November Upgrade Unpacked webinar

November Upgrade Unpacked Webinar

On November 18, we took a deeper dive into some of the most impactful features from this month's upgrade. SmartSimple Cloud users had the opportunity to speak directly to members of our Platform Solutions Team as they go behind the scenes to share why these features were created and reveal their business applications.

Presenter:

Mark Bridger, Design Team Lead, SmartSimple Software

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November Upgrade Webinar

At the November Upgrade Webinar, SmartSimple users and system administrators took advantage of the opportunity to speak directly to the Design Team to learn about our most recent developments that will improve each SmartSimple experience.

Presenters:

Mark Bridger, Design Team Lead and Ann Vincent, UX Writer & Designer, SmartSimple Software

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SmartSimple ACCELERATE

ACCELERATE: November 2021, Fall Edition

At our Fall Edition of ACCELERATE, we shared updates on our latest developments and spotlighted some of SmartSimple Cloud's newest features, and hosted a Town Hall where attendees asked questions and shared feedback. This quarter's agenda revolved around the theme: Prioritizing a Safe and Secure Virtual Environment.

Presenters:

Eric Lauer, SVP of Platform Solutions, SmartSimple Software
Brendan Bradley, Managing Director EMEA, SmartSimple Software, and Dan Eardley, President of US Operations, SmartSimple Software

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October Ask The Expert: List Views, Shortcuts, Themes, and Templates

October Ask The Expert: List Views, Shortcuts, Themes, and Templates.

At the October “Ask the Expert” session attendees had a chance to have their specific feature questions answered directly by the SmartSimple Platform Solutions Team. This month, the Platform Solutions Team conducted a live presentation of Portals highlighting four SmartSimple Cloud features: List Views,  Shortcuts, Themes, and Templates.

 

Hosted by Sharon Courtney, Steven Imbaquingo, Garrett Alford, Mark Bridger, and Ann Vincent, members of our Platform Solutions Team.

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September Ask The Expert: System Security Summary, Hashtags, Form Completion Indicator, and Countdown Timer Custom Field

September Ask The Expert: System Security Summary, Hashtags, Form Completion Indicator, and Countdown Timer Custom Field.

In the September “Ask the Expert” session, SmartSimple Cloud users had the chance to have their specific platform feature questions answered directly from the SmartSimple staff.

Presenters:
Platform Solutions Managers, Steven Imbaquingo, Sharon Courtney, and Garrett Alford.

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August Ask The Expert: Address Lookup and Validation (with Google API) and Proximity Searching and List Views

August Ask The Expert: Address Lookup and Validation (with Google API) and Proximity Searching and List Views.

In the August “Ask the Expert” session, SmartSimple Cloud users had the chance to have their specific platform feature questions answered directly from the SmartSimple staff.

Presenters:
Steven Imbaquingo, Platform Solutions Manager, Sharon Courtney, Platform Solutions Manager, and Garrett Alford, Platform Solutions Manager.

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SmartSimple ACCELERATE

ACCELERATE: July 2021, Summer Edition

At our Summer Edition of ACCELERATE, we shared updates on our latest developments and spotlighted some of SmartSimple Cloud's newest features, and hosted a Town Hall where attendees asked questions and shared feedback.

Presenters:

Eric Lauer, SVP of Platform Solutions, SmartSimple Software
Brendan Bradley, Managing Director EMEA, SmartSimple Software, and Dan Eardley, President of US Operations, SmartSimple Software

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July 2021 Upgrade Overview

On July 13th, SmartSimple held a Q&A-style webinar that is designed specifically for our SmartSimple Cloud users and system administrators. Our clients took the opportunity to speak directly to our UI Lead, Mark Bridger, and learned how our most recent developments can improve their SmartSimple Cloud experience.

Presenter:
Mark Bridger, UI Lead, SmartSimple Software

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SmartSimple Webinars

Using ORCID & SmartSimple Cloud to Simplify Research Administration

In this webinar, you'll learn how effective research funders can improve their process by putting ORCID to work in SmartSimple Cloud for Research Grants Management. You’ll also get to see a demo of the ORCID integration in action to help you:

 Reduce manual data entry and errors on research grant applications
 Accelerate research grant reviews and increase funder transparency
 Improve attribution and administration processes with better accessibility to grant data
• Drive more efficient and effective output reporting to aid researchers and funders

ORCID offers researchers and funders around the world an easier way to identify authors, contributors, and citations within scientific research. With a persistent ID that enables a constantly up-to-date digital CV, you’ll bring greater effectiveness to your research granting and review processes while reducing manual tasks for researchers looking to make their scientific output shine.

Presenters:

• Teresa Clarke PhD, Director of Research Solutions, SmartSimple Software
 Ana Cardoso, Engagement Lead, Global Direct, ORCID

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Ask The Expert: Portal Template, Personal Dashboards, Group Emails, List View Filters

Ask The Expert: Portal Template, Personal Dashboards, Group Email, List View Filters

In the June “Ask the Expert” session, SmartSimple Cloud users had the chance to have their specific platform feature questions answered directly from the SmartSimple staff.

In this session, we discussed the following features:

• Portal Template
• Personal Dashboards
• Group Email
• List View Filters

Presenters:
Steven Imbaquingo, Platform Solutions Manager, and Garrett Alford, Platform Solutions Manager.

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Special SmartSimple Event

At the Special SmartSimple Event, we celebrated what we've accomplished together as a SmartSimple Community over the past year and shared stories of success. We highlighted where our platform and solutions are heading next in 2021 and beyond. We also took the opportunity to announce our new platform name, SmartSimple Cloud

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May Support Spotlight

May Support Spotlight, Session 1/2

What's the best time to call Support? What issues or ticket types have been trending as of late? In the first-ever SmartSimple Support Spotlight, Our Director of Community Support, Madhulika Sharma, and her team answered some of the commonly asked questions and more. They also shared their valuable insights and tips to focus on from a Support perspective.

Presenters:
- Madhulika Sharma, Director, Community Support
- Jason Ewer, Senior Technical Account Advisor
- Atin Sood, Senior Technical Account Advisor

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May Support Spotlight, Session 2/2

What's the best time to call Support? What issues or ticket types have been trending as of late? In the first-ever SmartSimple Support Spotlight, Our Director of Community Support, Madhulika Sharma, and her team answered some of the commonly asked questions and more. They also shared their valuable insights and tips to focus on from a Support perspective.

Presenters:
- Madhulika Sharma, Director, Community Support
- Jason Ewer, Senior Technical Account Advisor
- Atin Sood, Senior Technical Account Advisor

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Ask The Expert

Ask The Expert Session 1: Notification Broadcast, System Variables, Impact Maps, Security Matrix

In the April “Ask the Expert” session, SmartSimple Cloud users had the chance to have their specific feature questions answered directly from the SmartSimple staff.

In this session, we discussed the following features:

- Notification Broadcast
- System
Variables
- Impact Maps
- Security Matrix

Presenters:
Steven Imbaquingo, Platform Solutions Manager
Garrett Alford, Platform Solutions Manager

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Ask The Expert

Ask The Expert Session 2: Notification Broadcast, System Variables, Impact Maps, Security Matrix

In the April “Ask the Expert” session, SmartSimple Cloud users had the chance to have their specific feature questions answered directly from the SmartSimple staff.

In this session, we discussed the following features:

- Notification Broadcast
- System
Variables
- Impact Maps
- Security Matrix

Presenters:
Steven Imbaquingo, Platform Solutions Manager
Garrett Alford, Platform Solutions Manager

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SmartSimple ACCELERATE

ACCELERATE: March 2021 - Session 1

In our first ACCELERATE, our new quarterly virtual event series, we shared updates on our latest developments and spotlighted some of SmartSimple Cloud's newest features, and hosted a Town Hall where attendees asked questions and shared feedback.

Presenters:

Eric Lauer, SVP of Platform Solutions, SmartSimple Software
Brendan Bradley, Managing Director EMEA, SmartSimple Software
Peter Famiglietti, Partner Development Manager, AWS

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SmartSimple ACCELERATE

ACCELERATE: March 2021 - Session 2

In our first ACCELERATE, our new quarterly virtual event series, we shared updates on our latest developments and spotlighted some of SmartSimple Cloud's newest features, and hosted a Town Hall where attendees asked questions and shared feedback.

Presenters:

Eric Lauer, SVP of Platform Solutions, SmartSimple Software
Dan Eardley, VP, US Operations team, SmartSimple Software
Peter Famiglietti, Partner Development Manager, AWS

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March 2021 Upgrade Overview

In this Q&A style webinar designed specifically for our SmartSimple users and system administrators, it gave the opportunity to speak directly to our UI Lead, Mark Bridger. Attendees got a summary on how our most recent developments will improved their SmartSimple experience.

Presenter:
Mark Bridger, SmartSimple Software, UI Lead

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Ask The Expert

Ask The Expert Session 1: Media Library, Note Types, Smartcards, Versioning

“Ask the Expert” session, SmartSimple Cloud users had the chance to have their specific feature questions answered directly from the SmartSimple staff.

In this session, we discussed the following features:

- Media Library
- Note Types
- Smartcards
- Versioning

Presenters:
Sharon Courtney, SmartSimple Software, Platform Solutions Manager

Garett Alford, SmartSimple Software, Platform Solutions Manager

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Fireside Chat: Leveraging DocuSign within SmartSimple's Platform3 for Faster Approvals & Collaboration

Fireside Chat: Leveraging DocuSign within SmartSimple Cloud for Faster Approvals & Collaboration

When COVID-19 caused lockdowns globally, organizations with a paper-based approval process faced significant business continuity challenges. As we enter 2021 with still a great deal of uncertainty, there's never been a better time to digitize and accelerate your agreement process. With DocuSign's SmartSimple Marketplace integration, you can automate your agreement workflows to reduce manual and redundant data entry, eliminate errors, and increase speed to completion.

In this fireside chat discussion, you'll learn about the benefits of integrating DocuSign within your SmartSimple Cloud, as well as how The Reinvestment Fund has successfully leveraged the integration within their processes. You'll also see a demo of the DocuSign integration in action. Q&A follows the discussion.

Panelists:
Dan Eardley, SmartSimple Software, Senior Platform Solutions Manager
Jacky Hayes, DocuSign, Senior Manager Business Development, Legal
Andrew Crerand, The Reinvestment Fund, Systems Administrator, Information Technology & Services

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Ask The Expert Session 2: Media Library, Note Types, Smartcards, Versioning

“Ask the Expert” session, SmartSimple Cloud users had the chance to have their specific feature questions answered directly from the SmartSimple staff.

In this session, we discussed the following features:

- Media Library
- Note Types
- Smartcards
- Versioning

Presenters:
Sharon Courtney, SmartSimple Software, Platform Solutions Manager
Garett Alford, SmartSimple Software, Platform Solutions Manager

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Ask the Expert Hubspot

Ask the Expert: SmartSimple Cloud Features

In our first virtual “Ask the Expert” session, SmartSimple Cloud users had the chance to have their specific feature questions answered directly from the SmartSimple staff.

In this session, we discussed the following features:

- Emulation Mode
- E-Signature
- Chart Colors
- Quick Edit

Presenter:
Eric Lauer, SmartSimple Software, Director of Customer Experience

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SmartSimple ELEVATE 2020 Session

What’s Up With SDGs? Effectively Managing Your CSR Contributions With Goal Tracking

Community engagement has always been part of Grundfos’ DNA, the world’s largest pump manufacturer based in Denmark. In an effort to track the progress of their mission of solving the world’s water issues through the UN Sustainable Development Goals (SDGs), Grundfos launched their own community engagement portal on SmartSimple Cloud integrated with the UN SDGs. This portal was created to inspire more action from their stakeholders, and share success stories from their global community.

Jesper Richter Rasmussen from Grundfos and Dan Eardley from SmartSimple discusses the underlying situations that led to this decision and how the vision for integrating SDG goals directly into the CSR solution was actualized.

Presenters:
Jesper Richter Rasmussen, Grundfos, Senior Sustainability Consultant
Dan Eardley, SmartSimple Software, Platform Solutions Manager

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The ‘New Normal’ of Employee Giving, Volunteering, and Engagement

Workplace giving and volunteering programs are designed to bring a workforce together, especially when staff is physically apart. And while the expectation for workplace giving and volunteering is increasing, how organizations develop and sustain those programs has had to change in myriad ways during COVID-19. America’s Charities President and CEO Jim Starr gives an insider’s tour of the innovative ways companies are evolving their programs, the true challenges nonprofits are facing, and a host of specific ideas and tips to evolve and expand your giving, engagement, and CSR programs, new or existing.

Presenters:
Jim Starr, America’s Charities, President & CEO
Norma Gutierrez, Southwest Gas, Manager, Public Affairs
Lisa Notaro, St. Mary's Food Bank Alliance, Chief Development & Communications Officer
Dan Eardley, SmartSimple Software, Platform Solutions Manager

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The ABC’s of APIs: A Non-Technical Walkthrough

Imagining your system as a series of structures made from Lego blocks, Application Programming Interfaces (APIs) help fuse them into a shape in ways that are not common for what you need in your specific processes. In this session, Malcolm Klotz from Re-Solved gives a non-technical breakdown of what APIs are and how they can take your system to the next level. He will showcase unique and innovative use cases of new functionality created via SmartSimple Cloud's SmartConnect API.

Presenter:
Malcolm Klotz, Re-Solved, Founder

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Pushing the Envelope: Maximizing Your Platform Features Through Long-Term Migration

After nearly 20 years of using in-house developed tools, “la Caixa”, a 115-year-old Barcelona-based foundation, realized that their legacy software just could not keep up with their ever-growing requirements. What was the next step? Would there be a market solution that could handle bottom-up built budgets or complex review processes with up to 4 stages? In this presentation, you will hear three unique perspectives, from both Carla Carbonell Cortés and Victor de la Fuente of “la Caixa” and Gosia Grzyb of SmartSimple, on the successes of each part of their journey and new features you could use in your SmartSimple Cloud configuration. You will also get a glimpse at their 3-year roadmap for scaling up and centralizing all their programs into one system.

Presenters:
Carla Carbonell Cortés, “la Caixa” Foundation, Corporate Management of Scientific Research
Victor de la Fuente, “la Caixa” Foundation
Gosia Grzyb, SmartSimple Software, EMEA Implementation Team Lead

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Stepping up with CARE: Quickly Responding to Community Needs During A Crisis

The need for effective emergency relief funding to COVID-19 impacted communities, organizations, and businesses is important, yet nonprofits need to set up these funding programs quickly which can seem like a daunting task. Learn how the New Hampshire Charitable Foundation (NHCF) and its partners rose to the occasion to deliver $60M of the Federal CARES Act funds to nonprofits across the state. In this session, learn how, in less than 2 months’ time, NHCF leveraged SmartSimple Cloud to develop, launch, and evaluate over 600 applications for the NH Nonprofit Emergency Relief Fund. You will also see how they did this in collaboration with the Community Development Finance Authority and the Governor’s Office of Emergency Relief & Recovery.

Presenter:
Hilary Miskoe, New Hampshire Charitable Foundation, Student Aid Manager

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Leveling Up: Improving Your Processes Through Advanced Features and Modules

Sometimes the difficult part of scaling your system is reactively implementing features and modules when you urgently need them. With a myriad of SmartSimple Cloud features at your fingertips, we want to help you get a sense of how to improve the way you work so you can build out your system ahead of any upcoming challenges. In this session, Montana Healthcare Foundation and The Innovation Network share their planning and implementation process for developing configured solutions and examples of how system improvements can increase your productivity.

Presenters:
Kenny Lew, The Innovation Network, CEO
BaLeigh Harper, Montana Healthcare Foundation, Grant Systems Manager

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Virtual Fireside Chat: The Importance of IT Within Your Organization

With many of us working remotely these days, the role of technology has become an even more critical factor in securing the current and future resilience of your processes. How can you ensure your systems are prepared for any challenges that come up? Who should be at the table of your organization’s tech-related strategy and decision-making? In this Virtual Fireside Chat with Ann Puckett from Grand Rapid Community Foundation and Charles Boname from Vancouver Foundation, we discuss the evolving role of IT within foundations and the role of cloud-based solutions in the ‘new normal.’

Presenters:
Ann Puckett, Grand Rapids Community Foundation, IT Manager
Charles Boname, Vancouver Foundation, Director of IT

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The Trends of Research Funding and How to Effectively Automate Your Review Processes

With the increase of advanced and complex forms of collaborative research comes with more nuanced challenges of research funding. How can your system solve issues like the risk of double-funding, unconscious biases in reviews, and conflict of interest checks? In this session, Kate Ryan from Re-Solved discusses the current and future trends happening in research and research funding, and how to set up automated processes within your system to provide opportunities for application reviewers to accurately review and perform detailed diligence checks to maximize your funding impact. There will be highlights from two research funding foundation use cases.

Presenter:
Kate Ryan PhD, Cloud Specialist, Re-Solved

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Maximizing Value: Using Automation to Assess and Compare Funding Proposals for Housing and Homeless

Shelter, Support, and Housing Administration (SSHA) is a division of the City of Toronto. SSHA administers a range of social and affordable housing programs, emergency shelter services, and support services for people who are homeless or at risk of homelessness. SSHA launched its SmartSimple Cloud system in January 2020 to manage over $60 million of grants for housing and homelessness support services, distributed to more than 100 non-profit organizations that deliver over 250 projects every year. With funding available for a wide range of services delivering an equally wide variety of outcomes, SSHA decided to use the SmartSimple platform to create an automated assessment tool to compare the value of disparate services proposed in funding applications. Now, SSHA is able to identify priority service areas and target populations, and SmartSimple technology calculates a "cost per unit of service" that can be ranked and compared objectively. Learn about how the idea of increasing comparability to make better funding decisions was operationalized, and the lessons learned from transitioning to automated application assessment.

Presenters:
Hillary Keirstead, City of Toronto, Housing Consultant for Housing Stability Services
Katelyn Davis, Re-Solved, Architecture Manager

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Systems Change Management: How to Ensure Your System Keeps Adding Value

You've made it through implementation, but how can you ensure the system continues to meet your needs long-term? In this presentation, we'll look at what to expect once you implement a system and how to manage it as technology, your organization, and our world changes. In this session with Lisa Nespeca of ChangeVantage Consulting, and Dan Eardley of SmartSimple, they will look at what to expect once you implement a system and how to manage it as needs change.

Presenters:
Lisa M Nespeca, ChangeVantage Consulting, Owner
Dan Eardley, SmartSimple Software, Senior Platform Solutions Manager

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