How Fondation Groupe Primonial automated its processes with Optimy
The Primonial Group Fondation 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.
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A few words about Fondation Groupe Primonial
During the covid19 period, in May 2020, the Primonial Group Foundation, housed by the Fondation de France and in line with the Fondation Financière de l’Echiquier was developed.
The Foundation's goals is to promote the enhancement of an inclusive society and equal opportunities at all scales. This is why the Foundation supports various actions in the fields of education and social & professional integration. Given the current situation linked to the covid19 outbreak, their teams decided to adopt a health axis at the same time.
Headed by a strategic committee, several engagement committees, and a team of 5 people, the Foundation brings together 30 projects supported per year and more than € 25,000 to support various associations.
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.
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.
