Research Grant Management · Cardiology

How Fondation Cœur et Recherche advances cardiology research with Optimy

Medical Research Foundation
France | Grant Management
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About the client

Fondation Cœur et Recherche

Fondation Cœur et Recherche supports French clinical research in cardiology — acting as the bridge between medical research and the companies that fund it. The Foundation manages grant applications from research teams, evaluates them through a rigorous process, and channels funding to the most promising cardiology projects in France. As the volume and complexity of incoming requests grew, the Foundation needed a one-stop solution to centralize requests, manage the evaluation process efficiently, and track every project from application through to completion and reporting.

country: France | role: Bridge between research & funding
The challenge

Fragmented request management across a rigorous clinical research evaluation process

Managing grant applications for clinical cardiology research requires careful documentation, secure storage of sensitive research files, and a rigorous evaluation process — all of which were being handled in a fragmented, manual way before Optimy. The Foundation needed everything centralized in one place.

  • No single entry point for all incoming cardiology research grant requests
  • Complex documentation requirements — CVs, administrative agreements, budgets, project presentations
  • Multi-stage evaluation process with no unified dashboard to track project status
  • Need for a complete project lifecycle platform — from application to completion and reporting
The solution

One centralized platform — from application intake to final reporting

Optimy gave the Fondation Cœur et Recherche a fully centralized grant management system. All requests flow through a single entry point, with standardized tailor-made forms ensuring consistent data collection. Every document related to each project — from CVs to budgets to administrative agreements — is stored securely in one place and trackable from a single dashboard.

  • Single entry point for all requests: Every incoming grant application collected through one centralized channel — eliminating fragmented submission methods and ensuring no request is missed.
  • Comprehensive document management: CVs, administrative manager agreements, project owner presentations, budgets, and all supporting files stored securely and linked to each project record.
  • Single-dashboard project tracking: All projects followed from one dashboard — with real-time status visibility enabling the team to monitor every application at every stage of the evaluation process.
  • Full lifecycle management: From initial application through evaluation, grant decision, and final reporting — the complete cardiology research grant cycle managed in one integrated platform.
The results

Clinical cardiology research supported more efficiently — with full traceability

The Fondation Cœur et Recherche now manages all its cardiology research grants through one centralized platform, with every document, every evaluation stage, and every project status visible and accessible from a single dashboard. The Foundation can operate more efficiently — directing its focus to the research that matters most.

One entry point

All grant requests centralized through a single intake channel

Full document storage

CVs, budgets, agreements — all linked to each project record

Dashboard visibility

All projects tracked in real time from one central view

A to Z lifecycle

Application through completion and reporting in one platform

Fondation Cœur et Recherche
Client Snapshot
Type
Medical Research Foundation
Industry
Clinical Cardiology Research
Optimy use case
Research Grant Management
Testimonials

Optimy helped the Fondation Cœur et Recherche optimise their grant-making through the entire lifecycle of a project, from the application process to completion and reporting.

Fondation Cœur et Recherche Team

Fondation Cœur et Recherche

Optimy product used
Research Grant Management
Document Management
Project Dashboard
Key Outcome

Fondation Cœur et Recherche centralized all cardiology research grants in one platform — with a single entry point, full document storage, and dashboard visibility from application to final report.

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