Staff collaboration within MS Teams or Slack. Video calls for board meetings. Grant distribution via ACH and Bill.com. This is the “new normal” for philanthropy, and it’s happened in the span of weeks instead of years. Yet, with such a rapid change, how are grantmakers adjusting to a reality where technology is at the center?
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.
After four years since the last edition, Tech Impact’s Idealware released the newest version of A Consumer's Guide to Grants Management Systems to help inform grantmaking organizations on their IT decisions. SmartSimple was one of 14 leading software providers that were reviewed and we've been profiled in every subsequent version of the guide since 2011.