GHSA annual meeting 2023
August 12-16, 2023 | Conference Exhibitor
SmartSimple and partners from across the country at the Governors Highway Safety Association in New York (USA) on August 2023. Helping to redefine the possibilities in traffic safety.
July 2023 Upgrade
Platform Upgrade
Our SmartSimple Cloud July upgrade included several exciting improvements, from SmartSimple Cloud +AI's interactive mode to temporary user emulation.
SmartSimple Connect, London
Tuesday, June 13th | SmartSimple Client Meet Up
Block Parties are making a comeback under the new name SmartSimple Connect! It's a chance for SmartSimple users in the same region to come together, mingle, and build stronger connections. These events promote community spirit, where knowledge, experiences, and support are shared. We're looking forward to hosting many more SmartSimple Connect in the near future.
Unite 2023
May 25th-26th | SmartSimple Community Conference
Our community conference that united industry leaders, experts, and passionate professionals from around the world. This immersive event ignited inspiration, provided valuable education, and fostered collaboration.
PEAK2023
May 8th-10th | Conference | Baltimore, USA
SmartSimple attended the PEAK 2023 conference. This event is the largest gathering in the grants management industry and we were there to demonstrate our commitment to innovation and excellence in the field. Attending the conference gave us the opportunity to connect with existing clients, network with potential prospects, and gain valuable insight into the latest industry trends.
Unleashing your potential with SmartSimple Cloud’s AI-enriched workflows
Wednesday, April 19th at 11 AM ET / 4 PM GMT+1 | Webinar
Join us for a second informative webinar, where we will discuss the SmartSimple Cloud +AI product. Our Platform Solutions experts will share insights on how this product can enhance your organizational process and enrich your operational data with AI in the context of your work. You will have the opportunity to ask questions directly to our experts before, during, and after the webinar.
Unleashing your potential with SmartSimple Cloud’s AI-enriched workflows
Wednesday, March 29th at 11 AM ET | 4 PM GMT+1 | Webinar
Join our Co-Founder & CEO, Eric Lauer, and Director, Platform Solutions, Greg Stanley, as they share insights on how SmartSimple Cloud +AI can enhance your organizational processes and enrich your operational data with AI in the context of your work.
March 2023 Upgrade
Webinar Recording
Our SmartSimple Cloud March upgrade included several exciting improvements, from multi-factor authentication enhancements to the ability to batch update user roles and organization categories.
Transfiere 2023
February 15-17 | Conference | Málaga, Spain
In February, our Spanish team will be returning to exhibit our Government Funding and Research & Innovation Management solutions. Transfiere has become an unmissable event for Ecosystem Agents where they can establish new B2B contacts, network, find new partners, establish strategic alliances and synergies. They can also publicise new products, services, and innovative projects.
Holiday Recharge Week
December 23, 2022 - January 3, 2023
We're happy to bring back SmartSimple Holiday Recharge Week for our employees this holiday season. From December 23 - January 3, SmartSimple will be closing most day-to-day operations. It’s an opportunity for our team to spend time with family and catch up on some much-needed rest.
November 2022 Upgrade
Webinar Recording
Our SmartSimple Cloud upgrade contains several exciting improvements, from enhancements to multi-factor authentication (MFA) to adding the ability to tag a role as exclusively external. Watch this video to learn more about it.
TAG 2022
November 14-17, 2022 | Conference Sponsor
Technology Association of Grantmakers (TAG) 2022 will explore pragmatic ideas to meet the needs of a changing landscape among data knowledge, technology and security and culture and leadership, join us there.
CMF 50th Annual Conference
November 14-16, 2022 | Conference Sponsor
Taking place in Grand Rapids, Michigan, the Council of Michigan Foundations' three-day event is packed with unique, engaging experiences. Apart from a rich, diverse main stage lineup, there’s also a networking hub, arts and culture experiences as well as an exhibition hall.
Dan Eardley and John Byrne are very excited to present our SmartSimple Grants Management solution in person. Stop by and say hi!
Association of Charitable Foundations (ACF) Annual Conference 2022
November 15, 2022 | Conference Sponsor
SmartSimple will be exhibiting at the UK’s biggest trust and foundation event of the year this November. The conference is an unbeatable opportunity for leaders and future leaders, from foundations small and large, to connect and be inspired. Hear from thought-provoking speakers as we consider what effective, ambitious, and courageous leadership in our communities could look like over the next decade.
November 2022 Upgrade Overview
Monday, November 7 | 2 PM ET | 11 AM PDT| 7 PM GMT+1 | Webinar
Tuesday, November 8 | 10AM ET | 7 AM PDT | 3 PM GMT +1 | Webinar
This Q&A style webinar is designed specifically for you, our SmartSimple users and system administrators. Take advantage of this opportunity to speak directly to Mark Bridger, Design Team Lead and Ann Vincent, UX Writer & Designer and get a summary on how our most recent developments will improve your SmartSimple experience.
Ask the Expert: System Security Summary and System Performance Summary
Tuesday, October 25 | 10:00 AM ET | 3:00 PM GMT+1 | Webinar
Wednesday, October 26 | 2 PM ET | 7 PM GMT+1 | Webinar
In this webinar, our Platform Solutions team will review two tools that will help you keep an eye on the health of your system; System Performance Summaries and Security Performance Summaries. Together, they can help you identify areas of your configuration that may need attention.
SmartSimple Unite - EMEA Conference 2022
October 13-14, 2022 | SmartSimple Hosted Community Conference
Our SmartSimple Unite 2022 conference will be an opportunity to come together and work in partnership with other SmartSimple clients across Europe, the Middle East, Africa and Asia. This event is exclusively for SmartSimple clients.
Ask the Expert: Incorporating Notes, Statuses and Annotation Mode
Tuesday, September 20th | 10:30 AM ET | 3:30 PM GMT+1 | Webinar
Wednesday, September 21st | 2:00 PM ET | 7:00 PM GMT+1 | Webinar
Have you ever wanted to request more detail from your grantees, without impacting the rest of the application? To be able to add comments or context to a decision, or track the progress of an application towards its approval? Members of our Platform Solutions team will be walking you through three features: notes, statuses and annotation mode that allow you to do all these things and more. Join us for a live demo followed by Q & A. We hope to see you there!
GHSA 2022 Annual Meeting
September 17-21, 2022 | Conference Sponsor
Join us and partners from across the country at the Governors Highway Safety Association in Louisville, KY (USA) this September as we help redefine the possibilities in traffic safety.
Ask the Expert: Maximizing your Custom Fields Webinar
Tuesday, August 16, 11:00 AM ET | 8:00 AM PDT | 4:00 PM GMT+1
Thursday, August 18, 2:00 PM ET | 11:00 AM PDT | 7:00 PM GMT+1
Want to take your custom fields to new heights? In this webinar, members of our Platform Solutions team will showcase how to leverage some of SmartSimple Cloud's custom field types even further to expand your organizations capabilities. This will include a live demonstration of how to set up these features. We hope to see you there!
July 2022 Upgrade Overview Webinar
Tuesday, July 19 | 10 AM ET | 7 AM PDT | 3 PM GMT+1
Wednesday, July 20 | 2 PM ET | 11 AM PDT | 7 PM GMT+1
This Q&A style webinar is designed specifically for you, our SmartSimple users and system administrators. Take advantage of this opportunity to speak directly to Mark , Design Team Lead and Ann , UX Writer & Designer and get a summary on how our most recent developments will improve your SmartSimple experience.
July 2022 Upgrade Unpacked
Thursday, July 21| 11:30 AM ET | 8:30 AM PDT | 4:30 PM GMT+1
For this webinar, we will be taking a deeper dive on some of the most impactful features from this month’s upgrade. Take advantage of this opportunity to speak directly to members of our Platform Solutions Team as they go behind the scenes, tell you why these features were created and reveal its business applications.
By registering, you accept and acknowledge that your data will be processed in accordance with SmartSimple's Privacy Policy (www.smartsimple.com/privacy).
Ask the Expert: Disbursement & Payment Forecasting Reports in SmartSimple Cloud
June 14 & 16, 2022 | Webinar
10 AM ET | 7 AM PT | 3 PM GMT+1
Tired of having to look through multiple reports to see where your organization's money is going? Long term organizational planning causing additional administrative stress?
In this webinar, members of our Platform Solutions Team walked you through two different styles of reports: disbursement reports and payment forecast reports. Disbursement reports within SmartSimple Cloud shows the allocations of payments broken down by various budgets and funds. Learn how to expand your reporting capabilities and save time while planning your organization's funds. There was a live Q&A at the end to ask questions.
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Ask the Expert: Creating a Reminder Email for Reports
May 10, 2022 | Webinar
11:30 AM ET | 8:30 AM PT | 4:30 GMT+1
In this webinar, members of our Platform Solutions team will be outlining the process for creating a reminder email for reports, a great workflow task to employ. There will be a live Q&A at the end to ask your questions. We hope to see you there!
Our Best Little-Known Features
April 7, 2022 | Webinar
1 PM ET | 10 AM PT | 5 PM GMT
So, you think you know SmartSimple? Members of the Platform Solutions team walked through some of our great features that many of you might not know about yet. They looked at visualization in the system, files, and list views to help clients get the most out of their platform. There was a live Q&A at the end to ask questions.
Impact Genome
April 6, 2022 | Webinar
2 PM ET | 11 AM PT | 6 PM GMT
We are the first Grants Management solution to integrate the Impact Genome, a universal nonprofit impact registry. By leveraging a centralized repository, it will allow funders to access impact data on millions of nonprofits and will reduce admin burden for all involved.
PEAK2022 Grantmaking
March 21-25 2022 | Conference | Virtual Event
We were Premiere PEAK Sponsor for the weeklong virtual conference, full of thought-provoking keynotes, interactive peer dialogues, skill-building breakouts, and networking.
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March Upgrade: Overview Session
March 15/16 2022 | Webinar
Tuesday, March 15
10 AM ET | 7 AM PT | 3 PM GMT
Wednesday, March 16
2 PM ET | 11 AM PT | 7 PM GMT
Our March upgrade is just around the corner and we have plenty of exciting enhancements and releases to share. Get the full scoop by joining us at one of our two March 2022 Upgrade Overview Sessions.
February Ask the Expert: Security 101
February 22/23 2022 | Webinar
Tuesday, February 22
10 AM ET | 7 AM PT | 3 PM GMT
Wednesday, February 23
2 PM ET | 11 AM PT | 7 PM GMT
This month we will be discussing security, focusing on our Security Matrix and System Security Summary. Hosted by Sharon Courtney, Morgen Liik, and Eric Lauer, from our Platform Solutions Team.
Transfiere 2022
February 16-17, 2022 | Conference | Málaga, Spain
Exhibiting our Government Funding and Research & Innovation Management solutions. This is the 11th European Meeting on Science, Technology and Innovation and had a focus on boosting innovation.
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
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
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
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.
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.
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.
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
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
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
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.
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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 reSolved 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, reSolved, Founder
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
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
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
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
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 reSolved 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, reSolved
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, reSolved, Architecture Manager
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
Ask the Expert: Common Workflow Tasks for the Awarded Status
May 12, 2022 | Webinar
11:30 AM ET | 8:30 AM PT | 4:30 GMT+1
Preparing for awards season at your organization and don't know where to start? In this webinar, members of our Platform Solutions team will be walking you through some of the common workflow tasks for the 'awarded' status. Learn how to maximize your workflow capabilities as you enter one of the critical stages of your granting cycle. There will be a live Q&A at the end to ask your questions.
