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:
- Request Management: Streamline the flow of incoming requests thanks to customisable online forms and ensure a systematic and personalised response to each.
- Project Management: Manage and collaborate on all projects from a single intuitive dashboard.
- Assessment: Automatically score incoming requests and projects based on your specific KPIs.
- Audit: Allow a central team to easily follow all ongoing activities at group level.
– 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.
- ENGIE Foundation
- Fondation Caritas
- Fondation L'Or̩al
- Fondation Raja
- Infectious Diseases Institute
- Novo Nordisk Haemophilia Foundation
- The Danish Institute for Human Rights