How Swiss Re Foundation tracks grants effectively with Optimy
Swiss Re Foundation
The Swiss Re Foundation focuses on sustainable development goals including access to health and income opportunities, innovation for societal resilience, and natural hazard and climate risk management. In 2019 alone, the Foundation worked with 1,769 volunteers, committed CHF 6.95 million, and launched 18 new projects. One arm runs corporate volunteering and business skills sharing programmes across Swiss Re; the other makes strategic funding commitments for impactful, evidence-based, and sustainable projects — running three calls for proposals per year.
country: Switzerland | annual commitment: CHF 6.95M+ | volunteers: 1,769
No complete overview of funds, KPIs, or grant lifecycle
The Foundation needed a single tool that could handle every stage of the grant lifecycle independently, while giving the team full financial visibility and the flexibility to grow their calls for proposals programme.
- No consolidated view of annual fund allocations and whether money was being spent appropriately
- No single tool able to manage contracts, progress reports, KPIs, milestones, invoices, and closures
- Team wanted full independence — able to use and configure the tool without IT dependencies
- Need for flexibility to expand calls for proposals as the Foundation planned to grow
An independent, all-in-one platform for the full grant lifecycle
Optimy provided the Swiss Re Foundation with a flexible, self-managed tool that tracks all supported projects, manages grantee relations from application through reporting, and maintains complete financial oversight at all times.
- Complete fund tracking & KPI dashboard: Full visibility over annual budget allocation, fund flows, and whether money is being managed appropriately — eliminating guesswork entirely.
- End-to-end grant lifecycle management: Contract signing, progress reports, outcome indicator tracking, milestone management, invoice processing, and contract closure — all in one platform.
- Team independence: The Foundation team can configure, manage, and expand the platform without IT support — exactly the autonomy they required.
- Responsive customer success support: The Optimy Customer Success team described as always excellent — responsive, friendly, and fully committed throughout every stage.
No more guesswork — complete oversight of every franc
The Swiss Re Foundation now has a complete, real-time overview of all fund allocations and KPIs — with the confidence that their money is being managed appropriately. The team operates independently and is well positioned to expand their calls for proposals as the Foundation's ambitions grow.
CHF 6.95M committed
In a single year across projects and volunteering
1,769 volunteers
Engaged in corporate volunteering programmes
3/year calls for proposals
With plans to grow — enabled by platform flexibility
Zero guesswork
Complete KPI and fund tracking eliminates uncertainty
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.
Senior Portfolio Manager — Swiss Re Foundation
Swiss Re Foundation eliminated financial guesswork with complete fund tracking, KPI dashboards, and end-to-end grant lifecycle management — operated fully independently by the team.
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