Gantt vs. Grant

March 9th, 2010
Serenic Staff

Ever wonder what the difference is between a Gantt and a Grant? Probably not. But if you work for a nonprofit organization, you probably know that both are necessary to successfully complete projects to support your mission. What’s clear is that a Gantt chart will help you manage the project, while a grant helps you fund the project. What may not be as clear is which software you need to manage either or both. Serenic just released a new whitepaper – “A Grant Manager’s Guide to Selecting the Right Software” – that clearly defines the differences between project management and grant management. Below is an excerpt from the whitepaper, which can be downloaded at http://www.serenic.com/forms/resource.aspx?rsc=8.

The Problem

Abraham Maslow said, “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” Apparently, many software companies are easily tempted.

No one would dream of using the same shovel to clear land on a construction site and serve up meals at a soup kitchen. Rather, they would use one piece of equipment for the construction project and different equipment to accomplish their charitable objectives. So why is it that project managers and grant managers have historically been expected to share the same software to meet the needs of their very different stakeholders?

The answer might lie in the fact that projects and grants share two unique operational requirements.

First, both projects and grants require the creation of separate fiefdoms within their respective organizations. In the case of projects, separately identifiable buckets allow the project manager to associate the costs of completing a project with the price of the job. Information gleaned from a single project is used to determine profitability but is also used to determine the bid price of the next job. For grant managers, separate buckets by grant allow the manager to monitor the funds expended in fulfillment of grant objectives. Information gleaned from individual grant expenditures is shared with the grantor organization and others who have strict requirements for how those funds can be used. Associating costs with a discrete set of activities is a common headache shared by both project and grant managers.

Have a Question about Serenic Software?

March 2nd, 2010
Serenic Staff

It’s a great feeling of reassurance when you know you’re doing your job right.  Especially dealing with end users who rely on your answers to get them through their day!  So we want to congratulate Robb for his exceptional customer service.  Robb is with our Serenic Support Services team in Edmonton and was recently rewarded with a surprise gift…

Suzie Turner, from The Rand Group, decided to reward Robb for his service by sending him a Corvette Stingray Concept car!  Of course it was the toy version – but a radio control car nonetheless.  We’re sure he’ll be driving it around the office by day’s end – Edmonton 500 anyone?

Congrats again to Robb—and thanks to Suzie for her generosity!

Payroll Training Wraps Up

March 1st, 2010
Serenic Staff

We recently hosted some HCM Payroll training at our Lakewood Office.  Thanks to our trainers, Quiana and Robb, folks went home with the skills they need to implement payroll—which fully integrates with Dynamics NAV!

Pictured below from left to right are Robb, Serenic Instructor; Carla Dudley from Finley & Cook;  Michael Persichini from Aztec Systems; Matthew Ball from Tervis Tumbler; Quiana Willard, Serenic Instructor; Jeremy Vyska from Small Square Services.

HCM Payroll Trainers and Attendees

As the exclusive developer of payroll products for Microsoft Dynamics NAV, we’re sure to see the class again.  Thanks for coming!

Snowing in Austin?!

February 23rd, 2010
Serenic Staff

Thanks to Andrew, our Austin based Regional Sales Manager, we have pictures to show that it really IS snowing in Austin today!  Although we’re a little nervous about the driving skills of Andrew and his fellow Texans :-) —just because they aren’t used to that white stuff!

Snowing in Austin

It Really is Snowing in Austin, TX

The high temperature two days ago was in the mid-70’s, so we hope they all enjoy the snow while it lasts—since it will probably be gone by this evening.

Here today, gone tomorrow?

Send us your crazy snow pictures!

True Confessions of a Product Manager

February 22nd, 2010
Donna Smiley

By Donna Smiley

Here’s the first confession—I’m in the last year of being able to say ‘I’m forty-something’ and I’m only six months away from being an empty-nester.  So, naturally, I decided to take a moment to assess my life!  I found myself wondering how someone who started out wanting to be a pharmacist earned a degree, instead, in Environmental Science, and then ends up in software product management.

Almost all of the product managers I know appear to have an innate need to break down the complex into simple, individual components.  In fact, they are almost annoying with the need to get at the root of everything and I’ve concluded that their need to understand how something works and to look for ways to improve it is just a fundamental part of their DNA.  It’s very likely that there were signs of this behavior even at an early age.  Maybe a future PM took apart their Mom’s sewing machine because the mystery surrounding how the movement of the needle and the bobbin resulted in the stitches in the fabric was just too great to ignore.  By the way, my brother took the fall for that incident so let’s just keep that confession between us!

In addition to providing a less destructive way to employ my analytical skills, I also found that product management presented me with a creative outlet. Envisioning and designing a solution requires me to mold and sculpt the ideas swimming around in my head until they come together in what I think of as a piece of software art.

So, having an instinctive need to analyze processes and the ability to apply a creative lens to the work certainly helped to build a foundation for becoming a product manager.  But, the real turning point for me was—and continues to be—the moment when the person using the software smiles and tells me “That’s it—you get it!  This is going to make it so much easier to do my job.” It is in that moment that I realize how much I love my profession because what we build at Serenic really does impact people’s lives.

Which leads me to my final confession—in my 20 years of working with software solutions, I have never worked with a more exciting product than Navigator 2009.  So even though the sign says, “Keep your arms and legs inside the ride at all times,” I say throw your arms up because it feels like you’re flying!

Please watch for my future confessions (from a PM’s perspective) about Navigator 2009 and all the software art being created at Serenic.

Navigator 2009 – A Development Perspective: Role-Tailored Experience, Part 2

February 17th, 2010
Brandon Taylor

By Brandon Taylor

Last year, when Serenic made the decision to join the Microsoft Dynamics NAV 6.0 SP1 TAP (technology adoption program), there was that brief moment of, what have we done? As an embedded solution, Serenic Navigator is roughly 30% larger than base Dynamics NAV.  That translates into a lot of work, and we were aware that there was a lot that we didn’t know when entering the program.

As discussed in my last posting, there ended up being three primary areas that we really needed to understand: menus for the role-tailored client, roles and activities, and pages.

Let’s break these down.

Before jumping right in, I would like to apologize as the following contains development rated material – screenshots of the NAV object designer.  So, if you haven’t had the luxury of spending much time in the NAV development environment, this is where programmers spend the majority of their time.

It turns out that menus for the role-tailored client are modeled in the exact same way as the classic menus.  The only difference is that instead of having an object number of 52, they start in the thousands, i.e. 1055.  During the transformation cycle we had a non-developer update these.  That should give you an indication of how we started to feel—piece of cake :) !

Next up, we needed to understand the most important framework of the role-tailored client – roles and activities.  These are the basis for the whole “Role-Tailored Experience,” so it was critical that we shipped product with roles that were relevant for the NonProfit/NGO/Public Sector market.  As with menus, Microsoft’s implementation of roles and activities fit within the NAV architecture by utilizing the new page object.  Both the role and activities each require one page.  Below are the roles and activities we shipped with Navigator 6.0.

Finally, now that we understood menus to be an extension of the classic model along with roles and activities that are really just pages, the only new thing we needed to learn were pages.  Below is a partial shot of the Fund Card page object.  If you have ever looked at XML code from a web page you will see some similarities in the layout.  In fact, the page object gets compiled into managed C# code on the service tier.

Below is how the role-tailored client renders and presents the page to the user.

All in all, it took a couple of weeks for it to become clear on what we needed to do.  It then became an exercise based on the volume of work rather than the technical unknown (although there were the typical technical hurdles associated with any early adopter program).

Hopefully, this provides a little more clarity to what’s under the hood related to the role-tailored client.  It really comes down to a new object type called a page.  As is usually the case, Microsoft has done all of the heavy lifting and we now get to build and deliver some pretty cool stuff.  But, that’s for next time…

International Travel Pictures

February 16th, 2010
Serenic Staff

We were excited to finally receive some international travel photos from our Serenic co-worker, Brooke Canady.  Brooke visited several Middle Eastern countries while on sabbatical the past several months, including India, Nepal and Israel.

Market in India

In the picture below, you see Brooke, 3rd from left, with some of her new friends!

Brooke will be returning to work at Serenic in April. We look forward to hearing more about her first-hand experiences within the same cultures where many of our nonprofit clients operate!

Microsoft Accounting Comparison Seminars

February 11th, 2010
Serenic Staff

Ever wonder what’s better for your Nonprofit as far as accounting software solutions?

Last week we had almost 30 financial leaders from nonprofit organizations drive to Microsoft’s Los Angeles and Irvine offices to check it out.  The attendees (who dodged the rain!) were able to learn more about Dynamics accounting products, including Serenic Navigator, Great Plains and Dynamics SL (formerly known as Solomon).  Some might think these are tedious seminars, but we tried to make them exciting!

Matt Thayer, one of our marketing gurus, coordinated the events and was thrilled to see so many attendees interested in how they can do a better job of managing their nonprofits’ finances. One lucky person at each event received a free Microsoft Zune—load your tunes and you’re ready to dive into accounting software :-) .

More than 60 nonprofit executives were registered for this week’s event at the Microsoft offices in New York City. We were once again thrilled at the number of attendees.  Unfortunately, mother nature prevailed and we had to cancel the event due to a huge snow storm.  But, we will definitely reschedule!

Anyway, we’re looking forward to similar events in various cities through the coming months.  We can’t imagine what attendance will be without all the rain and snow!

Stay tuned!

Ever Heard “NO” in High-Text Cultures? Rarely!

February 9th, 2010
Baris Vural

Priceless Road Story by Baris Vural

I promised you a personal road story on my last blog post about international business challenges.  Well, here goes…

A rather comical journey took place a few weeks ago when I was in India for meetings with an NGO delegation from Myanmar (Burma).   A day prior to my departure, we had arranged a taxi to the airport. It was supposed to come at 7:30am, but when my watch showed 8:30am, and after many failed attempts of getting another car (apparently it was a public holiday and very few taxis actually operated), I started asking questions.  “Do you know where my taxi is?” The response I got was, “Sir, a taxi will be here shortly.” But then an hour later I was told it would be very difficult to get a taxi.” After I told the receptionist I might miss my flight, he offered to take me to the airport himself.  So trying to demonstrate patience, I said, “Yes, so let’s get going.” A couple minutes later, a flashy red motorcycle showed up in front of the revolving doors and the very same guy at the reception was now telling me, “Sir, hop on please, we’re running late to your flight.”

This is one of those moments in your life where you wish it’s about time where somebody woke you up.   So here I am, very close to missing my flight, and if somebody had told me about an hour ago that “There is no way your taxi will come and don’t keep waiting,” then I wouldn’t have had to sit on the back of a bike desperately clinging onto my luggage which comfortably sat in between me and my motorcycle chauffeur cruising at 40 miles an hour.  As my face got hit by my driver’s tear drops due to our high speed race to the finish line, I thought to myself about the MasterCard commercial where truly in life, some things are absolutely “priceless.”

We finally arrived at the airport after spending 30 of the 45 minute ride with my eyes closed and a huge metal stick pushing up against the bottom of my spinal cord.  As we pulled up to the curb, with an abrupt left turn at the very end, I found myself lying on the ground, tightly hugging my luggage as if it was my life vest.  I looked up and saw my driver’s face with a huge crowd of people behind him asking me, “Sir, are you OK?” Trying not to say “NO,” I replied, “I am pretty far from OK so please somebody give me a hand because I have a flight to catch.” As I ran and jumped through security, people at the check-in counter were yelling from behind, “Sir, you will not make that flight.” At last somebody was saying “no way” but I think it was a bit too late, and I was saying to myself, “You guys don’t know what I am capable of.”

Well, the 16+ hour trip home wasn’t a lot of fun, especially after the back pain kicked in once the plane left the ground.  But, that was an experience of a lifetime and it taught me one thing:  if you’re in a high-context culture and somebody tells you something is very difficult, it’s a polite way of saying, “No way in the world is that going to happen.” You should immediately start looking into other alternatives!

12 Grant Writing Tips

February 3rd, 2010
Steve Glauber

by Steve Glauber

Over my long career, I have lost many nights and weekends writing grants with the plan to either add programs or enhance existing programs in health centers, social service agencies, research programs, and various other nonprofits. I hope the grant writing wisdom I have included below will provide to you some ideas to make your grant writing process more productive.

As a quick confession, I have, at times, forgotten to follow my own advice—which brings me to:

Most important tip – Don’t write grants during family events. My wife decided that we should take advantage of a Marriage Encounter weekend and I thought it would be a great time to write a Community Health Center grant. Well, we got the grant, but years later I am routinely reminded about my lack of focus that weekend!

Here are more helpful tips for grant writing:

  1. Remember grant writing is not a game; it is hard work that requires planning and research.
  2. Do not limit where you look for grants. Grant opportunities can be found in the Federal Register; by contacting various trade associations; working with philanthropic clearing houses; and requesting to be included on mailing lists of foundations and charitable organizations in your field.  Don’t forget local resources!
  3. Become a collector of data. Being able to quickly add the teenage pregnancy rates or the number of clients without health insurance in your county is critical to successful grant writing.
  4. Read and study other successful grants – many funding sources provide samples. But please just read and don’t think about plagiarizing.
  5. Do not waste your time or the grant maker’s by writing grants that do not fit the grant requirements. Read and fully understand all of the requirements.
  6. Start building relationships instead of wasting time writing grants for organizations that you don’t know you.
  7. Do not use a scatter gun approach to grant writing; determine your focus and write to the focus.
  8. Manage the grant due dates; note many require a letter of intention before the application is due. If you miss a date in the grant process, contact the grant maker before proceeding with the grant application. Also, set up a grant approval cycle before you waste staff time on grants that are not submitted.
  9. Contact the grant maker before starting the process. Create a series of questions that have not been answered in their request for proposal, most are happy to help.
  10. Never write a proposal if you have not first fully developed the project.
  11. Write persuasively and watch page limits – you’re selling your organization and this is not a term paper. Most grants have page limits for both individual sections and the complete grant. However, remember many funding sources will allow you to send supplemental information, such as: building plans, affirmative action plans, and other boiler plate information.
  12. Do not cheat on margins to meet page requirements, rewrite to make it fit. Do not write sentences that sound really good but actually say nothing.

Many times we hear “think outside the box.” With grant writing, make sure that the grant makes sense and is not just another project. Grant makers are looking for organizations that can accomplish the project and are not just good grant writers. Remember your mission.

Good luck and keep your debits on the left.