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Universities and Higher Education Institutions

Research grants, scholarships, community programs

Optimy brings all of them into one centralized, auditable platform

Optimy - solution for universities and education institutions
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50%

less time creating reports vs. Excel-based processes

100%

of funded projects tracked with structured outcome data

20x

faster to configure without IT or vendor support

100%

GDPR compliant, ISO certified, AWS infrastructure in Europe

Use cases

Four funding flows. One platform to manage them

Optimy handles every type of grant and funding program a university manages — from incoming research funding to outgoing scholarships.

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Research Grants

Manage inbound research funding from government bodies, EU programs, and private funders with full compliance tracking

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Scholarships and Fellowships

Run structured scholarship programs with online applications, merit scoring, committee review, and payment disbursement

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Corporate Partnerships

Manage grant relationships with corporate partners, including deliverable tracking, reporting, and renewal workflows

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Community Programs

Administer outreach and social impact programs with impact measurement built in from the start

Challenges

What university grant offices deal with every single day

Here are the operational challenges we hear most often

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Grants tracked across departments with no central view

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Scholarship applications managed by email and PDF

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Different funders require different compliance formats

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Reporting on research outcomes is manual and slow

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Evaluation committees spread across faculties and external reviewers

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GDPR compliance across student and applicant data

How it works

For every type of university program

Optimy adapts to your institution's specific workflows, governance structures, and reporting obligations

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Centralized grant portfolio across all faculties

One dashboard showing every active grant. No more chasing faculty offices for updates

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Multi-funder compliance in one place

Configure separate forms, reporting templates, and eligibility rules per funding body

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Structured peer review
for funding decisions

Manage evaluation committees with role-based access, anonymous scoring, and automated aggregation of reviewer assessments

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Deliverable tracking and milestone payments

Link payment schedules to project milestones. Trigger disbursements when deliverables are confirmed. Track progress against grant conditions in real time

Optimy - solution for universities
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Branded student application portal

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.

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Merit and need-based scoring side by side

Define separate scoring dimensions for academic merit, financial need, research alignment, and community contribution. Automatic scoring surfaces the strongest candidates without manual ranking.

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Selection committee coordination

Academic and external committee members review shortlisted candidates through a controlled portal — scoring independently, comparing results anonymously, and reaching consensus faster.

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Award notification and payment scheduling

Notify successful and unsuccessful applicants via branded templates. Set payment schedules linked to academic milestones: enrollment, semester completion, or thesis submission.

Optimy - solution for universities
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Centralized request intake

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

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Centralized request intake

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

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Centralized request intake

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

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Centralized request intake

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

Optimy - solution for universities
Trusted by

Universities and research institutions that trust Optimy

From Swiss federal universities to business schools and research institutes — supporting higher education institutions managing complex, multi-funder grant portfolios

University of Lausanne (UNIL) logo
University of Lausanne (UNIL)
Impact

Multiple grant and scholarship programs centralized with structured committee review and full audit trail.

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EHL Foundation
Impact

Complete scholarship lifecycle in one platform, from application intake to final payment, with 100% applicant reply rate.

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Breakthrough Cancer Research
Impact

Research grant management and sponsorships unified in one platform, with structured funder reporting from day one.

350+
leading global organizations trust us
The Platform

Built for the complexity
of academic grant management

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

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Multi-program Application Portal

Separate portals for research grants, scholarships, and community programs

Optimy project management feature overview

Structured Evaluation and Peer Review

Scoring criteria per program, role-based access for academic and external reviewers, and automated result aggregation

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Milestone-based Disbursements

Link grant payments to project deliverables or academic milestones. Release funds when conditions are met

Optimy impact reports feature overview

Funder-specific Reporting

Separate report templates per funding body from the same dataset

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GDPR and Academic Data Security

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

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Configurable by the Grants Office

Your team changes forms, workflows, and scoring criteria directly — no IT ticket required

FAQ

What university grant offices ask us most often

From handling multiple funding sources to managing sensitive student data

Can Optimy handle both outgoing scholarships and incoming research grants?
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We report to multiple funders with different requirements. How does Optimy handle that?
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How does Optimy support research grant compliance audits?
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How does Optimy handle student data in scholarship programs under GDPR?
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How does implementation work for a university with multiple faculties?
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See how it works for your institution

A 30-min demo tailored to your grant programs, funder mix, and governance structure.

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GDPR compliant and ISO certified
AWS infrastructure in Europe, meeting academic data protection requirements
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Full audit trail on every action
Designed to satisfy government funder, accreditation body, and internal audit requirements
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1,000+ clients globally
Including universities and research institutions across Europe and North America
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Live in 6 to 8 weeks
Onboarding structured for grants office teams, not IT departments
Resources

For research offices and scholarships teams

Practical guides and tools designed for the specific demands of university grant management