WHO WE HELP

Saving time and making things easier for the AG2R La Mondiale Foundation

Calls for projects require many tasks and responsibilities. One could imagine that the AG2R La Mondiale Foundation team is made up of many members, that are active in this sector… But unfortunately, this is not the case. The team is relatively small and coordinating the projects implies a lot of tasks, time, and effort. That's mostly why the Foundation decided to turn to a flexible and efficient all-in-one tool to automate and facilitate its call for projects process.

The tool is easy to set up!

Donata Moriggi
Deputy General Secretary
The foundation

A few words about AG2R La Mondiale Foundation

The AG2R La Mondiale Foundation was founded in 2004. It is active in the field of the general interest in addition to public and associative action. Its main fields of action - autonomy and solidarity, - are focused on 4 different axes: education to promote the success of young people from an early age, the autonomy of young people, autonomy through health (this being a new axis initiated via calls for projects since 2021), and autonomy through work. Each year, the Foundation finances projects linked to general interests, and that match its values.

Calls for projects require many tasks and responsibilities. One could imagine that the AG2R La Mondiale Foundation team is made up of many members, that are active in this sector… But unfortunately, this is not the case. The team is relatively small and coordinating the projects implies a lot of tasks, time, and effort. That's mostly why the Foundation decided to turn to a flexible and efficient all-in-one tool to automate and facilitate its call for projects process.

THE CONTEXT

The challenges: Autonomy, Automation, and Saving time

The Foundation's objectives are set by the Board of Directors. Along with these goals, the team has also set up an evaluation system for the Foundation. Thanks to these evaluations, the Foundation constantly improves its processes.

Manual work has its limitations: things like forgetting data or losing information can happen in Excel, very easily. All these situations tend to increase frustrations and have a huge impact on productivity.
Having so many tasks also implies that the team was spending too much time on administrative jobs: calls for projects is a domain requiring many elements to be taken care of. Using manual processes is tedious. They then wanted to make sure that the time they had was allocated to other more meaningful tasks
Features to facilitate certain steps in the process, such as a personalized dashboard, a form that can be customized, and an easy-to-use platform, for example.
uSING OPTIMY

Technological AND Human supports

Back then, before discovering Optimy, the AG2R La Mondiale Foundation felt that there was nothing on the market that could suit their internal needs. Homemade tools were too tedious and no other system was offering the expected flexibility and the possibility to facilitate and automate their process. That's when they discovered Optimy as the most complete, intuitive, and an easy-to-use complementary tool allowing them to reach their ambitions and goals.

Among the many features offered by Optimy, the centralized dashboard, updated in real-time, is a real asset. Plus, the AG2R La Mondiale Foundation likes the support and personalization offered by Optimy: both the technological tool offering them the possibility to add other features as their projects evolve but also the human support of their Account Executive.

Discover the AG2R La Mondiale Foundation to find out more about its projects and those to come and not miss anything about their inspiring activities.

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