What’s Up With SDGs? Effectively Managing Your CSR Contributions With Goal Tracking
Tuesday, October 27 at 10:00 - 10:45 AM EDT | 7:00 - 7:45 AM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
Community engagement has always been part of the 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 Platform3 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 will discuss the underlying situations that led to this decision and how the vision for integrating SDG goals directly into the CSR solution was actualized.
Following the presentation, the presenters will be available for Q&A.
Presenters:
Jesper Richter Rasmussen, Grundfos, Senior Sustainability Consultant
Dan Eardley, SmartSimple Software, Platform Solutions Manager
The Trends of Research Funding & How to Effectively Automate Your Review Processes
Tuesday, October 27 at 11:00 - 11:45 AM EDT | 8:00 - 8:45 AM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
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 PhD from Gen3 will discuss 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.
This session will cover:
- Integrations with PubMed and ORCID for setting up more detailed profiles
- Automating due diligence checks
- Managing budgets with greater ease
Following the discussion, we’ll have a Q&A period with the presenter.
Presenter:
Kate Ryan PhD, Gen3, Cloud Specialist
Virtual Fireside Chat: The Importance of IT Within Your Organization
Tuesday, October 27 at 3:00 - 3:45 PM EDT | 12:00 - 12:45 PM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
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 will be discussing the evolving role of IT within foundations and the role of cloud-based solutions in the ‘new normal.’
Following the presentation, the panelists will be available for Q&A.
Panelists:
Ann Puckett, Grand Rapids Community Foundation, IT Manager
Charles Boname, Vancouver Foundation, Director of IT
Maximizing Value: Using Automation to Assess and Compare Funding Proposals for Housing and Homeless Services
Wednesday, October 28 at 1:00 - 1:45 PM EDT | 10:00 - 10:45 AM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
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 their Platform3 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.
Following the discussion, we will have a Q&A period with the presenters, so invite the rest of your team and bring your questions.
Presenters:
Hillary Keirstead, City of Toronto, Housing Consultant for Housing Stability Services
Katelyn Davis, Gen3, Architecture Manager
Leveling Up: Improving Your Processes Through Advanced Features & Modules
Wednesday, October 28 at 2:00 - 2:45 PM EDT | 11:00 - 11:45 AM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
Sometimes the difficult part of scaling your system is reactively implementing features and modules when you urgently need them. With a myriad of Platform3 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 will share their planning and implementation process for developing configured solutions and examples of how system improvements can increase your productivity.
The presenters will highlight and show the specific improvements, including:
- Automating event management
- Improving grant level budgeting and progress reporting
- Adding budget amendment capabilities
- Improving workflows and review processes
Presenters:
Kenny Lew, The Innovation Network, CEO
BaLeigh Harper, Montana Healthcare Foundation, Grant Systems Manager
Stepping up with CARE: Quickly Responding to Community Needs During A Crisis
Wednesday, October 28 at 3:00 - 3:45 PM EDT | 12:00 - 12:45 PM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
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, we will share how, in less than 2 months’ time, NHCF leveraged Platform3 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.
Following the presentation, the presenter will be available for Q&A.
Presenter:
Hilary Miskoe, New Hampshire Charitable Foundation, Student Aid Manager
Pushing the Envelope: Maximizing Your Platform Features Through Long-Term Migration
Thursday, October 29 at 9:00 - 9:45 AM EDT | 6:00 - 6:45 AM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
After nearly 20 years of using in-house developed tools, “la Caixa”, a 115-year-old prominent Barcelona-based foundation with wide-reaching, diverse grantmaking programs, 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 Platform3 configuration. You will also get a glimpse at their 3-year roadmap for scaling up and centralizing all their programs into one system.
Following the presentation, we’ll have a Q&A period with the presenters.
Presenters:
Carla Carbonell Cortés, “la Caixa” Foundation, Corporate Management of Scientific Research
Victor de la Fuente, “la Caixa” Foundation, External Business Consultant
Gosia Grzyb, SmartSimple Software, EMEA Implementation Team Lead
The ABCs of APIs: A Non-Technical Walkthrough
Thursday, October 29 at 10:00 - 10:45 AM EDT | 7:00 - 7:45 AM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
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 Gen3 will give 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 Platform3’s SmartConnect API.
Malcolm will cover the benefits from APIs, including:
- Drag and drop functionality for ranking and sorting application reviews
- Multi-site budgeting tools to track contractors and general expenses, geared especially for research audiences
- Payment scheduling tools that can be contingent on report conditions being met
Following the discussion, we will have a Q&A period with the presenter.
Presenter:
Malcolm Klotz, Gen3, Founder
Systems Change Management: How to Ensure Your System Keeps Adding Value
Thursday, October 29 at 2:00 - 2:45 PM EDT | 10:00 - 10:45 AM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
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.
In this session, the presenters will discuss how to:
- Understand change drivers
- Manage change requests
- Respond to significant change
Following the discussion, we will have a Q&A period with the presenters.
Presenters:
Lisa M Nespeca, ChangeVantage Consulting, Owner
Dan Eardley, SmartSimple Software, Senior Platform Solutions Manager
The ‘New Normal’ of Employee Giving, Volunteering, and Engagement
Thursday, October 29 at 3:00 - 3:45 PM EDT | 12:00 - 12:45 PM PDT
This is a session part of our Virtual ELEVATE 2020 agenda that we're offering to the general public. You're welcome to register via Zoom using the link below.
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 will give 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.
In this session, you will learn specific examples of how organizations are:
- Transitioning formerly in-person volunteering programs to an entirely virtual environment
- Using their giving programs to build and reinforce corporate culture, while keeping staff physically apart
- Turning their CSR efforts inward by expanding their giving programs to support their employee hardship relief initiatives
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
November 2020 Upgrade Overview (Tuesday)
Tuesday, November 17 at 10:00 – 11:00 AM EST | 3:00 - 4:00 PM GMT
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 our UI Lead, Mark Bridger and get a summary on how our most recent developments will improve your SmartSimple experience.
Presenter:
Mark Bridger, SmartSimple Software, UI Lead
November 2020 Upgrade Overview (Wednesday)
Wednesday, November 18 at 2:00 – 3:00 PM EST | 11:00 - 12:00 PM PST
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 our UI Lead, Mark Bridger and get a summary on how our most recent developments will improve your SmartSimple experience.
Presenter:
Mark Bridger, SmartSimple Software, UI Lead
November 2020 Upgrade Unpacked
Thursday, November 19 at 11:00 – 11:30 AM EST | 4:00 - 4:30 PM GMT
For this webinar, we will be taking a deeper dive into 3-5 of the most impactful features from this month’s upgrade. Take advantage of this opportunity to speak directly to our Co-Founder and Director of Customer Experience, Eric Lauer as he goes behind the scenes, tells you why these features were created and reveal its business applications.
Presenter:
Eric Lauer, SmartSimple Software, Co-Founder & Director of Customer Experience
