NPS

Features, Value, and Benefits

Non-Profit Solutions is dedicated to helping nonprofits streamline their financial and administrative processes with customized SharePoint-based solutions, automated workflows, and AI-powered tools.

Centralized
Hubs

Custom SharePoint sites include an Innovation Hub, HR Hub, Finance Hub, Data Entry Protocol Hub, Grants Hub, News & Events Hub, and more.

Custom
SharePoint Lists

Organize and manage your data effectively with custom SharePoint lists tailored to your needs for project tracking, onboarding, billing, and compliance reporting.

Microsoft 365
& Integration

Your Smart Hubs are built within your SharePoint environment and is integrated with your organization’s Outlook, Teams, Power Automate, Power BI, and other Microsoft 365 apps.

Workflow
Automation

Boost productivity with automated workflows that handle repetitive tasks, approval requests, or report generation seamlessly.

Automated Finance Forms

Streamline your financial processes with tailored forms that ensure accuracy and efficiency with custom calculations, fields, and dropdowns integrated with your Microsoft365 environment.

Self-Service
Resource Center

Your Finance Hub includes custom pages with user manuals and video tutorials on how staff can navigate the hub, submit forms, request approvals, approve and reject requests, and process the forms.

Role-Specific
Access

Custom views on dashboards relevant for staff, approvers, administrative and finance teams. Grant secured access to relevant teams or staff members.

Version Control
& Audit Trails

Track form changes and submissions for compliance. View past versions of any file, and be audit-ready.

Custom Calculations
& Codes

Use your organization’s custom codes for funders, projects, or general ledger items. Separate unallowable and billable amounts and split billable amounts between multiple funders and projects.

Key Features

& Deliverables

Multi-Department Collaboration

Your Finance Hub includes custom pages with user manuals and video tutorials on how staff can navigate the hub, submit forms, request approvals, approve and reject requests, and process the forms.

Integration with Email & Teams

Auto-populate user details from Microsoft 365 to save time and notify users of approvals, rejections, or required actions with precision and speed.

Approval
Escalation

Automatically reassign pending requests after a set timeframe or require a 2-person approval process.

Value Proposition: Why Choose NPS?


At Non-Profit Solutions, we provide tailored SharePoint-based financial and workflow automation solutions designed specifically for nonprofits. Our approach transforms inefficient, manual processes into streamlined, automated workflows that increase efficiency, enhance transparency, improve security, and scale alongside your organization. Here’s how our solutions deliver unparalleled value:

Efficiency: Maximize Time & Productivity

Nonprofits often rely on manual, labor-intensive processes to manage purchase requisitions, approvals, reimbursements, and vendor payments. This leads to delays, errors, and wasted staff time that could be better spent on mission-critical activities.

  • Automated Financial Workflows: Digitize expense approvals, reimbursements, and procurement.

  • Custom SharePoint-based financial forms, eliminating the need for paper or Excel-based tracking.

  • Power Automate-Driven Approvals: Ensure seamless, real-time approval routing, reducing email back-and-forth delays.

  • AI-Assisted Processing: Leverage Team ChatGPT and automation to process repetitive tasks faster and with greater accuracy.

  • Pre-Configured Templates: Accelerate onboarding and project management with customizable SharePoint lists for tracking grants, billing, and HR workflows.

    Impact:

  • Reduce financial processing time by 50%, ensuring faster access to funds and reimbursements.

  • Save 10-15 hours per week per staff member by automating routine finance and compliance
    workflows.

Transparency: Real-Time Visibility & Data Accuracy

Nonprofits often struggle with manual tracking and lack of visibility into their financial and operational processes. NPS ensures that every transaction, approval, and workflow step is logged, tracked, and visible in real time.

  • Real-Time Dashboards: Access live updates on project statuses, billing workflows, grant approvals, and financial reports via Power BI and SharePoint dashboards.

  • Automated Reports & Notifications: Reduce miscommunication and follow-ups by ensuring every stakeholder receives automated alerts on pending tasks, approvals, and financial reports.

  • Audit-Ready Documentation: Generate compliance-ready audit trails, reducing the risk of lost documents or unapproved expenditures.

Impact:

  • Eliminate approval bottlenecks by providing a real-time view of pending, approved, and rejected financial requests.

  • Reduce financial discrepancies by 80% through automated checks and role-based access permissions.

  • Ensure compliance with funders and auditors by maintaining detailed, auto-generated approval logs.

Security: Protect Data & Ensure Compliance

Manual and outdated systems put sensitive nonprofit financial data at risk—from unauthorized access to data breaches due to unsecured spreadsheets and email-based approvals. NPS eliminates these risks by embedding Microsoft 365 security features into every workflow.

  • Role-Based Access Control (RBAC): Restrict who can view, edit, and approve financial documents based on job roles, ensuring sensitive data stays protected.

  • Microsoft 365 Encryption: Protect financial records, grant applications, and compliance documents with enterprise-grade encryption and secure cloud storage.

  • Automated Compliance Enforcement: Prevent unauthorized transactions and non-compliant financial approvals by enforcing pre-set validation rules.

  • Secure Data Retrieval & Storage: Maintain a centralized, secure repository for financial records, expense reports, and grant billing documents in SharePoint Online, ensuring they are never lost or misplaced.

Impact:

  • Eliminate reliance on unsecured spreadsheets and email-based approvals, ensuring financial data is protected at every step.

  • Reduce financial fraud risk by 90% through automated approval and tracking mechanisms.

  • Maintain funding compliance and audit readiness by ensuring tamper-proof records and version-controlled financial forms.

Scalability: Grow Without Limits

As nonprofits grow, their operational needs become more complex. NPS solutions are designed to scale seamlessly, ensuring that organizations of any size—from small grassroots teams to large national coalitions—can benefit from automation without excessive costs or unnecessary complexity.

  • Customizable Modules: Pick and choose from a suite of features tailored to your organization’s needs, whether it’s financial automation, grant management, or HR workflows.

  • Expandable Workflows: Start small with basic automation and scale up as your nonprofit grows, integrating new approval processes, reporting dashboards, and AI-powered optimizations without disrupting existing workflows.

  • Cost-Effective Growth: Unlike traditional one-size-fits-all IT solutions, NPS lets you only pay for what you need, allowing for gradual, budget-friendly upgrades.

  • Multi-Department Compatibility: Ensure smooth cross-functional collaboration by integrating financial teams, HR departments, and compliance officers into one unified SharePoint environment.

Impact:

  • Scale from a 5-person team to a 500+ organization without overhauling your workflows.

  • Save thousands software costs by leveraging Microsoft 365’s apps, reducing the need for 3rd-party software subscriptions.

  • Maintain operational efficiency as you grow, ensuring financial workflows remain seamless, automated, and audit-ready.

Tangible Benefits & Measurable ROI

Implementing NPS solutions leads to significant time and cost savings, improving operational efficiency and ensuring compliance with financial regulations.

Time
Savings

✅ 600+ hours saved per year for
nonprofits processing 1,500+ financial
forms annually.
✅ 50% faster approval times for financial
and HR workflows.
✅ 15+ hours saved per week on
administrative tasks through automation.

Cost
Reduction

✅ $27,480 in annual cost savings for
organizations switching from manual to
automated workflows.
✅ 80% reduction in human errors, preventing
financial discrepancies.
✅ Lower administrative overhead by
streamlining HR, finance, and compliance
workflows.

Accuracy & Compliance

✅ Automated audit logs to ensure
compliance with funders and regulatory
bodies.
✅ Real-time financial tracking to prevent
duplicate payments and unauthorized
expenditures.
✅ Data-driven reporting to improve
strategic decision-making and resource
allocation

Domestic Violence Non-Profit Located in Texas

Before NPS Implementation

🚫 Manual approvals led to delayed reimbursements and inefficiencies.
🚫 Frequent errors in data entry resulted in incorrect financial reports.
🚫 Staff spent hours tracking down documents and approvals.

After NPS Implementation

✅ 50% reduction in processing times for approvals.
✅ 80% fewer data entry errors through automated validation.
✅ $31,905 annual savings in administrative costs.
✅ Increased staff satisfaction with streamlined workflows.

Proven Impact: Real-World Case Study