PIVOTAL FOR GRANT MANAGEMENT

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1 PIVOTAL FOR GRANT MANAGEMENT DATA SHEET Granting requires you to have robust processes to manage and assess eligibility of applicants and their applications, and balancing this off against demands for funds and faster and smarter decision making. Reduce operational costs and decision making time frames by automating manual grants processes Gain greater management oversight of your funding programmes through the use of easy-to-access dashboards Reduce operational risk with all granting processes including application creation, assessment, decision, contracting, payment, monitoring, and evaluation managed in a single integrated solution Have one source for all your stakeholders, applicants, assessors, advisors and contacts, and through this easily manage conflicts of interest Unlock the richness of your funding programme information through built-in reporting, searching and analytics Increase the quality of service and customer experience through online self-service web portals for applications, managing assessments, contracts and programme completion reporting

2 Pivotal for Grant provides grant makers with a single tightly integrated solution to unique workflows, support compliance, customer service and contact management to improve effectiveness, service and outcomes from grants issued. Fusion5 s Grant solution leverages the Pivotal CRM enterprise platform to bring all aspects of the application, assessment, approval, contract, monitoring and completion processes into a single customer facing and administration hub. Creative New Zealand has been able to make significant efficiency gains and cost saving, managing all business functions including different types of grants within a single integrated hub. The online web portal has meant a significant reduction in paperwork, manual processing and time to manage grant applications. -General Manager, Angus Evison, Senior Manager Business Services Tackling key challenges: Compliance around application and eligibility Balancing conflicting demands for funds Supporting broad range of initiatives Eliminating manual and paper based applications and assessment processes Engaging with the community 2

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4 MODULE CRM Contact and Relationship - Track staff interactions and communications with contacts to provide an integrated service offering across the organisation Stakeholder (applications, assessors, moderators, committees, boards, panels) Manage your contacts across multiple stakeholder groups Publication and List Activity (alerts, notifications, calls, tasks, meetings, s) Microsoft Outlk and Office integration Applications and Assessments Run both open and restricted access funding programmes Manage funding programmes with different assessment criteria and assessment methodologies Identify and manage conflicts of interest early Support branched assessment across multiple assessors Allocate both internal and external application assessors Tailor assessments to assessors and moderators depending on their scope and skills Manage application workflow and assessment so you have visibility of an assessment s status Score applications and include assessment commentary Funding & Programmes Run a variety of different funding programmes through one integrated solution Manage funding bodies & membership Manage organisation-wide funding programme budgets that are allocated to funding programmes and funding rounds Establish libraries of assessment criteria to be used in different funding programmes Have greater oversight of a funding round through the use of application workflow definitions Manage programme structures and templates including: Configurable online web application forms Save time by utilising technology so that assessments are completed online Integrated Document linked to applications and assessments Moderation View all eligible applications by score and rank Update applications in real time as part of peer review Tag applications for approval and offer View fund distribution against key classifications Internal and external assessors Contracts and payment plans Monitoring and evaluation forms Utilise cloning functionality to set up new funding rounds or similar funding programmes quickly 4

5 Offers and Contracts Track approved and declined applications Manage decision notifications Produce contracts and funding paperwork Manage contract status and approval Online contract approval and management Notification and status updates (emarketing) Mail merge and document creation/ management Contract Change Monitoring and Payment Monitoring statistics defined Manage and assess reporting obligations Monitor Planned vs Actual outcomes Online portal to receive progress reporting Schedule payment milestones for progress payments Integrate with Finance System for Payment Funding Programme Information Leverage dashboards to track funding programme and funding round information on application, assessments, budgets etc. Quickly search programme information Create e-template reports to provide key programme information, and standard notifications Pivot and export information to Excel for analysis and reporting Pivotal for Grant Relationship Customer Self-Service Funding & Programme Application Workflow Assessment Moderation Offer & Contract Payment Contact Document Customer Service Marketing Automation On Premises Hosted Private Cloud Public Cloud Amazon 5

6 Web Self Service Apply unique branding and lk & feel Manage individual applicants who are organisations separately Applicant and assessor web portal to enable: Applying for funding Carrying out of assessments Managing and updating user profiles Managing who can complete what part of an application Managing who can sign and submit applications Online Contract and Monitoring Reporting Online Completion Reporting 6

7 CONTACT APTEAN HEADQUARTERS 4325 Alexander Drive Suite 100, Alpharetta, GA Phone: +1 (770) , APTEAN AUSTRALIA AND NEW ZEALAND PARTNER Fusion5 Australia - Phone [email protected] New Zealand - Phone [email protected] About Aptean: Aptean helps businesses profit, innovate and grow where the work gets done in the call center, on the flr of the factory, at the end of the assembly line. That s where Aptean s CRM, ERP and Supply Chain software applications enable nearly 5,000 customers to satisfy their customers, operate more efficiently and stay at the forefront of their industry. Aptean is where software WORKS. For more information, visit Copyright Aptean All rights reserved. 10/15