How AG2R La Mondiale Foundation saves time with Optimy
AG2R La Mondiale Foundation
Founded in 2004, the AG2R La Mondiale Foundation operates in the public interest alongside civil and associative action. Its main areas of focus — autonomy and solidarity — are organized around four axes: supporting youth education from an early age, youth autonomy, autonomy through health (a new axis launched in 2021), and autonomy through work. Each year, the Foundation finances projects linked to general interest that match its values — all managed by a small team with significant responsibilities.
country: France | founded: 2004
A small team managing complex calls for projects — with manual tools
The Foundation's team is small relative to the volume of calls for projects they manage. Before Optimy, the team was relying heavily on Excel and manual processes — which led to data loss, time drain, and growing frustration across the team.
- Manual Excel processes prone to data loss and errors — increasing team frustration
- Too much time spent on admin tasks, leaving less bandwidth for strategic work | No tool on the market that met the Foundation's specific needs — homemade tools were too rigid
- Need for a customizable dashboard, form flexibility, and a tool the team could use independently
The most complete, intuitive, and flexible tool on the market
After an unsuccessful search for existing solutions, the AG2R La Mondiale Foundation discovered Optimy as the most complete and easy-to-use option — combining technological capability with dedicated human support from an Account Executive.
- Real-time centralized dashboard: Updated automatically — giving the entire team instant visibility on all active projects and their status.
- Customizable application forms: Forms adapted to each call for projects, ensuring the right data is collected consistently across all submissions.
- Human + technological support: Dedicated account management alongside platform flexibility — allowing the Foundation to add features as its projects evolve.
Less admin, more impact — across four strategic axes
Since adopting Optimy, the AG2R La Mondiale Foundation has significantly reduced time spent on administrative work during its call for projects process. The team can now focus on evaluating projects and improving the Foundation's processes through its internal evaluation system.
Founded in 2004
Over 20 years of social impact in France
4 strategic axes
Education, youth, health, and work autonomy
Real-time dashboard
All project status visible to the full team instantly
Less admin burden
Team freed for meaningful evaluation and relationship work
The tool is easy to set up!
Deputy General Secretary — AG2R La Mondiale Foundation
A small foundation team now manages complex, multi-axis calls for projects with a real-time dashboard, customizable forms, and dedicated support — spending less time on admin and more on impact.
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