How Total Foundation automated its management processes with Optimy

1. Process automation

Given the number of projects funded each year, the workload linked to the production of agreements has been significantly reduced. Thanks to the workflows implemented in Optimy, the tool automatically alerts the team of all the tasks that they need to deal with for their partners’ follow-up and the management of all the projects: the team can manage their framework tasks from within the tool.

Daily tasks such as a payment to be made to a partner, a project follow-up committee to be organized, a partner to be contacted again because a project follow-up report has not been received within the agreed timetable. Optimy pilots many processes for the Total Foundation. The current operational management has been significantly improved.
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2. Data and reports management

Having a centralized database in which all the partners are listed, and all the data on the projects supported is stored also has many advantages:
- Sharing of information within the team.
- The ability to respond quickly to questions from the Group on our portfolio or the history of operations carried out with a partner.
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The data extraction module helps to analyze the characteristics of the portfolio on various criteria. Over time, they have progressively automated the production of many internal or external reports previously produced manually with significant time and productivity gains. For the past few years, they have also been using the Optimy tool to manage the partners’ calls.