Working Together – The SmartSimple Process Part Two – In the Beginning…

By Anonymous -
Welcome to the second part of our blog series Working Together – The SmartSimple Process. This series will outline every step of the process from deciding on a new way to administer your granting or claims management practices to the launch of your very own SmartSimple system.

Getting in Touch
So you’ve done some research on what software is currently available for your market. Now that you have an idea of what’s available, you want to see the SmartSimple system in action; it’s time to reach out to us a request a demonstration of what our platform can do for you.
A SmartSimple Account Manager will be your guide throughout the process.

Meet Your Account Manager
Most likely, the first person you will meet and speak with is a member of our Account Management Team. These are seasoned professionals with extensive experience in the vertical markets we support, as well as in cloud based solutions. Your Account Manager will work with you during the entire process, and is your dedicated resource from the start of the implementation process to the launch of your system and ongoing day-to-day use.

The Scope Questionnaire
After an initial conversation with your Account Manager to get a feel for what you need in a grants, research, or claims management system, they will ask you to complete our online Scope Questionnaire prior to the initial demonstration, to determine where your organization currently is in terms of how you manage grants, research or claims administration.

The Scope Questionnaire gives us a snapshot of what your current system and/or process looks like; are you using another grants management software solution? Have you cobbled together a few different programs to make things work? Are you still using paper applications and hours of manual data entry to get your work done?

The Scope Questionnaire is divided into several sections, with questions that include the number and types of grants you fund, how your review process currently works, monitoring and payment of awards and the size of your organization and community. This ensures we have all the details we need to make sure the best features and functions are highlighted during your personalized demonstration.

Next Steps
The third article in our series will cover all the information on getting started with SmartSimple, including the creation of your Statement of Work (SOW), meeting your implementation team and the implementation process. Stay tuned!

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