I’ve been working with Medair for the last couple of months on the requirements gathering, planning, and remote training sessions so we can implement Serenic AwardVision (nonprofit grants management) and Serenic Fixed Assets. Both are replacing manual processes and providing the NGO with streamlined reporting.
Medair was previously tracking grants in Microsoft Excel or Word documents and entering them as funds into Serenic Navigator. This process has been a bit challenging for the finance department and the grant writers with respect to reporting and tracking the status of the grants, etc. In addition to the challenges with reporting, Medair was manually processing the admin booking (indirect costs) and revenue recognition each quarter. During our onsite visit in Switzerland, we wrapped up setup items and procedures and provided training to the project team, finance staff, grant writers and International Operations. The team is very enthused to now have the ability to maintain the grants and reporting all in one system, with visibility into the status of expenses, recognized revenue, indirect cost and the many other data tracking methods available.
We also met with the finance staff and logistics department on management of the assets. This is a manual tracking process (asset master record information, depreciation and disposals) that has been rather cumbersome for the team, especially with getting field office asset changes back to HQ or logistics. Along with the Medair staff, we set forth the requirements to implement the Serenic Fixed Assets granule in February.
During my onsite visit, I was able tour the beautiful city of Lausanne, the second largest city on Lake Geneva and the location of the headquarters of the International Olympic Committee. I experienced hot wine, real French crepes, authentic Swiss fondue and, of course, Swiss chocolates! I probably gained about 5 lbs from over-indulging in the cheese and chocolates J. Geert from Medair showed me some museums and the beautiful Lausanne Cathedral (originally built in the 12th century), on his day off…how sweet! The Medair finance department also invited me to experience a traditional Swiss dinner with raclette cheese, smoked meat and potatoes. Thomas made a killer tiramisu (I know, this is Italian instead of French, but it was too good to leave out)! The hospitality of the Medair team was incredible!
Of course, I had to add some excitement to the visit by setting a bowl of potato chips on fire, during apero (sort of like a happy hour/gathering). Luckily, the Medair staff was well equipped with fire safety training to stomp it out. I was grateful nothing was damaged and nobody was hurt. The Medair staff got a good laugh and snapped pictures during the fiasco (which I am not posting)!
All in all, it was a great visit and we made some major progress with the project.
Quiana Willard, Senior Application Consultant