Optimy

Published22nd February 2017

The customer-oriented sponsorship & grant management software trusted by more than 180 organisations worldwide with a retention rate over 98%. The Optimy Solution helps CSR, donation and grants professionals to improve their performance across the entire lifecycle of a project by covering one or more of the following processes:

‰Û¢ Request Management: Streamline the flow of incoming requests thanks to customisable online forms and ensure a systematic and personalised response to each.

‰Û¢ Project Management: Manage and collaborate on all projects from a single intuitive dashboard.

‰Û¢ Assessment: Automatically score incoming requests and projects based on your specific KPIs.

‰Û¢ Audit: Allow a central team to easily follow all ongoing activities at group level.

Features

– Tailor-made forms: Create standard forms to collect information from the external submitters and/or from your team members.

– A single dashboard: Manage multiple activities from one single dashboard customised to your specific needs.

– Project follow-up: Boost collaboration and share information: assign tasks, read and share comments, log budget info and much more.

– Assessment: Based on your criteria, Optimy automatically calculates a score for each project and compare their weighted averages and performance over time.

– Simple data extraction and reporting: Export all or part of your data in .xls or .csv format that you can save to generate a model you can reuse over time.

– Business intelligence: Build tailor-made and real-time graphs and collect them all in a dedicated report page.

Existing Users

  • ENGIE Foundation
  • AXA
  • Fondation Caritas
  • Fondation L'Or̩al
  • Fondation Raja
  • Infectious Diseases Institute
  • INMA
  • Johnson&Johnson
  • Novo Nordisk Haemophilia Foundation
  • The Danish Institute for Human Rights

Sign-up to the principles

We need your help to put principles into practice