Client Stories

A Leading Health Plan Provider

The client, a large corporate enterprise, was looking for a centralized grants management system that could be used across multiple departments. Due to a negative past experience with another vendor, they also wanted customer service that would provide timely, effective support. By moving to SmartSimple, each team was given access to the system to manage their programs their way. And by integrating SmartSimple’s Premium Support Services offering, they had strong support behind them for when they needed help. The service gave them access to regular one-on-one discussions with a Dedicated Support Representative, as well as regular meetings with the Customer Experience team leaders. This level of engagement empowered them to make the most of their system by building a deeper understanding of how it worked.

Key Stats

SmartSimple Client Since: 2014

Dollars Granted: Over $13 million in 2015






Key Pain Points: No reviewer portal, lack of post-implementation support, too much paper, no tracking capabilities

New System Must-Haves: Online platform, solid support offering, a one-stop shop for all funding opportunities, detailed tracking and reporting

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SmartSimple provides potential grantees one central location to find all available funds and sponsorships from all three departments.

A Leading Health Plan Provider

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