Modernize your grants management process

As Canada’s experts in grants management solutions, we help you create a better experience for new applicants, manage your grants more effectively, and improve overall program performance using a secure, reliable, and modern cloud platform.

Connect with us to qualify for our free 1-day workshop

Unparalleled grant management experience

Having worked with grants clients for decades, we can tailor the approach and solution to meet the unique needs of your organization.

End-to-end grant solutions using Dynamics 365

Proven frameworks on an integrated cloud platform to digitize your grant submission, review, awarding, and auditing processes.

Easy to get started with free 1-day workshop

Leveraging our 8A Grants Model to understand your grants management processes/challenges and discuss possible solutions.

Discover our 8A Grants Model

While every grant-making organization operates differently, it’s critical to create systems that support your unique grant processes. Our Grants Management Workshop uses our 8A Grants Model to systemize your grant process from end-to-end.

Authoring

In the authoring phase, you design the grant program, develop guidelines, and create plans for implementation. You’ll also want to determine reporting requirements and deadlines.

Design includes:

Develop program and setup
Forms, procedures, rules, checklist, application requirements

Next is the announcement of your grant program through advertising and other communications to potential applicants. You want to reach people who will match your guidelines and benefit the most from the grant.

Program includes:

Creation of promotional content
Publication of information for public consumption

Application Intake

Set up an online grant application process that collects only the information you need but also enables fast and efficient decision-making, making it easier on applicants and evaluators.

Application submission:

Intake of applications (self-assessment and full application)

Assessment

Applicant assessment is often the most time-consuming phase of the grant management lifecycle. It can be made easier by developing a detailed evaluation rubric that helps your team ensure consistency.

Evaluation includes:

Review and evaluation of submission

Approvals & Agreement

In this phase, applicants are informed about whether they are being awarded the grant. Your grant management system should make this simple by allowing you to decline applications in bulk with email templates.

Decision requires:

Approval process

Award & Manage

When awarding it’s important to ensure you stay within your organization’s budget. A funds tracking feature built into your system will help with this as you go through the management phase.

Claims and financial awards/payments:

Agreement negotiation and generation
Project monitoring and claims process

Analytics & Audit

Information about how grants are being used should be stored in your grant management system (for analysis and feedback). An auditing program can be developed to allow your organization to stay on top of how funds are being used.

Reporting includes:

Audit and performance review
Program evaluation
Monitoring and reporting

Achievement

As the grant program comes to a close, the information from your grant management system can be analyzed to assess the overall results and effectiveness, and to see where improvements can be made.

Close-out includes:

Closing process
Archiving, retention, and disposal

See it in action

Meet with our team to see if you qualify for our free one-day workshop.

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The Microsoft Dynamics 365 advantage

Follow the progress of your grants, from inception to close, with Microsoft Dynamics 365’s highly-customized, user-friendly software – tailored to your specific requirements by leveraging our 8A Grants Model.

By adopting a single streamlined solution, your team’s Grant Manager and Accountants will be empowered like never before, with automated reports and processes and direct oversight of all grants on one unified platform. Are you ready to transform the way you work?

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Who we work with

We worked with granting organizations, foundations, and government agencies to streamline the grant management process, ensuring grant managers and accountants can easily track, update, and manage all submitted applications throughout their grants management lifecycle.