Serenic Navigator Helps Joyce Meyer Ministries Manage Worldwide Fundraising Channels
"Around the world, our feeding centers, children’s homes, medical centers and
disaster aid efforts all require cash flow. When you look at what we do and how
we accomplish our work, we’re now capable of doing things that were impossible
with our old systems as the new processes we’ve created provide greater
efficiencies and a higher level of excellence that keeps our valued
relationships with partners and donors strong.”
– Robert Sanabria, CIO, Joyce Meyer Ministries
Joyce Meyer Ministries (JMM) is an international nonprofit organization that focuses on reaching people through media. With 15 international offices, JMM has a potential global audience of 3 billion people representing two-thirds of the world. The ministry’s “Enjoying Everyday Life” program currently airs on nearly 1,000 television and radio stations in 38 different languages.
Impacting lives around the world, through its outreach arm, Hand of Hope, JMM provides life-changing global humanitarian and missions relief. In 2009, the ministry provided more than 22 million meals supporting feeding centers in 25 countries and free medical care to over 170,000 people in multiple remote areas. JMM also operates 44 children’s homes globally, feeds more than 55,000 children daily and provides a host of other disaster, missions and humanitarian aid.
Throughout the U.S. and abroad, JMM holds powerful, memorable conferences that give people an opportunity to come together to learn and grow. Each year, hundreds of thousands attend its U.S. conferences and more than 1 million have turned out for international events.
Global Scenario
In recent years, JMM underwent an innovative reinvention of itself by setting an aggressive
growth course through new and diversified resources, presentations and services along
with updating fragmented technologies and unsophisticated business processes making the
bold, challenging decisions necessary to propel the ministry into the next decade. Audience
expansion and “growth through innovation” have been both vision and model behind the
restructuring of this former “mom-and-pop” organization into a dynamic state-of-the-art
ministry model – all done with the focused goal to better serve the ministry’s multiple
constituent partners and audiences.
JMM’s scale is large with founder Joyce Meyer’s books, teachings and other resources available
worldwide, supported by multiple offices and distribution channels around the globe.
Customers respond to the ministry’s special offers for media, books and programs by phone,
mail or through its online stores. Call centers and e-stores process orders, while a customer
service department handles mail and correspondence. Order fulfillment is handled by JMM’s
U.S. warehouse and multiple international locations.
Two existing financial software systems – Sales Logic and Sage MAS – were no longer ideal
for the organization’s complex business processes requiring the use of three other disparate
systems to collect customer data related to its phone, mail and online orders. Recognizing
an impediment for optimum efficiency, in 2007, JMM knew it needed an integrated order
management system to help eliminate the (then) 45-day lag time to access up-to-date
information on sales and inventory.
“Admittedly, we were struggling with pulling numbers and data from foreign offices and
responding effectively,” said Robert Sanabria, JMM’s chief information officer. “Needing a
cost-effective, integrated solution, we wanted to use best practices for enterprise resource
planning (ERP) and create a worldwide system with a common, ‘vanilla’ architecture at the
core that could be customized for specific business processes.”
JMM knew it could not meet its ambitious business objectives with existing systems that
weren’t able to optimize, adapt or expand with its planned growth and sought a flexible,
cost-effective solution to build the customized tools needed to support its business requirements,
considering solutions from PeopleSoft, SAP, Oracle and a few different suites within
the Microsoft Dynamics NAV family.
After careful review, the ministry selected Serenic Navigator for its unique capabilities,
ability to manage and support international requirements, and to establish a solid foundation
to utilize best practices without stifling JMM’s ability to grow. Implementation began in
2008, and JMM now has 200 employees worldwide using the Serenic Navigator solution suite
including Serenic DonorVision.
International Implementation
For implementation, JMM worked with Serenic and its partner, Tectura, to install Navigator
in five offices – starting in August 2008 with the United Kingdom, which handles 60,000
partners, and ending in June 2009 with its U.S. headquarters, which handles 1 million
partners. Satellite offices in Australia, South Africa and Canada, with about 15 Navigator
users each, followed.
With its own IT teams intricately involved in start-up and training, JMM began implementation
with its smaller foreign offices to learn from the transition experience before tackling
its largest operation in the U.S. ensuring minimal business interruptions and problem-free
transition. Staff Accountant Megan Borghi coordinated foreign office implementations.
“After each office went live, we held a series of lessons-learned sessions to identify issues
and make requisite changes to the implementation plan to become more efficient,” Borghi
said. “Thanks to a united team effort, each implementation experience improved as we
moved forward to meet our collective goal of implementing an enterprise solution that
would support new business initiatives and help take us to the next level.”
The implementation culminated in the U.S. where JMM has 176 total users. Of those, 150
are frontline teams working in the call center, customer service and correspondence with the
remainder supporting ERP and finance.
Project manager Angela Triplett, who oversaw the U.S. implementation, describes the
complex large-scale project as a huge success with valuable lessons learned along the way
as the smaller, foreign office changeovers were instrumental in ensuring a smooth “grand
finale” execution in the U.S.
“As part of our planning strategy, we set up a command center with one person from each
functional area brought together in a room to take calls for help on go-live day,” Triplett said.
“We went live and waited . . . and the phone didn’t ring! We had lunch, continued waiting
and were astonished that no one needed help. The consultants were especially in disbelief,
as they’d never undertaken an implementation of this magnitude without experiencing
issues or outages. It is virtually unheard of to put in an ERP system without, at least, minor
glitches.”
Worldwide Benefits
Overall, Serenic Navigator has met JMM's project goals to install a system that could:
- Showcase flexibility, adaptability and be upgraded with little customization
- Provide consistent data among five offices for more accurate, timely reporting
- Enable efficiencies for call center representatives to reduce time required for data entry and reporting calls
Improved Accuracy and Consistency
Previously, JMM offices were running on different financial and operational systems with
teams spending a lot of time reconciling sales and order entry differences that Serenic Navigator now consolidates.
“It used to take a month and a half to get accurate information such as sales and inventory
numbers to our executive team,” Sanabria said. “Now it’s overnight as we can seamlessly
compile data into an integrated virtual warehouse with a global view.”
Additionally, with previous systems, cost-effective distribution out of the U.S. was nearly
impossible, because JMM logistics weren’t automated.
“Navigator gives us needed consistency with all of our call centers now using the same
scripts and distribution using the same pick-pack-and-ship system,” Sanabria said. “From an
expenditure perspective, there are hard costs associated with improved consistency. As we
make changes in one office the resulting benefit impacts all five offices.”
Ease-of-use and Better Internal Controls Help Measure Results
Prior to Serenic, JMM domestic accounting couldn’t see live data from foreign offices.
Because each location had to send reports, including monthly back-ups that had to be manually
consolidated, one of the project goals was to have better live access for management.
“Navigator has helped provide new efficiencies and internal control to enable us to help
foreign offices answer questions,” according to Borghi, who oversees internal reporting
for executive management. “It’s so much easier to pull information out of the system to
find what you need. Financial reporting is now easier because you can drill into a chart of
accounts without having to follow transaction numbers. I can, literally, log in and grab
information for a report or an annual audit in a quick second versus having to dig like I used
to or wait for someone in a different time zone to send it.”
Navigator’s ease-of-use at the call center level helps JMM further measure its marketing
programs by attributing customer orders to specific marketing offers.
“Now, we can quantify orders at a granular level giving the marketing department what
they need to see for results measurement,” Sanabria said. “This also provides us with the
ability to tie a variety of promotions and special offers to sales, a capability we never had in
the past. Navigator makes it very simple for a call center rep to have the right offer applied
with just one or two clicks.”
Real-time Updates Provide Enhanced Support to Partner Programs
and Mission Initiatives
Across multiple operations – from faster order fulfillment to more informed decisions at
the executive level – Navigator’s real-time access to data enables JMM to benefit from
enhanced business efficiencies.
Thousands of ministry partners make contributions and give gifts on a monthly basis. With
the previous system, transactions would have to happen after hours, taking up to six days
to reconcile credit cards and record transactions, ultimately, becoming a monthly sales
order the warehouse would have to fulfill.
“Historically, the first of each month involved a very complex process and business interruption,”
according to Sanabria. “After installing Navigator, the very first monthly run in
the U.S. was processed in a few hours versus what used to take four or five days. We also
fulfilled a special promotion offer within two days, a process that would have taken a week
or more previously.”
Overall, JMM says Serenic is helping the ministry meet its operation and mission
objectives.
“Around the world, our feeding centers, children’s homes, medical centers and disaster aid
efforts all require cash flow. When you look at what we do and how we accomplish our work,
we’re now capable of doing things that were impossible with our old systems as the new
processes we’ve created provide greater efficiencies and a higher level of excellence that
keeps our valued relationships with partners and donors strong.”
Sanabria believes that, at all levels, systems “should just work.” He is confident the
organization is finally to a point where they don’t have to worry about systems failing
and affecting daily operations. Summarily, both he and his IT teams have concluded the
end-results were what they were looking for.
“The day we went live was a huge win for the entire Joyce Meyer Ministries team,” said
Sanabria. “Looking back, one of the most important benefits gained from this experience
was that the Serenic and Tectura teams were more than just consultants. In collaboration,
their designed approach, mandate and charge were to endeavor, together, to do something
special resulting in a relationship that became a real partnership.”
About Our Partner
Tectura is a worldwide provider of business consulting services, delivering exceptional
service and sustainable value through consulting, software and IT implementation.
A Microsoft Gold Certified Partner, Tectura maximizes its vast technology resources
and deep Microsoft expertise to deliver increased efficiency, project acceleration and a
competitive edge.