Download - Information Age Associates

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Provides sophisticated features to track complex review workflows well beyond any other package reviewed—
for example, to support a quick external review, then a review by a financial staff member, then a panel review,
followed by a board review, all sequentially online.
Foundation staff can see each reviewer’s scoring history, with a summary of their typical deviation from the
average.
501(c)(3) & OFAC Status: Basic
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There is no standard in-system support for checking 501(c)(3) status, but at minimal extra cost the vendor could
add a customization that lets you click on organizations to view their record and tax status in a standard registry
of 501(c)(3) nonprofits, such as GuideStar.
There is no in-system support for comparing organizations and individuals against standard OFAC and other
terrorist watch lists, but one could be added at additional cost.
Letters & Board Dockets: Advanced
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Lets you define a default format for printing grant application summaries, choosing which fields to include as
well as customizing fonts, colors, and logos.
Lets you create letter templates in Microsoft Word that include mail-merged information about grants and
organizations, and lets you customize their fonts, colors, and logos.
All letters and print board review summary sheets are printed via a query process in the reporting module. This
makes it easy print letters or summaries for a series of grants or grant applications in a single step, but unusually
difficult to create them for a single person—the staff member must create a query to find that single person.
Lets you view and customize individual letters before printing them.
E-mails: Advanced
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Lets you send e-mail through the system to a single individual or a group of people who meet particular criteria
through a complex query.
Lets you create e-mail to individuals and groups based on templates that include both standard text and “mail
merge” type inserted data.
Includes sophisticated support for automated e-mails—one or multiple e-mails can be automatically triggered by
any change of status for a grant, application, or task. These e-mails can be completely customized, including
mail-merged data fields, and can be defined at the program, sub-program, or grant cycle level.
Relationship Management: Solid
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Tracks organizations separately from individual grants to allow you to see a history of all grants to an
organization.
Lets you associate multiple contacts with an organization, and define their relationships to you and to a specific
grant.
Stores a record of all system generated e-mail for each grant, but not other communications.
Lets you keep a log of communications, such as phone calls and e-mails, with a particular contact at a grantee
organization.
Software information changes quickly. Confirm information before relying on it.
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62 A Consumers Guide to Grants Management Software ⋅ May 2008