 Measure Definition
Strategy System Can be used as a business scorecard, or as an easy way to monitor and report activities Construct goals, activities and outputs in a expandable/collapsable tree Choose different vocabulary for each strategy/scorecard Indicators defined with global analytics module Indicators can take measures from any part of the system - FinSys, HR, IMS (if available) See actual against target Roll forward strategy to next year/period Set up regular reminders to staff to achieve objectives Staff can attach documents to each strategy element, such as proposals, plans and reports Look back on previous years to see the development of strategy	Strategy Tree Strategy Element Dashboard Strategy Indicators
Financial System Double entry financial system built from scratch specifically for grass roots NGOs. Integration with Donor Relationship Management System to track restricted funds Fully networked with access rights and unlimited number of users Unlimited number of cashbooks Bookkeeper certifies document adequacy for all cashbook transactions Flexible levels of control (benevolent tyranny) effectively immitating other financial systems Define your own financial categories Nested tree of user-defined expense categories for reporting Integration with payroll system, to take salaries from accounts with particular expense categories Budgeting Original and revised budgets for each account profiled by month Set budgets for each expense category and review category budgets by month, to help with budgeting grant proposals Auto-revise budgets to keep profiled budgets equal to what you need to spend Budget holder system - grant authority to spend chosen budgets to responsible operations staff Dynamic real-time budget holder reports Online item-by-item review of expenses by budget holders Budget holders can raise online queries to finance staff directly from their budget report View reports in traditional accounting mode, or "fund-friendly" mode for when the fund crosses financial years. Set your own VAT rates. Closure of accounts - all accounts or by fund - preventing amendment. Audit history tracking all double entry amendments Bank reconciliation tools Import electronic bank statement System automatically matches items Or manually match them up Reconciliations for each bank account certified online by book-keeper Certifications summarised in Director's dashboard - a summary of the status of the system Journals can be templated and auto-reversed Automatic grant creditors and debtors journal creation Automatic calculation of unrestricted funds Full ledger searching and printing Budget reports by budget holder or by fund Monthly balance sheet report birds-eye overview Drill down trial balance Data integrity checking report Drill down by expense category Integrated with Intervention Monitoring System (implying unlimited granualarity of activity based costing)	Chart Of Accounts Cashbook Entry Reconciliation Automatic Matching Budget Holder Review Grant Reports Account Budgets Profile Budget By Category And Funder
Human Resources Define any field you want to record as text, file attachment, number, date, etc Create any number of groups of fields Optionally allow staff to edit their own HR data Option to allow staff to view all their own HR data Create reminders to staff through the messaging system based on date records Organigram shows organisational structure, including photographs Report writer counts people according to any combination of database fields, including user-created fields No limit on number of people Full history for all data, including who captured it and when Analyse people's activities through the intervention monitoring system (Develate IMS only)	Screenshots: (click for large version) Personnel Data Organigram Staff Tree Hr Report Writer
Leave System Each person selects their desired leave and then submits, with optional narrative Decide who should authorise leave; either: each person's supervisor assigned HR personnel or both Multiple concurrent applications Notifications by message and email when authorisations are requested or performed Easy display of each leave year Several leave types - Annual leave, Sick leave, Study leave, Maternity leave, TOIL, Compassionate leave, etc. Set up default annual limits for each leave type - and then over-ride for individuals if they're different Each person can see the leave of anyone they supervise leave shows on pay slips (optional) (not in Develate Business or Online)	Leave System
Electronic Appraisals Unlimited standard sets of appraisal statements Modify standard sets at creation of appraisal - or start with someone elses's latest appraisal statements Set appraisers manually, or ask the system to assign random appraisers amongst colleagues etc All appraisers are kept secret from the appraisee Reminders by message or email when appraisals are due Set up appraisals in waves (e.g. by department) for ease of monitoring Schedule appraisals in the future and get reminded Staff member can see in advance with what statements they will be appraised	Individual Appraisal Summaries Create Appraisal Wave Doing An Appraisal
Timesheet Analysis Simple but effective timesheet capture Set up as many codes as you like (e.g. by customer and activity) You decide on the units (e.g. 1 unit = 10 minutes of time) Easy analytics Mandate a minimum number of units (optional) Can send reminders to people with overdue timesheets	Timesheet
Document Management Store documents in a tree of categories Set 'necessary readers' for each document or category of documents System records who opens each document (and when) Send reminders to people who have not read a document Overall document reading report, to see how well your staff have kept up Automatic document review reminders to ensure documents are kept up to date When document is reviewed, system ensures everyone reads it again	Edit Document Category List Of Unopened Documents Document Summary Report
Certification Controls Ensure staff with critical duties certify when each duty is done Staff see reminders every time they log on for due certifications If a staff member is not doing critical duties, the system provides an audit trail for use in disciplinary processes	Certification Control
Intranet Messaging Local replacement for email for inter-office communication Easily send documents across the office Send to multiple recipients Recipients and sender can continue discussion within the message Set an expected deadline for work requests Set a level of importance Future-dated messages will not appear until the future date. Optional automatic reminders can be sent to specified people when a human resource data point is about to expire e.g. driving license or contract expiry a document is due for review in the document system any flexible reminder has been created in the DRM system or strategy system Full audit trail of any activity in message e.g. who opens attachments and when, etc Archivable and searchable	Create Message Read Message

Detailed Feature Lists

General Platform Features

NGO Analytics

Strategy System

Financial System

Human Resources

Leave System

Electronic Appraisals

Timesheet Analysis

Document Management

Certification Controls

Intranet Messaging