Boosting Efficiency and Strategy with Oracle Cloud: A Non-Profit Housing Organization’s Success Story

Affordable housing is a critical need across the United States, and one large non-profit organization has been playing a crucial role in addressing it for decades. Dedicated to improving lives, this organization operates across multiple regions, managing an extensive portfolio of properties that provide affordable housing to low-income families, seniors, and individuals with disabilities. Their mission is not just about providing homes, but about creating stable, secure environments where communities can thrive. However, as their operations expanded, so did the complexities of managing their financial and operational processes.

Operating with a diverse set of properties, each with unique fiscal structures and reporting requirements, the organization was struggling to maintain transparency and efficiency. Their legacy systems were fragmented, leading to disconnected data and outdated financial reporting. The reliance on cumbersome, manual processes like Excel spreadsheets, paired with an aging Oracle EPM system, created significant bottlenecks in decision-making and hindered their ability to optimize resource allocation. Without a unified system, they faced challenges in strategic planning and found it difficult to scale their operations to match their growing demands.

Datavail HealthBoost^TM to Rescue

Recognizing the limitations of their existing infrastructure, the organization turned to Datavail for a comprehensive solution. With years of cloud and ERP transformations expertise, Datavail immediately identified the need for a modernization overhaul. Through Datavail’s proprietary HealthBoost™ methodology, Datavail conducted an in-depth analysis of the non-profit’s current systems, identifying key pain points and opportunities for optimization. Whether you’re evaluating the alignment of technology with business goals, integrating technology assets to unlock value, or navigating the transition to next-gen Oracle Cloud technologies for application modernization, HealthBoost is your answer. Learn more.

The assessment uncovered significant inefficiencies—from slow financial close cycles to a lack of real-time data visibility, impeding the organization’s ability to make informed decisions quickly. Armed with these insights, Datavail crafted a strategic plan to modernize the organization’s technology stack and realign its processes to enhance the enterprise’s mission-driven efforts. The solution? A full suite of cutting-edge Oracle Cloud solutions that would transform their financial and operational landscape.

Datavail’s role extended far beyond simply upgrading its technology. We partnered closely with the non-profit to implement these solutions in a way that fit their unique organizational needs, ensuring that the technology worked for them—not the other way around. The result was a fully integrated system that allowed the organization to streamline its operations, enhance its financial reporting, and focus on what truly mattered—delivering affordable housing to those who needed it most.

Challenges at a Glance:

• Disjointed Reporting: Multiple fiscal year-ends across properties resulted in delayed and inaccurate reporting.
• Obsolete Systems: Reliance on outdated Excel models and an aging Oracle EPM SKU was limiting decision-making capacity.
• Scattered Data: With key data scattered, strategic planning was nearly impossible across multiple organizational levels.

The Solution: Leveraging Oracle Cloud ERP/EPM Cloud Suite

Datavail implemented a robust suite of Oracle EPM Enterprise solutions, designed specifically to address the non-profit’s unique challenges. Seamlessly integrated with their existing Oracle ERP Cloud, this transformation empowered the organization to streamline their financial operations.

Key Enhancements:

• Oracle EPM Planning and Narrative Reporting: By replacing outdated Excel models with Oracle EPM’s sophisticated planning tools, the organization was able to improve accuracy and decision-making. Custom-tailored for their diverse fiscal structures, this planning module dramatically improved the budgetary process across properties.
• Oracle APEX Low-Code Development: For even greater flexibility, Datavail created a custom Oracle APEX dashboard, providing deeper insights and enhanced visualization of operational performance. This low-code solution gave the non-profit real-time visibility into their data, supporting more informed decision-making at all levels.

To know more about the detailed solutions, we implemented – unlock the access to the case study to know more.

Real Results: Transforming Operations

• Improved Reporting: The Oracle EPM Narrative Reporting tool streamlined financial reporting, improving transparency and enhancing the organization’s ability to make timely, data-driven decisions.
• Optimized Strategic Planning: The custom planning module revolutionized budgeting processes, allowing the organization to stay on top of each property’s financial needs without manual intervention.
• Operational Efficiency: Datavail’s ERP and EPM modernization significantly improved the organization’s resource management, enabling them to fulfill their mission of providing affordable housing with far greater efficiency.

Future-Ready with Oracle Cloud

The new systems didn’t just solve the organization’s current problems—they also provided the flexibility and scalability to adapt to future growth. Whether navigating regulatory shifts or expanding their property portfolio, this non-profit is now equipped to thrive in an increasingly complex environment.

Want to dive deeper into how this non-profit achieved success? Learn how Datavail’s innovative approach can transform your business too. Click Here to Download the Full Case Study – “Strategic ERP and EPM Implementation in a Non-Profit Housing Organization”.

Thinking About a Cloud Move? We’re Here to Help

If your organization is considering a move to the cloud or needs to optimize its current cloud operations, Datavail’s team of experts is here to assist. Whether it’s streamlining your ERP and EPM systems or exploring the benefits of low-code development, contact us for a detailed assessment. Our proven expertise can help you take your operations to the next level.