Nonprofit Optimises Grant Planning & Forecasting

Nonprofit Optimises Grant Planning and Forecasting in NetSuite as It Doubles in Size

Crossroads Health is a nonprofit providing behavioral and mental health services across Northeast Ohio. With eight facilities including clinics and recovery centers, Crossroads aims to offer a continuum of services that support an individual’s entire recovery and/or mental health journey. This includes offering counseling, support groups, mental health assessments, and more for over 40 years.

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Company

Crossroads Health

Location

Mentor, OH

Industry

Healthcare

EMPLOYEES

250 to 499

REVENUE

$28 million

APPLICATION REPLACED

Blackbaud

NetSuite Modules Deployed

NetSuite ERP
NetSuite CRM
NetSuite Financial Management
NetSuite Project Management
NetSuite Planning and Budgeting
NetSuite Fixed Assets Management
NetSuite Learning Cloud Support

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“We’re finding new ways to use NetSuite in the accounting department on a daily basis.” Craig Hargenrader, CFO, Crossroads Health

A Budgeting Solution That Helps, Not Hurts

Doubled in size: Crossroads brings in about $28 million annually, largely from grants and reimbursements from programs like Medicare. The nonprofit doubled in size over the past five years, expanding into primary care and adding a pharmacy to its list of facilities. The team of 300 now serves about 7,000 clients.

Blackbaud and bolt-on tools fall short: Crossroads’ growth was going to make its already-difficult budgeting process even more complicated. The organisation often allocates grant funds across multiple projects. It also runs labor distributions, splitting an employee’s time and salary across multiple grants. Its former mix of systems, Blackbaud and a bolt-on budgeting tool, couldn’t handle this type of detailed budgeting and tracking.

Making the most of funding: Crossroads chose NetSuite ERP over Acumatica, Microsoft, and Sage mainly for its budgeting functionality, strong in-house support, and network of partners. The team uses NetSuite Planning and Budgeting to forecast and track its use of every grant dollar so that none is left unused, without complicated spreadsheet formulas to handle allocations. The solution also tracks Crossroads’ use of grants across several projects.

Flawless forecasting: NetSuite Planning and Budgeting also helps the team prepare forecasts for grant programs that follow varying fiscal years, and the Smart View(opens in new tab) tool lets them export data into Excel for formatting before board presentations. Amid rising costs, Crossroads also uses NetSuite to monitor operating margins at each level of the organisation so that leadership can spot areas for better financial management—and stay prepared for anything that comes next.
Learn more about Crossroads Health’s success with NetSuite(opens in new tab).