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Solution Highlights: 

• Rebuilt as a browser-based application with a cleaner, simplified UI 

• Removed unused reports and features, improving system performance and usability 

• Created reusable tour and pricing templates to reduce duplicate data entry 

• Enabled year-over-year tour duplication to streamline planning 

• Improved navigation and screen layouts to accelerate workflow 

• Added dashboards to surface key metrics across sales, operations, and finance 

• Simplified rooming list management for hotels, drivers, and tour directors 

• Integrated scheduled email batching for invoices and hotel communications 

• Automated daily batch handling for A/R and A/P with full journal tracking 

• Updated report designs to be more modern, readable, and exportable via SQL BCP 

Summary: 

This rebuild transformed a complex desktop system into a responsive, web-based solution—built around how the team actually works. With faster workflows, streamlined data entry, and modern reporting tools, the system now supports smoother tour operations from back office to on-the-road execution.

Case Studies

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Solution Highlights: 

  • Built as a browser-based application with cleaner workflows and improved usability 

  • Tracked both cash and non-cash donations, with batch-based inventory intake 

  • Maintained real-time running balances and committed inventory counts 

  • Enabled location tracking and movement logs for every item 

  • Streamlined package creation and outbound shipment workflows 

  • Managed RFH inquiries for individuals in need across the local community 

  • Supported volunteer check-in/out, scheduling, and reporting for service hours 

  • Produced monthly, bi-annual, and year-end inventory and financial reports 

  • Implemented one-click year-end rollover of inventory quantities and values 

Summary: 

The result was a modern, intuitive web application that replaced the outdated desktop application. By removing unused features, simplifying navigation, and improving data entry and reporting, the nonprofit now operates more efficiently and continues serving its community with greater clarity and ease. 

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About

Overview

Built a modern web application tailored for a non-profit organization. The updated system streamlined donation tracking, inventory management, volunteer coordination, and community outreach—making it easier for staff and volunteers to manage essential services at scale. 

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Key Features

  • Cash and non-cash donations 

  • Inventory Category’s 

  • Inventory items 

  • Item location tracking and movement logs for every item 

  • Multiple Package types — bags, boxes, creates, etc.  

  • Outbound shipment workflows 

  • Request For Help inquiries for individuals in need across the local community 

  • Volunteer check-in/out, scheduling, and reporting for service hours 

  • Reports for, monthly, bi-annual, and year-end inventory and financial reports 

  • One-Click year-end rollover of inventory quantities and values 

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To The Spiritual

Inventory CRM Application To Support Non-Profit Operations

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