How Lexington Medical Center's Optimy Implementation enhance its Sponsorship and Grant Management

Challenge

Lexington Medical Center faced challenges in managing sponsorships and grants, which historically were handled through disparate methods such as Excel spreadsheets, emails, mail, and fax. This fragmented approach led to inefficiencies, data silos, and increased administrative burdens. Seeking a streamlined solution to aggregate and manage sponsorship and grant-related data, Thomas Tafel embarked on a search for a comprehensive platform.

Solution

In the quest for a solution, Thomas Tafel discovered Optimy. Recognizing the Medical Center's need to centralize data and simplify administrative processes, the Optimy team implemented their sponsorship form during the summer. Additionally, they are currently in the process of implementing the grant form, with plans for it to go live in the spring. This transition marks a significant shift from a historical reliance on manual and, for some tasks, even paper-based grant processes, to a cutting-edge digital one. 

Result

Lexington Medical Center anticipates significant improvements in the efficiency and effectiveness of their sponsorship and grant processes. The Optimy platform not only aggregates information but also provides valuable data on the backend, streamlining administrative tasks. The grant process, which historically supported 20 to 25 organizations annually, will now undergo a digital transformation, moving away from paper-based workflows.

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