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How Fondation Groupe LBP automated its processes with Optimy

The Fondation Groupe LBP used to work with manual tools that took them too much time. The team was eager to find a way to energize their processes, mostly the discovery and monitoring to find innovative activities to support.

We moved from manual work to digital with Optimy, which saves time for the whole team.
Clara Rigaud-Perut
Project Manager

A few words about Fondation Groupe LBP

The LBP AM Group Foundation aims to promote an inclusive society and equal opportunities at all levels. This is why the Foundation supports various initiatives in the fields of education, social and professional integration, and mental health. With 30 projects supported each year and a budget of over €25,000 allocated to a wide range of associations, the Primonial Group Foundation is committed to examining grant applications fairly, transparently, and efficiently.


The challenges: Boost the process while maintaining contact with the teams

The work of the Project Manager within the Foundation involves a scrupulous study of grant applications. These grant requests come from associations active in the fields supported by the Foundation.

Before Optimy, the internal process relied on the use of a manual tool and basic functionality offered by the Excel tool.
So far, the process was way too time-consuming. Thus the goal was to find a more dynamic way to manage and monitor everything. Automation seemed the perfect solution to allow the team to maximize their impact.
Because employee engagement is also key, it was essential to maintain contact and offer projects corresponding to each person's affinities while always being linked to activities in line with the values of the company.

Automated project analysis

Thanks to Optimy, the analysis of submitted projects is more efficient. The automation of the instruction process allows associations' information to automatically feed their identity card into the system. That way, the identity cards are automatically generated and this makes it easier for the whole team.  

Integrated messaging

The integrated messaging feature offers teams the ability to maintain contact with all stakeholders via a single tool and avoids them to face a lot of information scattered over several platforms and different tools.

Optimy Support and Custom Modules

Since Optimy offers customization and close support, the Primonial Foundation benefits from key support, making it possible to choose the features that truly meet their needs. The range of possibilities offered by Optimy allows the Primonial Group Foundation to feel confident and to be able to think about adding functionalities if the projects require it in the future, without fear of tedious and difficult implementation.

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