During the month of May, PEAK Grantmaking’s 2020 annual conference will be running virtually and uniting hundreds of grants management professionals around a month-long series of educational events around this year’s theme: Courage in Practice. The online conference will include keynotes and sessions both delivered live and on-demand, as well as offer breakout discussions, regional chapter meetings, and even a Virtual Expo to connect with exhibitors – including SmartSimple.
Have you ever wondered if two entirely different companies that use SmartSimple can work together? We have the answer for you: SmartSimple’s Data Exchange, a secure method of transferring information between systems.
Whether you’re transferring information between insurance companies to service providers, or centralizing ad-hoc information from field research to foundations, SmartSimple’s Data Exchange provides the configuration to send and receive records between different SmartSimple systems. You can now export multiple levels of data and also organization and individual contact data to and from one SmartSimple system to another.
Effective communication is one of the most important and defining elements in an efficient grantmaking process. Regularly creating documents with information tailored to each stakeholder is a critical part of having everyone on the same page at every point of the grantmaking journey. SmartSimple’s Platform3 Web Page View feature provides the ability to create and display documents as web pages in order to quickly get every stakeholder on the same page. Administrators can create easy to use templates for grant agreements, confirmation pages, and on-demand pop-ups for applications, all of which can be formatted to your specifications.
Managing grantee requirements, vetting organizations, and evaluating each grant recipient against watch list scans are some of the highest priorities in the grantmaking process. Yet, it’s often a bogged down, manual process that not only takes too much time. SmartSimple's Platform3 includes built-in integrations that can automate your scanning requirements against over 20 watch lists.
Here at SmartSimple and Gen3, we may be in the business of providing technology solutions, but we have staff that care about the personal as well as business concerns of our clients. We build systems and relationships with SmartSimple users whose areas of focus cover the breadth and depth of philanthropy. All of whom are having to quickly adapt to changing circumstances as a result of the COVID-19 crisis. It goes without saying that as software providers we’re committed to providing support to our clients which makes adapting as stress-free as possible.
