20
More innovation from One suite, many solutions. A comprehensive, integrated software suite designed exclusively for America’s workforce investment boards. Executive Program Fiscal

One suite, many solutions

  • Upload
    others

  • View
    0

  • Download
    0

Embed Size (px)

Citation preview

Page 1: One suite, many solutions

More innovation from

One suite, many solutions.A comprehensive, integrated software suite designed

exclusively for America’s workforce investment boards.

• Executive• Program• Fiscal

Page 2: One suite, many solutions

You’re continually asked to do more with less,so how can you do it all?

How can you better serve more customers with the same limited resources? How can you operate more efficiently? How do you operate at maximum capacity?

As local workforce investment boards struggle to make the most of limited funding, the number of people seeking help from One-Stop Career Centers continues to grow. Adding to this challenge are rising employer demands for top-notch skills and education, as well as more stringent requirements from the federal and state governments for improving efficiency to retain funding.

Welcome to

Page 3: One suite, many solutions

If you stick with the status quo,you can’t do it all.Q:What can I do better?

A: Automate and integrate. Manual processes and/or the use of many separate automated systems that do not share data waste your team’s valuable time and typically do not yield valuable management information required to run your business. In addition to being slow and ineffective, these manual processes are costly and resource-intensive, involving approval from a multitude of individuals across departments and levels. Compounding this issue is the fact that systems used on the program side do not integrate with those used by fiscal managers, resulting in huge knowledge gaps across your organization.

It is our belief and experience that a single system combining both programmatic data along with accounting information will give your management team the reports necessary to make good decisions.

Q:What’s at risk?

A: Under serving your community /over spending your budget. In our 20 years of experience we have seen both. On one hand, there is the WIB that scales back their services in an effort to not go over budget only to find out after the year end that they underspent their budget and had to return unused funds. On the other hand, there is the WIB that continues to serve customers not realizing that they have over committed their funds. Either of these situations results in an unhappy Board of Directors. Workforce PS provides real-time information allowing your to avoid both overspending your budget and underserving your community.

Q: What’s there to lose?

A: Funding and performance. In addition to threatening the livelihood of your workforce investment board, these disjointed and tedious processes also hurt program participants. Without a means of helping people in real-time, your organization may significantly delay job placement as clients wait several days or weeks to be approved for training and other services. Additionally, without a clear, timely view of how much money is available, you might be leaving funds on the table that could help additional people secure work.

So, what’s the answer? How can you move beyond the spreadsheets, databases and stacks of paper currently relied upon to do your job? How can you adopt more effective and successful operating procedures without completely up-ending your organization?

Page 4: One suite, many solutions

Believe it or not, the answer is quite simple.

• Executive• Program• Fiscal

Introducing the Workforce Productivity Suite (Workforce PS) from NonProfit Technologies (NPT)... Learn how the Workforce PS integrates all of the features required for the successful operation of your workforce board. By providing comprehensive, real-time insight into what is going on in your organization, Workforce PS replaces redundant, manual processes with automated procedures, improving both client service and operational efficiency.

A fully integrated, customizable system, Workforce PS enables workforce investment boards to automatically track, manage and report on every service they provide to program participants.

Created specifically for workforce investment boards, the system brings together accounting, case management and universal customer tracking in one, unified solution, eliminating the need to work with multiple systems to serve clients and track spending.

The Workforce Productivity Suite integrates all of the features required for the successful operation of your workforce board.

Page 5: One suite, many solutions

Case Management Accurately track and report on every interaction with program participants. Better serve customers, manage resources and evaluate the efficacy of specific trainings and services. Workforce PS will track everything from case manager visits to resource room PC usage to the training and support dollars spent on each program participant. Our suite includes ITA & Support Service tracking, universal customer tracking, customer self-service & registration, PC control and much more. You will be especially interested to learn about how our system accomplishes all this without the need for magnetic cards.

Procurement Effectively manage and track the acquisition of goods and services from third-party providers, not only for your operations but also for your program participants. Our electronic workflow engine allows for a fully paperless requisition and approval system to streamline your business process.

Human Resources Conduct a comprehensive range of HR functions including payroll processing, human resource management, employee web services and electronic time and attendance. Time and attendance data can be automatically shared with the allocation management module.

Executive Reporting Easily assess the financial health of your workforce board and the success of your services through standard reports. Financial reports to help determine exactly where you stand and statistical reports such as total number of participants served in a day, which services and trainings are of most benefit to participants, and funds allocated and available at any given time are all readily available and easily accessible.

Accounting Quickly develop industry-compliant reports to demonstrate financial stability to the board, grantors, auditors, monitors and other key audiences. Workforce PS will account for every transaction by grant, sub-recipient, program, one-stop, cost category, department, program year, and even each participant. Yes, each participant. Manage the entire life cycle of every voucher issued, from creation through invoicing and payment, with internal controls to avoid over or under spending.

Allocations Management We understand WIB’s often need to perform complex allocations of indirect costs benefiting multiple funding-sources’. Our allocations management system performs your complicated allocations with the click of a button. Calculate, review, and generate allocation entries using a flexible, easy-to-understand toolset offered within your accounting system while maintaining a complete audit trail and eliminating the risk of spreadsheet errors.

Learn more: Call 800 404 9758 or visit: www.WorkForcePS.com

Page 6: One suite, many solutions

700+

100+

20+

NonProfit Technologies specializes in WIB’s

Broad services, focused attentionToday, NPT is an independent member of the BDO Seidman Alliance. BDO serves clients through more than 40 offices nationwide, enabling NPT to provide the breadth of services and skills offered by a large organization combined with the attentiveness of a small, local firm. NPT is also a Microsoft Gold Certified Partner and a Sage MIP Gold Development Partner, allowing clients to receive customized solutions and service while still protecting previous investments in best-of-breed technologies. NPT consistently receives the highest customer satisfaction rating among all Sage non-profit solutions providers.

Offering end-to-end services including installation, integration, customization, training and support, NPT can manage the entire life cycle of your project, reducing costs and minimizing risk associated with technology upgrades. Additionally, the Workforce Productivity Suite is extremely scalable, allowing organizations of any size to start with just the modules they need and expand the solution as necessary.

NPT is more than just accountingOriginally founded as a CPA firm for non-profits and government agencies, NPT (originally Massey, Porter & DePalma, CPA’s) certainly possesses the in-depth knowledge and expertise to support your unique accounting and compliance requirements. NPT can additionally handle your case management, human resources, fixed asset, procurement, executive reporting needs and more.

Unlike other comercial, off-the-shelf (COTS) software providers, NPT exists solely to help non-profit and governmental organizations run better. Since 1990, our principals have been serving the workforce community through the implementation and support of industry-leading solutions, as well as the development of custom software designed exclusively for workforce investment boards.

Page 7: One suite, many solutions

700+

100+

20+

Over 700 publicsector clientsUnlike other software vendors, NPT is laser-focused on the needs of public sector organizations, currently serving more than 700 satisfied customers across the nation.

Over 100 workforceinvestment boardsOf the 700 non-profit customers on our client roster, more than 100 are workforce investment boards or service providers. We have closely monitored the needs of workforce investment boards around the country to bring you the Workforce Productivity Suite specifically tailored to support your organization.

Over 20 years of industry experienceOur principals have been working in this industry since the days of JTPA. As Massey, Porter & DePalma, CPA’s, our audit customers came to trust our firm to guide them through the financial and compliance requirements of these government programs. As NPT, we now help those same clients implement our state of the art Workforce Productivity Suite to not only comply with those same requirement but also to provide daily management report to run their business.

Learn more: Call 800 404 9758 or visit: www.WorkForcePS.com

Page 8: One suite, many solutions

ExecutiveManagementTake back control

• Executive• Program• Fiscal

Page 9: One suite, many solutions

With the Workforce Productivity Suite from NPT, your program and fiscal managers work together on the same page.

When you require metrics on the overall performance of your organization, they will be readily available and easy to understand. Instead of waiting hours or days for disjointed, outdated reports from various staff members, you will receive accurate, cohesive reports in minutes. At any given time, you can quickly assess exactly where your workforce board stands in terms of both financial health and program effectiveness, and hold people accountable for their performance.

Gain valuable insight

Learn more: Call 800 404 9758 or visit: www.WorkForcePS.com

ServicesProvided

FiscalHealth

ProgramOutcomes

SurveyResults

Smart Reports

Page 10: One suite, many solutions

Increase your organization’s success

By enabling program managers to focus on client service versus paperwork and financial concerns, you can boost the effectiveness of your organization and increase the satisfaction of both program participants and those tracking your success.

For the Workforce Development Board of Okaloosa and Walton Counties in Florida, implementing NPT technology resulted in the ability to manage nearly 1,000 participant training accounts with just two career counselors. Additionally, the workforce board is able to automatically generate mandatory reports in just minutes; reports that would typically take at least a full work day to manually create.

With all the divisions of your organization working together, you can dramatically reduce the risk of overspending or under spending your much-needed funding, remaining in the good graces of the federal government and other grantors.

Page 11: One suite, many solutions

Results?

Ask Katheryn SchmidtWorkforce Alliance in Florida Achieves Better Executive Visibility

For Workforce Alliance in Palm Beach County,Florida, one of the biggest challenges was keeping track of funding obligations created by case managers. With a lengthy lag time between when program managers wrote referrals to when documentation was received from the provider, Workforce Alliance was often in danger of overspending. According to CEO Kathryn Schmidt, “It troubled me greatly that if we were to look at the expenditures of our training accounts, we could only track based on whether we actually received a voucher.” With technology from NPT, Workforce Alliance can now determine in real time exactly how much funding they have spent and obligated, and how much they still have available for each program participant. “It has provided me with a security that I think the board expects out of me as the CEO,” said Schmidt.

Kathryn SchmidtCEO, Workforce AlliancePalm Beach County, Florida

Contact NPT 800 404 9752orGo online:www.WorkForcePS.com

Learn more about how the Workforce Productivity Suite can transform your organization.

Page 12: One suite, many solutions

Program ManagementGet back to business

• Executive• Program• Fiscal

Page 13: One suite, many solutions

With the fully automated, easy-to-use Workforce Productivity Suite from NPT, program managers can focus on the task at hand– helping program participants find great jobs.

Manual, tedious processes including filling out paperwork, going to various colleagues to obtain approvals and worrying about funding and accounting all become obsolete. Instead, you can quickly and easily access all the information you need to help clients through a single, Web-based system, dramatically streamlining and improving customer service.

Minimize distractions

One-StopUtilization

Spending ByProgram/Grant

Outcomes ByProgram/Grant

ServiceDelivery

StaffPerformance

ProviderPerformance

Smart Reports

Learn more: Call 800 404 9758 or visit: www.WorkForcePS.com

Page 14: One suite, many solutions

Focus on the client

By always knowing how much funding is available, you may also be able to help additional clients with funds that previously went unspent. With Workforce PS, you can also detect and stop the misuse of services by program participants, freeing up additional resources for those in need.

By responding to clients’ needs in timely manner, and having quick access to the success metrics of specific trainings and services, program staff can make a bigger impact on the lives of participants.

Page 15: One suite, many solutions

Results?

Ask Stephany AndrewsStreamlining Operations to Better Link Job Seekers and Employers

“The Gazelle system has been helpful to our Case Managers in that it helps us to track participant ITA information.  By having this streamlined approach we are able to become more efficient and produce better results using this system.  When I first saw the system and its capabilities, my first thought was it was going to create additional work, but once I started using I saw how much more effective I was going to be in my role.  I’m now a raving fan of Gazelle. Prior to using Gazelle, our systems were manual and we had to re-enter data over and over again, and that data was not available to us remotely.  Now, we only enter data one time which saves a huge amount of time, and we have access to the information from any office.  This has allowed our Case Managers to provide better service to our vendors and customers.”

Stephany AndrewsWIA Program Manager & Case Manager SupervisorSuncoast Workforce Development Board in Sarasota, FL

Contact NPT 800 404 9752orGo online:www.WorkForcePS.com

Learn more about how the Workforce Productivity Suite can transform your organization.

Page 16: One suite, many solutions

Financial ManagementKeep the score, skip the spreadsheet

• Executive• Program• Fiscal

Page 17: One suite, many solutions

Say goodbye to long hours of manual report compilation.

With the Workforce Productivity Suite from NPT, fiscal managers can quickly and easily produce clear, customized reports for executives, board members, auditors, grantors and other key constituents. Instead of worrying that program management will overspend your organization’s funds, you can rest assured that the proper internal controls are in place to prevent that from happening. With simple, real-time access to one, unified system, you and your colleagues will always be on the same page regarding how much of your funds have been spent and obligated and how much is left to assist additional customers.

Rest easy with internal controls

Learn more: Call 800 404 9758 or visit: www.WorkForcePS.com

GAAPFinancial Statements

Activity By Grant

Obligations ByGrant/Program

CostAllocations

Training AndSupport Accounts

FinancialDashboards

Smart Reports

Page 18: One suite, many solutions

Safeguard current and future funding

By keeping the score card in check, you can greatly contribute to the success of your workforce board, as well as keep your executives and funders satisfied. Since the Workforce Productivity Suite is largely self-service, it requires very little staff investment to maintain, leading to additional financial benefits. NPT understands that you are required to follow rigorous, specialized financial accounting and reporting standards and WorkforcePS helps to ensure your compliance with GAAP and other regulations.

At any given time, you can instantly assess your organization’s financial health, and are never in danger of overspending or under spending.

Page 19: One suite, many solutions

Results?

Count on it.Area 7 Workforce Investment Board Gains More Financial Control

Area 7 is a customer-driven organization led by a business-based Workforce Investment Board. Area 7 is made up of 11 One-Stop systems, which are comprised of 43 Ohio counties serving over 4,400 employers and nearly 500,000 job seekers annually. The organization was having trouble linking the activities of its program managers back into its accounting system, leaving blind spots when it came to budgeting. With WorkForce PS, the organization can now automatically track all funds without the need for manual, error-prone procedures on the part of program managers. By continuously tracking the availability, allocation and use of funds, WorkForce PS, by NPT, enables Area 7 to always know where they stand financially and avoid over or under spending.

Area 7 Workforce Investment BoardSpringfield, OH

Contact NPT 800 404 9752orGo online:www.WorkForcePS.com

Learn more about how the Workforce Productivity Suite can transform your organization.

Page 20: One suite, many solutions

More innovation from

www.workforcePS.comLearn more: call 800 404 9758