Software Implementation
Expert Implementation, Training, & Support for Nonprofit Financial Management Solutions
Expert-led implementation, robust training, and US-based ongoing support for the industry's leading financial management solutions.
For nonprofits, wasted time is the equivalent of wasted resources — valuable, limited resources that directly impact the cause your organization supports. Our expert financial management implementation programs are designed to minimize that resource expenditure by getting you up and running quickly on a powerful solution that can automate your existing systems and processes.
With various options for customization, no upfront costs, and flexible monthly billing options, JMT makes implementing a best-in-class ERP or FP&A solution accessible for any nonprofit.
An industry-leading Cloud-based ERP and the only financial management solution recommended by the AICPA.
A cost-effective true fund accounting solution (available in Cloud or On-Premise) to help you meet all of your regulatory, audit and funder reporting requirements.
A powerful budgeting & planning solution that enables you to leverage an Excel framework to produce board-ready reports.
"We are very happy we chose JMT as our implementation partner. Not only is their nonprofit expertise invaluable, they are honest, personable, and understand what we deal with on the ground level. The implementation and transition to new software would not have gone as smooth without their guidance and support."
Our Implementation Methodology
Developed and refined through our experience supporting over 2,000 nonprofits since 1991, this is how we guarantee the success of each organization we work with.
Design
During this phase, your dedicated Project Team will work closely with you to discover and define your functional requirements. This may include designing your Chart of Accounts and system structure or mapping data for any necessary conversion.
Build
Next, our implementation experts will configure and build your custom database, populating all master records, balances, and historical data along the way to ensure your system is ready to use on Day 1.
Deploy
To ensure your organization's success, we'll validate test scripts, provide user training (in-person or virtual – whichever you prefer!) and give you the 'keys' to your brand new financial management system.
Support
Through your first period close, you'll have the dedicated support of your implementation team to answer any questions you may have as you gain confidence working within your new system. From there, our expert Support team can handle any technical issues as they arise and your dedicated Client Account Manager will serve as your dedicated point of contact for all things JMT.
You choose your budget, timeline, and level of complexity — we'll do the rest.
Express
LIVE IN 7 DAYS
For the organization that needs a new solution FAST. Limited functionality is fine for now (with the option to add complexity later).
Plus
LIVE IN 45 DAYS
Perfect for nonprofits looking for essential functionality ASAP but have flexibility in terms of long-term requirements.
CHOICE
4-MONTH IMPLEMENTATION
Designed for the average organization that has the resources and focus to design their ideal system, but a shorter timeframe to work with.
COMPREHENSIVE
6-MONTH IMPLEMENTATION
Let us build your “dream house” of accounting systems with end-to-end customization, 3rd-party integrations, onsite support, and much more.
Project success, guaranteed.
By working with a partner like JMT, you take the risk out of implementing a new system by leveraging expert-led development and training resources.
To learn more about our implementation programs for Sage Intacct, MIP Fund Accounting, or Vena, get in touch with our team here.