Case study
Client Overview
Healthcare worker with parent and child
Requirements

Streamline

Ensure

Enhance

Enable

Reduce

  • Grant details were spread across sheets, PDFs, and email threads.
  • Staff struggled to merge data, leading to delays in financial reporting.
  • Manual tracking increased the risk of non-compliance with federal grant guidelines.
  • Missed deadlines for compliance reports threatened future funding opportunities.
  • Staff spent majority of their time on repetitive tasks like data entry, follow up emails, and status updates.
  • Limited time was left for important activities like grant writing and impact storytelling.
  • Executives and board members had no single view of active grants, fund allocations, and project outcomes.
  • Decision-making was reactive, not proactive.
  • As the number of grants increased, existing systems couldn’t handle the complexity.
  • The nonprofit risked losing funding opportunities due to inefficiency.
Administrative
workload
Minimization in administrative workload, allowing staff to focus on fundraising and community impact.
Compliance
Accuracy
Improvement in compliance accuracy, reducing risks of losing federal funding.
  • Implemented a cloud-based system that combined all grants, deadlines, budgets, and reports into one secure platform.
  • Developed automated alerts and reminders for reporting deadlines, compliance checks, and donor updates.
  • Reduced compliance related errors by over 40%.
  • Automated tedious administrative tasks, including proposal tracking, grant status updates, and financial reconciliations.
  • Freed up staff time for mission focused initiatives.
  • Designed interactive dashboards that provided real-time visibility into fund utilization, grant performance, and impact metrics.
  • Leadership could instantly generate reports for donors and auditors.
  • Integrated the system with their existing financial software to ensure smooth reconciliation of grant expenditures.
  • Provided detailed training sessions to staff for quick adoption.
  • Ensured the system was user friendly and spontaneous, reducing resistance to change.
Quotation mark