Easily deliver high quality grants programs

Managing grants is a challenging, complex and time-consuming process. In many instances there are up to 12 stages of a grant lifecycle - from program design, delivery, grant promotion, assessment and approval of applications, to advising and assisting grantees - as well as the final stages of acquittal and evaluation. 

Today it's even more challenging because organisations are expected to arrange, assess and evaluate an increasing number of grants, while also adhering to grant best practices. The process can be document and workflow intensive, whilst there remains a need to allow applicants to self-manage their applications, both online and on paper.

Most grants management processes are split across multiple systems ranging from customer relationship management, through to project and portfolio management, as well as enterprise resource planning software.

Achieving excellence in your grants programs is difficult if you use various systems that have no way of connecting or ‘talking' to each other, and the result is the following:

• Time is wasted due to activities being duplicated, which means manual intervention is required to make the grant process flow
• Too much effort is expended assessing how well each granting stage is progressing
• It's a difficult and a time-consuming process to assess the true cost and outcomes of your granting programs

One solution is needed to manage the entire grant lifecycle.

TechnologyOne CRM for Grants Management was designed to handle every single stage in the grant lifecycle. Essentially, grant applicants, grant makers, grant managers and grant administrators all manage their responsibilities within the one granting system, while accessing the following features:

• Advanced TechnologyOne CRM
• Asset management
• Contract management
• Online grants portal
• Financial management
• Funds management
• Invoicing
• Payment
• Account management
• Financial reporting
• Business intelligence

Benefits of TechnologyOne CRM for Grants Management include:

• Greatly simplifies complex granting process
• Provides a seamless and streamlined workflow from ‘arrange' to ‘appraise'
• Removes the need for multiple systems, thus minimising IT costs
• Integration with TechnologyOne's enterprise suite saves time and eliminates duplication of tasks
• Enables rapid setup of new programs or variation to the process
• Ensures prompt responsiveness to grantees and government policy
• Automated checks throughout grant process ensure due diligence and drive grant best practices
• Automated tools track expected milestones against final outcomes
• Provides complete transparency and better accountability
• Improves communication between internal staff, government and grantees
• Easily and quickly delivers financial insight into viability of grants
• Allows online self-service submission and tracking