1 The Client experience - better customer service

Simple online application process for applicants

• Guide new clients through your application process
• Step by step validation and sense checking of online forms
• Optional video clip guidance
• Allows clients to track progress of grant application
• Email alerts to required actions to clients
• Tracks questions and responses attached to each stage
• Stores all relevant supporting documents
• Manages archive of completed projects

2 The Grant Management Team’s comprehensive system - simple and consistent processes

Management of grants

• Full control for designated grant administrator/manager
• Permission access for project team, reviewers, partners and board
• Monitors new applications and progress of applications and claims
• Optional assignment of multiple funds for single grants or loans
• Allocates applications for review and approval to team members
• Email alerts to required actions to team members
• Customised programme rules set-up for your organisation
• Storage of complete set of documents and records attached to claims
• Ideal for job sharing, holiday cover etc

Monitoring, evaluation and reporting

GrantVisor allows the grant administrators and their boards to review all aspects of the funding process and report on the performance of clients, the application process and value for money indictors.

• Full reporting on progress against targets
• Helps manage cash flow projections
• Options for recording of client satisfaction
• Full reporting on all aspects of clients, applications and claims
• Management of complete archive of past and completed claims

Excellent Governance tools and full auditability

• Full audit trail of every application, related communications and all documents
• Ability to manage conflicts of interest

3 Partner Experience – straight to the point

Partners might be single time or infrequent users of the system and might include Board members, project reviewers, part-funders and financial managers. The system caters for these users in the following way:

• Home page displaying only tasks, reports or enquiry areas relevant to their role
• Simple intuitive task processes
• Ability to attach notes and comments and or seek clarification from project team

Click here to return to GrantVisor main page