Establishing Non-Profit Organizational Change Management



The client, an international non-profit organization and the leader in global health innovation, currently uses multiple, highly manual accounting and reporting systems and processes. This results in significant and often duplicate data entry and process inefficiencies requiring that resources spend time ensuring data quality across the global offices.

The non-profit client is implementing an integrated financial system that is expected to provide many benefits and efficiencies, including higher quality data, real-time analytics, automated controls, and improved analysis, enabling the organization to make it’s data-driven decisions faster.

Unify is providing Change Management and Business Analysis support for the initiative.




Change Management: Unify quickly established relationships with project sponsors, leaders, and staff to understand the “change climate” at the client. As a result, Unify designed and is implementing comprehensive change management strategies and plans to help the organization transition from the old way of doing things to the new way of doing things. In addition, Unify has delivered change management presentations to help the organization understand “change,” how to manage it, and how to lead others through it.


Business Analysis: Unify also brings significant financial reporting, process improvement, analysis, and time and expense systems implementation experience to bear. Unify is guiding the organization through the implications of new policies to all staff globally, as well as the data that will need to be captured by the new system, helping leaders understand the implications of various alternatives. Unify also helped address the impact to existing systems that will require modification to remove redundant functionality.


Key Outcomes


The project is on track for scheduled launch and OCM roll-out. Unify has received praise for our contributions by organization leaders and our project team.  Unify has created a reputation of providing exceptional change management and business analysis leadership to the initiative and to the organization.