Meeting the Challenge:Successfully Deploying a Financial Management System
on a Global Scale with Operations in Developing Countries
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Servicing the Ministry, Non-Profit, Governmental and NGO market space since 1999
Offering Serenic Navigator, fund accounting and supporting financial management software solutions
Powered by Microsoft Dynamics NAV (115,000+ installations worldwide)
ERP Software including: Core GL, Payables, Purchasing, Requisitions, Fixed Assets, Inventory,
Receivables, Workflow, Cash Management, Budgeting, Allocations, Multicurrency, Multilanguage
Advanced Budgeting, Award Tracking (for Grants, Contracts & Projects), Deposits & Loans
Payroll, Human Resources, Recruiting, Training, Employee & Manager Self-Service
Warehouse, Job Costing, Resource Planning, Multi-Company with Consolidations, Inter Company Transactions, Manufacturing, Service Orders
Recognized as Microsoft’s Leading Financial Management Solution for the Non-Profit Industry
Serenic Software
Serenic’s Market Success
Today’s Presenters
Chris StevensonDirector of Sales and Marketing
Serenic Software, Inc.
Amy PalmerImplementation Lead – Finance System Project
Mercy Corps
Peter DickinsonDirector, Information Systems
Mercy Corps
Tim PetersApplication Database Administrator
Mercy Corps
Case Summary
Launched business process evaluation project in 2008 aimed at
addressing the need for improved productivity, tracking and management
of it’s financial affairs on a global scale
Eventual selection of Serenic Navigator, powered by Microsoft Dynamics
NAV in 2009
Key Solution and Deployment Objectives
To implement a single solution capable of addressing a variety of financial
management needs focused on key functionality such as fund accounting,
currency management and grant management, with the flexibility to
accommodate it’s country office operations of varying size and scope
Complete deployment in 3 years from project start: Q4 2011
Business Case
What considerations related to the business processes
at the time, or technology-related challenges, were
necessary to address before, or in connection with, the
deployment of the new solution?
Question 1
How did Mercy Corps go about identifying the
team that would be responsible for ensuring
the highest degree of success possible for this
project?
Question 2
What type of effort was put forth to ensure
successful adoption by all users given the
varying skillsets and operations globally?
Question 3
What advice would Mercy Corps care to pass
on that might be of further help or interest to
those with similar plans or goals?
Question 4
How would you characterize the benefits that
Mercy Corps has derived from taking this
project on?
Question 5
Solution / Benefit Review
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