Panel Manager | Unite: Powered by Platform3

Streamline your meeting logistics to save time

Lessen administrative burden and manage simple or complex, multi-stage review processes with greater efficiency

Send automated emails to individuals and groups that are tailored to their specific role
Manually assign reviewers to review specific applications or bulk assign roles to users using the reviewer assignment grid
Share printable agendas that are auto generated from the meeting details entered into the Panel Manager module

Collaborate more effectively with reviewers and other stakeholders

Work more seamlessly and efficiently with stakeholders for a more coordinated review process

Pull applications for review directly from the Application Manager module into your created meeting
Generate thorough dockets or board books that can be compiled in PDF format and automatically emailed to committee or board members
Host virtual meetings using our Zoom integration or other video conferencing solutions so your participants can take part from wherever they are

Share key information easily and securely with your stakeholders

Keep your entire team organized by centralizing all key data and information

Securely share information like meeting information, tasks and applications for review with reviewers and committee members through unique, personalized portals
View aggregated meeting metrics by committee or panel including number of proposals or applications, as well as average, total and maximum fund requesting amounts
Share meeting results and aggregated review scores in clear, easy to read charts

“In the past, we would get out all [our] paper folders, and [the federal government]would have to come on-site and comb through all the records... Now, the federal agency can do the review from their regional office in Seattle since our new system is cloud-based.”

Debbie Johnson
Finance Director

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“Applications are organized to logically present information – rather than needing to flip back and forth between sections looking for relevant details – making it easier to evaluate each submission.”

Majella Maher
Programme Manager

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“The time we’ve saved since implementing Unite has been huge. Binders that took dozens of hours to create can now be produced in 30 seconds. We know exactly where each reviewer is with their assigned tasks... We can truly monitor the entire review process from start to finish.”

Marc Nielsen
Project Manager and Business Analyst Test Lead

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“Application reviewers are happier now since they have all the information they need in one place.”

Farzad Zohouri
Director of Information Systems

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“Organizations submit their reports to their board members for approval through SmartSimple Unite, and we’ve eliminated the need for physical signatures. With the ability to create workflows to automatically send out reports to grantees, reporting is already set up to be entirely managed through the system...”

London, Canada

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Manage all your grantmaking and government processes on one platform

Unite is a single solution for supporting all your grant funding administration needs. Different modules can be added and modified to augment Unite’s functionality, enabling you to tailor Unite to suit your specific requirements. Beneath Unite sits Platform3, SmartSimple’s cloud-based automation and collaboration platform that provides the underlying infrastructure on which Unite is built on. Through Platform3, Unite inherits its robust functionality that enables it to address the unique aspects of your grants funding administration.

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