After getting input from other foundations and taking a look at the Idealware Consumers Guide to Grants Management Systems, Linda was able to narrow her search down to four systems. “The review process was a real eye-opener for us. Most of the sales reps we had in to demonstrate their system were okay, but I never felt they were listening to what we wanted. I even had trouble setting up calls or follow-up appointments.”
“SmartSimple, on the other hand, really seemed to hear what we were saying. They understood how we wanted to show our data. They were the most responsive to our requests and paid attention to what we hoped to get out of the platform. Any queries were responded to quickly. Plus, as a small organization, we were confident we wouldn’t get lost in a sea of other clients.”
SmartSimple and the Helios team decided to take a bit more time than originally planned for the implementation of their system. “We had to make some adjustments to our process, not because SmartSimple wanted us to, but in order to achieve the outcomes we wanted. We needed to sit down and revisit how we were managing and entering our data.”
One member of Linda’s team, Erika Morse, has been using SmartSimple since the system went live and has found that she enjoys doing much of the configuration work herself. “When I need to contact the support team, the responsiveness is great,” says Erika Morse, Grants Management Director. “One of my favorite things about SmartSimple is that I can make changes and set up features on my own. I’m not an IT person - my background is education - but the SmartSimple support team is really great at explaining how the system works. Because they really take the time to listen to what you want to do, it doesn’t take long to get new functions up and running.”
“If we were suddenly asked to run a report on how many open grants we have and how the funding is broken out, it would only take a few seconds to complete. Does someone need a contact list of our current grantees? Not a problem! It was so much more cumbersome maintaining basic data with our old system.”
“Our internal team feels much more confident about the accuracy of the numbers in our system and actually using those numbers for reports,” adds Linda. “We’ve gone from a system only four people use to a truly organizational tool. The SmartSimple platform is ideal for increasing efficiencies, but it’s so much more than that. It’s built for tracking engagements, contracts, and users, making it absolutely invaluable for managing our grants and other activities.”
“People just love our system; it’s easy to access information from anywhere and it’s actually organized in a way that’s intuitive to our users,” says Linda.