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InsideNGO 2014 Annual Member Conference

July 21st, 2014 No comments

The annual InsideNGO Conference is right around the corner, and we couldn’t be more excited to exhibit again this year.  We’ll be showcasing our flagship nonprofit accounting software solution for NGOs, Serenic Navigator Enterprise, which continues to gain notoriety among InsideNGO members for its unique functionality designed for global organizations.

We look forward to seeing our long-time customers, as well as meeting new folks doing praiseworthy work around the world.  There’s a few times at this year’s conference where we can catch up:

  • Swing by our booth (number 24) to try your luck at winning a lap-top bag or $150 Visa gift card.
  • Our Vice President of Sales, Chris Stevenson, will be participating as a panelist in the Roundtable, “Financial System RFPs: Content Considerations” for those planning to prepare an RFP for a new financial management system this year. The Roundtable will be on Wednesday, July 30th from 9:30 am to 10:45 am in room 207A.
  • Serenic clients are invited to a Serenic User Group Lunch on Tuesday, July 29th at 12:00 pm in room 306. Let us know how we’re doing, speak with company representatives, and mingle with other Serenic Navigator users. Let us know if you’ll be there by emailing mwier@serenic.com.

There’s no doubt that this year’s conference will be as enjoyable as years past for both attendees and exhibitors. See you in D.C. July 29th through the 31st! For updates on the conference, follow InsideNGO on Twitter:  #INGO2014.

2013 InsideNGO Conference

2013 InsideNGO Conference

Support is a Top Priority at Serenic

July 14th, 2014 No comments

We survey our clients after each interaction with our support team.  Over the past few months, the ratings for Serenic Support have been increasing, and we’re excited to share the results.  The responses are so close to a perfect score!  We track how each client rates their interaction from a number of perspectives.  They include:Support Top Priority

  • Was the initial response received in a timely manner?
  • Was a resolution for this case reached in a timely manner?
  • Was the technician courteous and professional?
  • Was the technician knowledgeable in the area of the customer’s issue?
  • Was the issue resolved to the customer’s satisfaction?
  • Would the customer recommend Serenic Support to others?

According to Rhonda Shuptrine, Sr. Director of Customer Care, “This team continues to amaze me as they continue to strive for excellence with our customers.”

Customers are quoted as saying…

  • “Sarah is the best.  She always resolves my problems quickly and teaches me a little bit each time so I can better use the software… She is very knowledgeable and creative to solve any issues I have.” – research org
  • “Dave provided exceptional service.  Very speedy response time, much appreciated.”– diocesan org
  • “Barrie was excellent… She is terrific, very helpful, patient and persistent.” – health org
  • “Every support rep I’ve dealt with has been exceptionally helpful and accommodating – often going well above and beyond the original issue to come up with a solution for us.  Most appreciated!” – religious org

At Serenic, we have built a very strong team of resources who are ready and willing to enable our nonprofit and government customers to achieve the utmost efficiency in their day-to-day operations and mission attainment.  We understand that our financial and nonprofit accounting software must do more than provide customers with clear visibility into operations, real-time financial analysis, and robust reporting, it must create an opportunity for them to do more good, to affect more lives, and to make a greater difference. Therefore, we hold ourselves accountable to their success and to all those who benefit from what they do.

Thank you to our support folks. Their hard work is appreciated :).  And thanks to our customers, who make the world a better place!

Categories: Client Community, Corporate, Nonprofit Tags:

The Importance of Listening

July 7th, 2014 No comments

Every day, I speak with nonprofit organizations about their processes, their challenges, and their complaints as they navigate the complex world that is fund accounting. I hear them, but some days I worry that I’m not really listening. It’s a challenge that I think we all face at one time or another – conflicting priorities, repeated conversations, focusing on the negatives, all conspiring to allow people’s words to swirl around us without truly finding fertile ground.

When your job is to really listen to what the client or prospect is telling you, not just hear the words but actually listen to the underlying challenges and find solutions … well, you can’t tune out. And it’s something I’m passionate about – our clients are passionate about helping others according to their mission, while I’m passionate about helping them.

The most enjoyable time in my job is that point when I find a solution in my software that will save a client time or money, or both. When they make that connection between what Serenic Navigator Express or Essentials can do and what they’ve been trying to do in an accounting program designed for for-profit organizations or with Excel spreadsheets. Or when we design new accounting software features as we’ve been doing for the last several months.

Recently, we were working closely with several clients, talking about the tasks that were taking their time and the difficulties they were having. And from those conversations, we’ve added a memorized reporting feature that will help our clients every single day, one that will make the software even more useful to power users and casual users, alike. We designed it over a matter of days and with the power of a cloud solution, our clients were using it within a week.

Memorized reports

Other features include expanding the power of nonprofit reporting with columns that filter by both different dates and account ranges.

Filter by dates and account ranges

And I got to feel that feeling, when I know that I’ve not just heard my clients, but actually listened to what they need and translated that into business requirements and computer code.

Some days, my job is like magic.

3 Tips for Building Valuable Donor Relationships Online

June 4th, 2014 No comments

Tom Ahern got it right when he said “Donors aren’t ATM machines. I don’t think successful fundraising is about keeping the staff paid and the lights burning. It’s far more about giving your donors a vivid sense that they’re changing the world.” Of course, your staff are a vital part of your mission, but donors are too – where would your organization be without them? Nonprofit Online Community Read more…

5 Reasons Why Nonprofits Need Great Financial Management

May 12th, 2014 No comments

Congratulations! If you’re reading this and you work or volunteer for a nonprofit, your organization is still here. Tens of thousands of nonprofits in the US and Canada went under during the 2008-2010 recession and its still lingering aftermath and, apparently, yours was not among them so, again, congratulations!
5 Reasons

All that celebrating aside, many nonprofits came through the recession having learned a very valuable lesson; recessions are brutal on weak organizations, for-profit and nonprofit. The nonprofits that went into the recession with adequate cash reserves, good financial management, a business model that worked for their mission and their community, a good check and balance between board and staff, well trained employees and volunteers; those nonprofits, by in large, not only survived the test, but prospered as other nonprofits foundered. I hope your organization was one of those.  

Other nonprofits that went into the recession less strong adapted well; they came through the crisis remade, with new business plans, improved staffing and volunteering models and better marketing; in short, they became better mission-based businesses.
Read more…

Nonprofit Cloud Accounting Solutions at CLA 2014

April 28th, 2014 No comments

It was an absolute pleasure to once again attend the Christian Leadership Alliance Conference in Dallas, Texas. This year’s conference theme was to help you to achieve “Kingdom Outcomes” that will transform the lives of those you serve, and that is exactly what Serenic Navigator helps you do. Serenic Navigator allows you to focus on your mission and those you serve, not maintaining your system and spending hours on reports.

CLA 2014

It was especially nice this year to be able to engage all size and types of nonprofits knowing we have solutions to meet the needs of numerous organizations. In the past, I’ve had conversations with folks needing true fund accounting software, but they weren’t able to afford a system that easily tracks and reports according to their needs. No matter the nonprofit organization size, most still have multiple funds to track, as well as expenses and other costs by program, project, department or whatever the need may be. Read more…

5 Tips for Donor Retention

April 2nd, 2014 No comments

Fundraising is at the heart of every nonprofit. Once you’ve secured some donations, how are you going to keep donors in the giving cycle? Here are some tips to help you along the way:

Optimize Your Donation Page

If you’re going to get one thing perfect, it should be your donation page; the beginning of your donor relationship. It should be easy and simple for prospective donors to gift your organization. Ask yourself these questions and work on improving any areas with a negative response.  Read more…

Nonprofit Accounting Software Helps Association Convert to One System

March 31st, 2014 No comments

The American Psychological Association (APA) needed to update its older financial accounting software.  The APA is the largest scientific and professional organization representing psychology in the United States. With more than 134,000 members and 600 employees, their mission is to advance the creation, communication and application of psychological knowledge to benefit society and improve people’s lives.  They didn’t want to be spending extra time with their accounting software, but focus on this mission! American Psychological Association

So the search began.  The APA found what they wanted in Serenic Navigator, such as: workflow, and viewing balances in the system right away as opposed to waiting for a sub ledger to close for the month. Read more…

Can You Afford Not to Handle Your Award Restrictions with Confidence?

March 17th, 2014 No comments

Part 5 in our blog series:  Tied Up in the Strings Attached to Federal Awards?  Streamline compliance with A-133 Audit Rules

In this post, we address matching funds, service and expenditure levels, and earmarking;  ensuring your organization is in compliance with any and all award restrictions. Federal Awards ebook

Matching

When federal awards include a matching component, the recipient must be able to show that matching funds have been received and are from an allowable source.

Potential complication: The auditor must determine whether the minimum amount or percentage of contributions or matching funds was provided. They must also consider the value of any in-kind contributions that were received.

Streamlined: Use Serenic Navigator’s AwardVision to create rules to monitor matching requirements while ensuring matching costs are appropriately tallied on a recurring basis. By defining the matching requirements at the receipt of the award, organizations will have evidence of their guideline compliance over the life of the award. Read more…

The Devil is in the Details – A-133 Audit Rules

March 3rd, 2014 No comments

Part 3 in our blog series:  Tied Up in the Strings Attached to Federal Awards?  Streamline compliance with A-133 Audit Rules

In this post, we address managing funds and tracking the eligibility of recipients, ensuring you are compliant and keeping you and your auditor happy. Federal Awards ebook

Read more…