SmartSimple Blog

For their lean staff size, the Pennsylvania Interest on Lawyers’ Trust Accounts Board (PA IOLTA Board) conducts complex and detailed reviews of their grantee organizations. In order to ease the administrative burden on staff, the PA IOLTA Board sought to automate their grants process with an online grant management software. SmartSimple delivered a robust and intuitive system specifically tailored to their unique reporting requirements. Now, staff has more time to devote to substantive issues surrounding their grantmaking.

Are you an organization with multiple independent departments? Do you ever wish you had a platform that houses all of them in one system while operating independently? In anticipation of their upcoming presentation at SmartSimple’s ELEVATE San Diego conference in October, we sat down with Sam Caplan, CIO and Deputy Director of Operations of the Walton Family Foundation, and Malcolm Klotz, Founder of Re-Solved, to learn more about their process of successfully building and uniting 12 different entities and multiple departments in one cohesive system.

Stop Now And Plan’s (SNAP®) spreadsheet-based administrative process needed a software solution to accommodate its Canada-wide expansion of mental health services. Not only did SNAP need a way to consolidate and track all stages of their implementation and service delivery around the world, they also needed to maintain fidelity and create a support system for their affiliate offices across the country and beyond. SmartSimple delivered a cloud-based centralized system that enabled SNAP to collect and report data across all of their locations to best serve families and support internal and external stakeholders during all stages of program implementation.

A sluggish paper-based system hampered the Washington Traffic Safety Commission's nuanced and complex government-funded granting process. With all the detail work required to manage federally funded grants, they wanted to move to an electronic-based system. SmartSimple helped them centralize their process into one platform enabling them to invoice, manage projects, and track program impact in an all-in-one platform.

With over 200 different funds to grant from and hundreds of new proposals submitted each year through different granting calls, Vancouver Foundation had difficulty being efficient and effective through its collection of segregated in-house processes and systems.