COMMUNITY INVESTMENT MANAGEMENT

Budget management

Be in control of your allowances every steps of the way

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A grants manager after processing research grant applications efficiently using Optimy

Budget management feature

What is Optimy’s budget management feature?

How does it work?

Budget Management Implementation

Launching a new project? You need to decide on a budget and set it up for better project managemet? Easy to do with Optimy: here are the steps to keep track of your money at all time.

1. Create a budget
‍Make it simple or detailed depending on the type of project you’re launching (grant, sponsoring, corporate volunteering…). You can create categories and subcategories for granular budget management, set limits…

Keep track of the budget allocated to each project with a reference budget, choose if you want to track costs and/or revenues, put starting and ending dates…

2. Manage your project with a clear view of money usage!
‍Your project is ongoing, it is now critical to keep track of all entering and exiting money. Track budgets: costs, payments, ROI for every project. Make sure the financial aspect of your projects is under control with a clear overview. The transparency allow for better team coordination.

3. Make use of the budget reporting tool!
‍Once the project is launched and you need to show numbers and results, the reporting tool is your best friend. Budget utilization, payment balance, ROI… automatically gather that info in an easy-to-download document and share it with the right stakeholders. Make your work visible!

What is Optimy’s budget management feature?

Do you want to see first-hand how the budget management feature works? Book a demo with one of our experts. You’ll get an overview of the tool, and we’ll take the time to deep-dive into the specific features you need for your Corporate Social Impact projects.

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Optimy is the world’s most configurable solution that helps organizations amplify their positive impact and build meaningful relationships with causes, communities, customers, and employees.

We are committed to helping organizations be a force for good in the world. As a result, the Optimy platform is designed to reduce friction and break down barriers to amplify your positive impact.

1- Collecting

Make applying to your CSR offers easy! Collect all the data you need in one place to make your decision-making process quicker and more efficient.

2- Evaluation

Define your own KPIs for an automatic screening of projects, and use the collaborative platform with evaluators to determine the best projects to invest on.

3- Project Management

Follow your project from A to Z. Define and get reminded of tasks and to-dos. Work with the different stakeholders directly from the platform.

4- Measuring

Access data for your financial investments, the projects ROI, your social impact… Create personalized reporting to better communicate on your work with colleagues and stakeholders.

350+

Happy customers
worldwide

1.5M+

Social Impact projects
managed through Optimy

94%

Retention rate

4.6⭐

Reviews on Capterra