Grants Management Solution at Jack Petchey Foundation

Solution

Smartdesc ran the selection project from the initial audit of requirements, through to a consolidated and prioritised list
that covered functionality, technology and compliance. Because of Smartdesc’s in-depth charity IT knowledge and industry experience, the Request for Proposal (RFP) was designed and produced in such a way that it elicited the best quality and value responses from potential suppliers.

Dozens of potential candidates were consulted offline, and the selection process was overseen. This included;

• Vendor pre-submission qualification.
• Multiple rounds of clarifications to ensure proposals were accurate and relevant.
• Shortlisting of preferred vendors based on cost, quality and cultural fit.
• Vendor demonstrations and showcases.
• Contract review and input into the final migration plan for the appointed vendor.

Results

Jack Petchey Foundation were pleased to appoint a partner to migrate them away from the old grants management
system and implement a new one based on the Salesforce platform. This means that, not only can the Grants function be delivered, but other departments such as Events are also now joining the project and moving their business processes onto it too.

The solution overall enables the charity to have an integrated and powerful platform, they can build on over time to run more of their operations in a central system. This removes the need for manual importing/exporting and manipulation of data, giving a single view on operations.

Other benefits of the work include:

• Peace of mind and assurance with a scalable and reliable solution.
• Cost savings through integrated, powerful platform and digital strategy alignment.
• End to end Grants Management Solution from one centralised location.
• User friendly – enabling all stakeholders to collaborate in an effective way.
• Compliant data management.