How EDF Group Foundation manages impactful grants at scale with Optimy
EDF Group Foundation
The EDF Group Foundation is EDF's corporate foundation dedicated to corporate philanthropy, working in three areas in France and abroad: inclusion, education, and the environment — in favour of future generations and people in precarious situations. Operating with a 4-year mandate and an annual budget of €10 million, the Foundation has supported over 469 projects since 2016. Given the volume and complexity of grant requests, the Foundation needed a comprehensive tool to manage files reliably, track decisions, and rapidly deploy emergency responses when needed.
country: France (+ international) | annual budget: €10 million | projects since 2016: 469+
469+ projects — and no reliable system for file-by-file oversight
With a high volume of incoming grant requests across three strategic themes, the Foundation required simplified management of file follow-up and a complete, reliable database of projects — at every stage from received and refused to supported and in progress.
- Large number of requests requiring file-by-file management with full traceability
- Need for project managers to have individual views alongside a complete organizational overview
- Manual drafting of grant agreements, project sheets, and standard documents — time-intensive
- Crisis response capacity needed — ability to launch special funding calls on short notice
A complete grant management and document platform — with crisis-ready flexibility
Optimy became both the grant project management tool and the document management platform for the EDF Foundation. Automatic generation of pre-filled standard documents from project leader data transformed the drafting of project sheets and grant agreements.
- Dynamic grant dashboard: Each project manager sees all projects or only their own area — enabling both autonomy and team-wide oversight in real time.
- Automatic document generation: Pre-filled project sheets and grant agreements generated from applicant data — dramatically reducing manual drafting time.
- Rapid crisis deployment: In 2020, a special "Solidarity Fund" form was published online in days — with crisis-specific fields and regional/thematic dashboard views to manage the emergency response.
- Complete project database: A reliable, searchable record of all projects — received, refused, supported, and in progress — across all three Foundation themes.
Better decisions, faster documents, crisis-ready operations
The EDF Foundation now makes more informed and confident grant allocation decisions with Optimy — choosing between competing projects with full data visibility. The Solidarity Fund deployment during the 2020 health crisis demonstrated Optimy's ability to adapt rapidly to extraordinary circumstances.
469+ projects supported
Since 2016 across inclusion, education & environment
€10M Annual budget
Allocated across projects in France and abroad
Auto doc generation
Grant agreements & project sheets pre-filled from applicant data
Days crisis deployment
Solidarity Fund form live within days in 2020
Our goal is to allocate the annual allocation in the best possible way by making choices, sometimes difficult ones. And it is particularly in this task that Optimy is useful!
EDF Group Foundation
EDF Foundation manages 469+ grants across three themes with auto-generated documents, a dynamic dashboard, and rapid crisis deployment capability — all in one platform.
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