The Institute for the Development of Social Investment (IDIS) is a benchmark in Brazil when it comes to strengthening the culture of giving and supporting social impact initiatives.
Working on projects that mobilize resources and expand strategic philanthropy, the organization's premise is transparency and efficiency in management.
To support this performance, it was essential to have tools that ensured clarity and agility in financial management, especially in monitoring budgeted versus actual figures and in ensuring secure access to information.
The challenge
IDIS needed a solution that went beyond manual reporting. The goal was to have a consolidated, real-time financial overview that would provide managers with only the data relevant to their areas, preserving confidentiality and facilitating decision-making.
The transformation with NetSuite
Based on this need, IDIS adopted a financial dashboard in NetSuite, developed specifically for its reality. The process was conducted with clarity and alignment from the beginning, and the delivery occurred on time, with the indicators functioning as expected.
Results achieved
With the new dashboard, IDIS's financial management has taken a leap in quality:
- A clear view of budgeted versus actual figures by category, allowing for quick and accurate analysis.
- Agility in data tracking, reducing time spent on manual reports.
- Secure access to information, ensuring that each manager only sees what is relevant to their area.
These advancements have made financial monitoring more efficient and strategic, supported by real-time data and aligned with the organization's commitment to transparency.
The role of Active
Throughout the entire process, Active acted as a strategic partner, bringing its expertise in Oracle NetSuite implementation and customization to support IDIS in building this solution.
Close and specialized support was a key differentiator highlighted by the institute's own team.
The impact of the dashboard on IDIS
The IDIS case study demonstrates how technology can be an ally for organizations working towards social impact. By transforming its financial management, the institution further strengthens its mission to inspire, support, and expand social investment in Brazil.
Want to know how to bring this transformation to your company? Contact Active and discover how NetSuite can support the evolution of your financial management.
