No more guesswork! We now have a complete overview of the funds we allocate per year and whether we are dealing appropriately with the money that we are receiving by tracking our KPIs.Read the case
"No more guesswork! We now have a complete overview of the funds we allocate per year and whether we are dealing appropriately with the money that we are receiving by tracking our KPIs."
The Swiss Re foundation is focused on sustainable development goals such as access to health and income opportunities, innovation for societal resilience, as well as natural hazard and climate risk management.
The Foundation is working with 1769 volunteers, has a commitment of CHF 6.95 million and counts some 18 new projects, just in 2019.
One arm of the Foundation runs the corporate volunteering activities, as well as programs that are across the whole company, like sharing business skills with charities and NGOs.The other, the strategy commitments provide funding for impactful, evidence-based, and sustainable projects and partners.
Independence: The Swiss Re Foundation team wanted a tool that they’d be able to use on their own.
Insightful reporting dashboards.
A reliable customer support: The Optimy support from their Customer Success executive is always excellent: in a very friendly way, she is very interactive, very responsive at all stages, and fully committed to her customer.
Optimy helped keeping track of all the projects that the Foundation is supporting and the information that is related to this project in an organized manner. It also helps the team keep relations with their grantees when they apply and when they report back.
Optimy helps keeping track with an efficient financial grant management, to have a view and an overview of:
They run yearly 3 calls for proposals and are envisaging to grow that. The flexibility that one can have through a tool is important, and it is great if there’s an expansion of that flexibility somehow.
They needed a single tool to do everything: