Optimy brings all of them into one centralized, auditable platform


less time creating reports vs. Excel-based processes
of funded projects tracked with structured outcome data
faster to configure without IT or vendor support
GDPR compliant, ISO certified, AWS infrastructure in Europe
Optimy handles every type of grant and funding program a university manages — from incoming research funding to outgoing scholarships.
Manage inbound research funding from government bodies, EU programs, and private funders with full compliance tracking
Run structured scholarship programs with online applications, merit scoring, committee review, and payment disbursement
Manage grant relationships with corporate partners, including deliverable tracking, reporting, and renewal workflows
Administer outreach and social impact programs with impact measurement built in from the start
Here are the operational challenges we hear most often
Optimy adapts to your institution's specific workflows, governance structures, and reporting obligations
One dashboard showing every active grant. No more chasing faculty offices for updates
Configure separate forms, reporting templates, and eligibility rules per funding body
Manage evaluation committees with role-based access, anonymous scoring, and automated aggregation of reviewer assessments
Link payment schedules to project milestones. Trigger disbursements when deliverables are confirmed. Track progress against grant conditions in real time

Students apply online with structured forms, required document uploads, and automatic acknowledgment. Applications arrive complete or are flagged for follow-up before entering the review queue.
Define separate scoring dimensions for academic merit, financial need, research alignment, and community contribution. Automatic scoring surfaces the strongest candidates without manual ranking.
Academic and external committee members review shortlisted candidates through a controlled portal — scoring independently, comparing results anonymously, and reaching consensus faster.
Notify successful and unsuccessful applicants via branded templates. Set payment schedules linked to academic milestones: enrollment, semester completion, or thesis submission.

One branded portal replaces the inbox chaos. All requests flow through smart forms.
One branded portal replaces the inbox chaos. All requests flow through smart forms.
One branded portal replaces the inbox chaos. All requests flow through smart forms.
One branded portal replaces the inbox chaos. All requests flow through smart forms.

From Swiss federal universities to business schools and research institutes — supporting higher education institutions managing complex, multi-funder grant portfolios
Multiple grant and scholarship programs centralized with structured committee review and full audit trail.
Complete scholarship lifecycle in one platform, from application intake to final payment, with 100% applicant reply rate.
Research grant management and sponsorships unified in one platform, with structured funder reporting from day one.
































































































































Purpose-built for organizations managing multiple funding types, multiple funders, and multiple stakeholder groups from one institution

Separate portals for research grants, scholarships, and community programs
Scoring criteria per program, role-based access for academic and external reviewers, and automated result aggregation
Link grant payments to project deliverables or academic milestones. Release funds when conditions are met
Separate report templates per funding body from the same dataset

GDPR-native, ISO certified, AWS-hosted in Europe

Your team changes forms, workflows, and scoring criteria directly — no IT ticket required
From handling multiple funding sources to managing sensitive student data
Yes. Each program — research grants, scholarships, fellowships, community initiatives — has its own portal, forms, scoring criteria, evaluation committee, budget, and reporting setup, all managed from one back-end. The grants office gets a consolidated view while each faculty manages its own workflow independently.
Each funder gets its own report template, output format, and data requirements configured in Optimy — pulling from the same underlying dataset. Universities using Optimy report up to 50% reduction in funder reporting time compared to Excel-based approaches.
Every action in Optimy is timestamped and linked to the responsible user — evaluation scores, approval decisions, payment records, grantee communications, and document submissions. The complete record for any specific grant is retrievable in minutes, not days.
Optimy is GDPR-native, ISO certified, and hosted on AWS in Europe. Consent management is built into the application form, data retention rules are configurable per program, and right-to-erasure requests are processed from within the platform — without separate compliance tooling.
Faculties can be onboarded program by program rather than all at once, reducing disruption. Most university clients are live with their first program within 6–8 weeks of contract signing, with additional programs added progressively. All configuration is done by your team directly, without developer support.
A 30-min demo tailored to your grant programs, funder mix, and governance structure.
Practical guides and tools designed for the specific demands of university grant management

Learn how to gain operational efficiency in grant management by removing manual work, reducing rework, and building systems that scale without increasing cost or risk.

Learn how to evaluate the real impact of your grant program by embedding measurability, ROI logic, and decision-ready data into day-to-day operations.
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