Solutions

Serenic Navigator for Non-Profit Organizations (NPO)

Effective use of funds, accurate and timely financial reporting, and complete transparency all serve to reinforce  funder  confidence, while showing potential funders why your organization deserves their support.

Serenic Navigator for NPO is a comprehensive ERP solution designed especially for non-profit organizations, including community and social services charities, educational and research foundations, faith-based organizations, trade associations, museums, zoos, arts and human services organizations. As a Gold Microsoft Alliance partner for Enterprise Resource Planning, Serenic Software can help you effectively manage the financial affairs of your organization through best practices that are proven for these sectors.

Award-winning Serenic Navigator is built upon the stable and scalable foundation of the Microsoft Dynamics NAV business management system to provide world class accounting and financial management capabilities for your organization.

Moreover, Serenic Navigator for NPO integrates core functionality with the sector-specific functionality your nonprofit needs in a single solution, reducing data redundancy associated with disparate systems while improving financial performance visibility, staff productivity and accountability—from program managers to the CFO. The solution includes:

Serenic Software offers a market-specific success kit for NPOs which includes a collection of material related to Serenic, our solutions and our customers. To gain access to Serenic Navigator for NPO kit, please click here.

A Selection of NPO Customers

Serenic Navigator for NPOs:

Accounting & Financial Management

From core fund accounting to specialized financial management, Serenic Navigator will help you focus resources on your mission with efficiency and transparency.

  • Multi-entity support to manage your various regional missions, fundraising and revenue-generating activities
  • Consolidation of multiple companies and the ability to enter intercompany transactions; thereby eliminating multiple financial statements and data entry errors
  • General ledger
  • Integrated purchasing and accounts payable
  • Comprehensive financial reporting, with flexible views for management, boards, donors, funding agencies, and auditors

Award Management

Accurate, timely and compliant award/grant management is essential. Serenic Navigator for NPO automates the process so that you spend less time on paperwork, while increasing your chances of securing future awards.

  • Pre-award estimates, budget integration, and document storage
  • Post-award management of multi-year funding, obligations and program execution
  • Rule-based generation of indirect cost recovery and tracking of unstructured data such as terms & conditions
  • Efficiently manage cooperative agreements
  • Expense monitoring to avoid over- or under-spending, including sub-awardee expenses
  • Compliance reporting

Budget Management

Streamline your budgeting process and then manage the entire budget lifecycle to ensure your strategic plans are executed as planned and on budget. Functionality includes:

  • Budget preparation, including rollup of distributed budgets and what-ifs
  • Real-time expense monitoring vs budget
  • Administration of budget rules, modifications and approvals

Payroll & Human Resources

Payroll must be completed efficiently, accurately and on time, every time. Frequently, nonprofits can have complex payroll and human resources challenges such as varying pay cycles, contracts and special payroll calculations. Serenic’s Payroll & Human Resources functionality helps you keep pace with the ever-changing needs of your workforce, including:

  • Employee tracking
  • Benefits administration and leave tracking
  • Position control and compensation management
  • Payroll processing, including direct deposit
  • Compliance reporting and calculations for federal, state, and local authorities

Analytics and Decision Support

Analytics & Reporting helps you make better decisions, faster. Analytics allows you to monitor key performance indicators (KPIs), track actuals vs budget or estimate, and answer ad hoc questions—with data broken out and sorted by department, award or funder, date range or any other criterion.

  • Pre-configured standard dashboards for Serenic general ledger
  • Access to dashboards on laptops, smartphones and tablets
  • Drill-down to detail capabilities
  • On-the-fly filtering, sorting, report development and saving of views
  • Export to MS Excel, PDF, HTML, and email with the click of a button

Add-On Functionality

To enhance Serenic Navigator for NPO beyond its core functionality and meet the differing needs of each nonprofit sector and organizations, Serenic seamlessly integrates the following capabilities:

Deposits & Loans

Non profit organizations frequently manage banking and account deposits, loan disbursements, generation of client statements and maintenance of all loan activities. Serenic’s integrated Deposits & Loans module allows you to:

  • Automatically calculate the loan interest and principal
  • Define loan interest as simple or compound
  • Automatically release loan proceeds through Accounts Payable
  • Generate lines of credit or amortized loans
  • Set up loan maximums based upon user-defined amounts
  • Assign optional finance charges to overdue loan payments

Field Connect

Field Connect allows your remote users to enter simplified general journals with or without an internet connection. If the user is offline when entering their transactions, Serenic Navigator will synchronize between the Field Connect client and your main database the next time the user connects to the system. Accounting personnel at headquarters can revise, reject or post all or some of the transactions. Additionally, any Validation Rules will be enforced, even when working off-line. Field Connect allows your field worker with limited access to the internet to:

  • View available funds, dimension values, GL accounts, vendors, customers, and bank accounts for use while working off-line
  • Enter journal transactions and run reports at any time
  • Be productive without formal accounting background.

Donor Management

Donors are the lifeblood of your nonprofit organizations or faith-based ministry. Serenic Software partners with DonorDirect™ to provide integrated capabilities from their solution, Studio Enterprise, including:

  • Online donation processing and product sales
  • Event registration
  • Donor management CRM
  • Communications management
  • Volunteer management
  • Inventory management of offerings

Read more about the non-profit sectors we serve:

Testimonials

“We can view fundraising and grants separately and track our service vehicles to a level that lets us know what each one is costing us in gas and maintenance. Overall, Serenic Navigator has improved our organization’s financial management and made reporting to my board much more accurate.”

ARC of Middlesex County

To gain access to the below documents, please click here for Serenic Software’s success kit.

Brochures

  • Serenic Navigator for NPOs – Comprehensive ERP Solution for Non-Profit Organizations
  • Serenic Analytics – Powerful business intelligence for high-value decision making

Videos

  • Morgridge Institute of Research
  • University of Virginia – Alumni Association
  • Mental Health Center of Denver
  • Archdiocese of Atlanta
  • RSF Social Finance

Case Studies

  • American Psychological Association
  • American Urological Association
  • ARC of Middlesex County
  • University of Virginia – Alumni Association
  • Philadelphia Zoo

Whitepapers

  • Gantt vs. Grant – A Grant Manager’s Guide to Selecting the Right Software
  • Smart Stewardship in a Rapidly Changing World
  • 5 Key Reasons Why Great Financial Management Is So Important For Your Nonprofit Now

A Selection of Our Customers