How We Can Help

  • Advisory Services
    • Provide guidance and experience based on previous foundation grants management system implementations
    • Understand your foundation's grant making roles and processes and help determine the best system configurations and adaptations
    • Help prepare your foundation for an upcoming implementation by ensuring that you have the necessary internal support and resources allocated
  • Assessment & Planning
    • Evaluate current grantmaking policies, processes, and systems
    • Determine appropriate technology solutions
    • Engage key stakeholders on high-level plan
    • Develop engagement plan to help facilitate organization-wide change management and adoption of new system
  • Testing
    • Build foundation testing schedule 
    • Develop testing use cases and scenarios
    • Conduct data and document migration testing
    • Execute on-site testing with individuals and teams

 

  • Design & Optimization
    • Re-design grantmaking policies and processes
    • Adopt new grant review and approval workflows
    • Validate necessary program, legal and financial controls 
    • Design and build program and foundation portfolio dashboards
  • Project Management
    • Provide project management for grants management software implementation
    • Develop implementation plan
    • Liaise with internal or contracted technology staff
    • Coordinate vendor management
  • Training
    • Build foundation-wide training schedule
    • Develop training exercises
    • Produce training documentation
    • Deliver on-site training with individuals and teams