Facilitate the due diligence /
By providing the ability to check applicants against any of your compliance-related lists. Currently OFAC (Office of Foreign Assets Control) check and Candid’s Charity check have been implemented, but the solution is configurable allowing for calls to other APIs.
A simplified application
With request responses on the left panel and the reviewer scoring and comments on the right panel. This can even be embedded in Microsoft Teams so internal reviewers don’t need to log in to the CRM. There
is also an external reviewer portal option, if needed.
time and costs
Since the solution uses the
Microsoft Common Data Model, enabling interoperability with other products and platforms.
Optimized workflow for
There has been a growing emphasis on measuring grant outcomes to quantify impact and to evaluate those outcomes
to empower meaningful program insights. To that effect, the solution enables grant makers to identify standard outcomes that can be integrated into applications and progress reports.