Community impact, Financial Performance, and Grant Reporting Accessible
WIN BACK TIME IN THE FIELD
Our suite of features makes grants management simple, centralized, and accessible. Enjoy a singular solution that allows you to quickly run reports, collect data, understand turnout, and have a continuity of access across staff changes and transitions.
Our Funder Portal can be hosted by you or GrantVantage on Microsoft Azure. Easily configure and post funding priorities and RFPs. Receive and review proposals regardless of size and complexity.
Our Post-Awards grants management system provides grant administrative processes from award through archive.
No matter your size – whether you’re serving communities around the world or at your own back door, we make grant giving easy.
AWARD CREATION FEATURES INCLUDE:
Flexible Templates & Applications
Easy Assessment Creation & Management
Language Localization & Translation
Centralized Applicant Communication
Application & Reviewer Tracking
Individual Applicant Profile
POST-AWARD FEATURES INCLUDE:
Grantee Invoice & Document Storage
Project Performance Reports
Award Reports & Dashboards
GRANT BURN RATES
Track grant balance and percentage of spend with our financial overview reports and analytics.
BUILT BY GRANT MANAGERS FOR GRANT MANAGERS
We’ve included all the features we know you need for successful and stress-free grants management:
- Interactive Grant Dashboards
- Grant Objective Management
- Performance Measure Reporting
- Grant Activity Management
- Partner Management
- Budget Management
- Standardized Reporting
- Integration with Microsoft Outlook
- Close-out and Archiving of Grants
- 100% Cloud-based Solutions
- Correspondence Repository
- Workflow Engine
- Document Management
- Program & Fund Management
CONFIGURE YOUR GRANTVANTAGE SOLUTION
GrantVantage is a dynamic and adaptable platform that can be designed to best suit your organizations’ needs. Below are supplementary features and add-ons that will enhance your grants management process:
MULTI FUNDER PROJECTS
For Programs & Projects with Multiple Funding Sources
- Track multiple sources of funding for a single project or program. Add supplements, carryovers, reverts, and partner contributions.
- Allocate funds to specific categories, such as Administrative Funds, Program Funds, and Objectives.
- Organize expenses across appropriate funding sources, funders, and objectives to view comprehensive and detailed reports.
Track SubRecipient Expenditures and Performance
- View flexible grant and project management across a variety of hierarchical structures, including sub recipients, contracts, program offices, divisions, or departments.
- Manage grant funds, project budgets, objectives, performance measures, activities and data.
- Access a top-down view of all activities, KPI’s, and financials, while sharing data across organizational units.
For Simple Financial Integration Across Platforms
- Import expenses from excel or other financial systems directly into GrantVantage.
- Easily map transaction data to the GrantVantage system for posting to the appropriate budget and budget category.
- Grantees and Subrecipients can push summary updates of existing transactions into GrantVantage.
INVOICES, DRAWDOWNS, & REIMBURSEMENTS
For Comprehensive Financial Scheduling & Payment
- Manage all incoming and outgoing payments based on actual project performance.
- Seamlessly manage invoices, scheduled drawdowns, disbursements, and reimbursements.
- Generate detailed transaction summaries and other financial reports.
RECIPIENT RISK ASSESSMENTS
For Analyzing Risk & Identifying Areas to Monitor
- Assess grantee or sub-recipient risk and identify weaknesses to be monitored
- Create online or on-site assessments to track recipient compliance
- Note improvements and setbacks with customizable Correct Action Plans
For International and Multi-Funder Projects
- Manage multiple project currencies across the same grant program or grant project.
- Track currencies and sources of funding by country place of performance.
- Keep accurate records for reporting and funder billing.
For Powerful Insights into Performance and Financial Data
- Aggregate portfolio reports with advanced dashboards to display financial and programmatic data.
- Analyze financial data and program spending by revenue source, understand project burn rates, and global project engagement.
- Compile financial overview reports including: Cash Match, GIK, CFDA, SEFA with portfolio views of spending by GL code or budget category.
GrantVantage integrates with many existing and widely-used financial management systems, so you don’t have to change how you’re currently managing any of your back-office processes or systems. Our integration team will ensure a smooth flow of data in and out of your GrantVantage system.
Empower Managers &
Optimize Operations &
Processes, and Impact
A SEAMLESS TRANSITION
To integrate every client’s unique processes and procedures, we offer the following personalized New Client Configuration Process:
When transitioning to a grants management system, users want to know their unique processes and procedures can be accommodated. To ensure a smooth transition, the GrantVantage team will document and map your requirements through a few short meetings with your grant, program, and financial staff. To support the mapping process, we will also review grant and program documentation, discuss data collection, reporting and compliance requirements with you. The results from the mapping process will inform the configuration of your new grants management system.
GrantVantage provides a variety of primary and subrecipient user support services. We offer online training, user webinars, a customize comprehensive Learning Management System with videos and downloadable content to guide your new users, and an integrated 24-7 Helpdesk with ticketing, videos, articles, FAQ, and live technical support. Access support from your user dashboard in GrantVantage.
BUILT ON MICROSOFT CLOUD TECHNOLOGY
As the cornerstone of cloud computing Microsoft provides the highest security from the ground up, backed by industry experts, and proactive compliance trusted by enterprises, governments, non-profits, and startups globally. Leveraging Microsoft Azure, GrantVantage provides hyperscale databases to deliver our application to meet an organization’s workload before it is realized. With more the $1 billion in research and development, 3,500 security experts monitoring to safeguard your data, and over 90 compliance offerings, Azure is the cloud to trust.
BUILT ON A WORLD-CLASS PLATFORM
Accelerate your organizations growth and efficiency with connected business applications. Built on Microsoft Dynamics 365, GrantVantage natively integrates with Microsoft Office 365 environments to provide seamless functionality with Outlook, Teams, and Active Directory. This industry leading CRM platform provide the tools to scale, monitor, and report effectively and easily on every aspect of grants management. Leveraging Microsoft Dynamics 365 GrantVantage can provide a cloud managed grants management system with the highest security standards in the world.