NGO / Social Sector
A Delhi-based NGO managing 6 livelihood programmes
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Donor records in Excel, beneficiary case files in paper folders, grant utilisation tracked manually against budget heads in a separate spreadsheet. Quarterly grant reports took 5 days to compile — a process that involved hunting for documents across filing cabinets and matching disbursements to programme milestones by hand. A FCRA compliance audit the previous year had flagged missing donor acknowledgement letters. No system existed to track whether a beneficiary had completed programme milestones or was still mid-journey.
Outcome
Quarterly grant report generation reduced from 5 days to the same afternoon. 80G donor acknowledgement letters now auto-generate within 24 hours of a donation being recorded — the FCRA compliance gap that triggered the previous audit is closed. All 6 programmes have 100% of their beneficiary records digitised. The programme director's team now uses the data actively to identify beneficiaries who have stalled mid-programme rather than discovering it only at the end of a cycle.