A to Z grantmaking

Take your grants project to the next level

There are a lot of different profiles involved in a grants process. So why should we serve only one? At Optimy, we get close to your world and get to know your reality. Since the whole project management process involves different actors, it makes sense that we develop features and modular add-ons to match your needs. Grants actors, these are for you.

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optimy ebook

The Grants Management Workbook: everything you need to know for your grant project to run smoothly!

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Grants Manager

Keep track and manage your team

When dealing with a grant management project, you most certainly struggle with keeping track of everything that is going on around you. Yet, there are easy ways to make sure that the right knowledge is shared with the right people as soon as needed. Digitalization helps you build a clear complete picture of every step of the process and monitor progress on your social impact. That way, you can easily report at any time, learn from your projects and the causes you’ve engaged with to recalibrate your strategy and fund even more causes. Save time and empower the efficiency of your teams for all the small, repetitive, and manual tasks so that you can focus on what matters for the community.

Grants Administrator

Manage relevant applications

When facing the number of applications, you can feel overwhelmed. This is why you’re looking for a way to easily manage the incoming applications that fit the requirements of your grants project. If you can easily and quickly go through all these applications and gather the data in one single place, then it is way easier for you to process the paperwork and applications and follow the processes to make sure that the money is spent according to the terms. Since you’re not only dealing with one single project at a time, you need to be able to easily juggle all the details.

Grants Applicants

Applicants made easy

Applicants don’t need to wander indefinitely to find how to submit their application. Plus, once done, it would be the worst to be left in the dark: they need to be able to follow their status at any time. Building the process to make the bridge building applicants and the grantmaking team is the easiest thing ever thanks to Optimy. A form that can be filled in step by step, giving them the time to find the right documents, and that is easily accessible via a personal account is the dream.

Grants Reviewers

Reviewing by a scoring system

Optimy offers the opportunity for reviewers to log in their portal to check their assigned applications and start reviewing them, from one single tool. They don’t need to print out the applications or turn to their inbox emails: everything is available from the Optimy platform. The reviewing process is structured on criteria to ensure a homogeneous reviewing process. Once reviewed, no need to leave the tool: they can get in touch with the whole grants team.

What we offer

Why Optimy?

‍Optimy is one single platform

With new features added every year, we have reached a solution that offers our users the ability to manage everything within one single, easy to use platform.

Optimy offers reporting inside the tool

Using data and being able to report on your impact happens inside the Optimy tool.

Optimy offers integrations with other softwares and business applications

Optimy offers you the flexibility and independence to work with the existing solutions your company is using.

Optimy is user friendly

A complex tool cannot be very intuitive to learn. If you already have complex workflows, multilayer reviewing processes, integrating it with a complex tool can be problematic. Opposite of that, Optimy is accessible for less tech savvy users.