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Solutions | Grants Management


TrueTandem understands there is no “right” way to manage grants, there is only “your way.” With that in mind, we developed a technology framework that can be easily implemented and customized to streamline grant management tasks to stay on time while allocating more time to evaluating solicitation and distribution of funds.  Our Grants Management solution allows clients to simplify processes and reduce errors and delays with automation. This includes the ability to:

  • Manage grantees’ organizational information including multiple address types and point of contact
  • Manage grant reviewers to identify and audit reviewers and track the entire lifecycle of the review process
  • Manage and phase out funds once grants are awarded including administering and monitoring payments
  • Manage proposals with a module that encompasses information on team members, vendors, and contracts
  • Generate ad-hoc reports and dashboards that provide views into progress and results in every step of the process

Built on the Microsoft Dynamics platform, the leading business platform for extensible data relationship management, our Grants Management solution consolidates back office and front office activities in one platform for better tracking, monitoring, and reporting. The solution is easily integrated with Outlook and other Microsoft Office technologies our clients use daily.

Case Study

The Annie E. Casey Foundation

SpLogo_AECFThe Annie E. Casey Foundation (AECF) was established in 1948 by Jim Casey, one of the founders of UPS. As part of its mission to building a better future for disadvantaged children in the United States, the foundation makes grants to help states, cities, and neighborhoods to create innovate and responsive programs and solutions to meet the needs of this population.

 

Challenge

AECF was managing their grants through a number of different paper and electronic systems, none of which could meet the growing needs of the organization on its own. Even with multiple systems, it was still difficult to get a clear picture of the grant pipeline, see where a particular grant was in the process, and report on program progress.

Solution

AECF was managing their grants through a number of different paper and electronic systems, none of which could meet the growing needs of the organization on its own. Even with multiple systems, it was still difficult to get a clear picture of the grant pipeline, see where a particular grant was in the process, and report on program progress.

Result

The entire grants management system is now automated. The TrueTandem solution allows the AECF grants management team to:

  • Automate the planning of its annual grant budget
  • Initiate and track a grant through its entire process while providing reporting along every step
  • Provide executive leadership with better insights into the Froundation’s finances resulting in a more improved and efficient distribution of funds
  • Integrate the grant process from initial application through the creation of check request with back office accounting system

An integrated portal is also provided allowing grantees to complete their applications, submit reports electronically further reducing the time required to get needed monies into grantee hands.