Solutions

ESG Portfolio Manager

The core platform

  • Provides aggregated view of how each grant across your portfolio is performing
  • Removes the need for spreadsheets and manual data collection
  • Captures and coordinates all core grant data
  • Makes data collection across your grants, projects, and community's very easy
  • Provide capture of key project data, location, and a variety of other metrics
  • Captures and selected social value data
  • Processes Social Value contribution by grant, project, asset, location, and a variety of other metrics
  • Provides aggregated views of how each of your partnerships are performing
  • Provides real time insights of your portfolio
  • Provides aggregated dashboard views of how each of your partnerships are performing
  • Provides governance and compliance across life cycle workflows and impact progress
  • Strategy Planner
  • Business and investment Financial forecasts
  • Breakdown of business and financial plans per sectors and services by quarterly targets and margin forecast
  • CRM / Contact manager to capture, store and manage all donors, programmes, grant applicants and wiser stakeholder information in one centralized database

Grant Assessment Manager

Add -On Module to Core Platform

  • Streamlines the Grant assessment processes
  • Customisable assessment evaluation tool evaluates grants more efficiently
  • Produces a consistent assessment score.
  • Speeds up the grant award cycle
  • Grantee awards can be properly assessed in real time as they proceed through the application milestones.
  • Automation makes assessment and evaluation faster and more effective
  • Ability to monitor the desired impact across the entire end-to-end lifecycle processes, enabling more consistent reporting to stakeholders

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Monitoring & Evaluation Impact Manager

Add-On Module to Core Platform

  • Allows all users to directly log impactful activities as they happen
  • Provides real time insights of how your social investments are achieving their community's investment objectives
  • Provides governance and compliance across life cycle workflows and social value progress
  • Easy creation of individual indicator plans with targets, outcomes, activities and programme goals.
  • Set-up of insights of what outcomes are being delivered to your beneficiaries
  • Real time view of each impact has on each beneficiary against target
  • Insights and feedback streamed to your teams on impact on each of their projects
  • Identifies poor performing initiatives for improvement interventions as
  • Helps you to deliver aid to areas of maximum social impact roles and responsibilities dashboard provides all actions and activities assigned to each team member
  • Provides aggregated and project impact productivity insights every member of your team's time and cost
  • Provides full range of relevant impact reports to aid further funding
  • Built in flexibility to adapt to your organisation's workflows

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Risk Manager

Add -On Module to Core Platform

  • Risk management Plan captures and records all risks identifiable risks.
  • Ability to allocate of responsibility for resolving or mitigating risks
  • Progress on managing risks can be monitored by the project manager
  • Reduces the degree of uncertainty by identifying the risks, quantifying them and assigning a lead person to coordinate the mitigation plan.
  • Risk plan automatically costed and shows any time delays.
  • Selected elements of the automatically developed report can be shared with wider stakeholders
  • Sharing information can be via dashboard access.
  • Provides clear allocation of risk at formation.
  • Delivers full cost PREDICTABILITY.
  • Every user sees their actions and activities on their smart phones.
  • Post-delivery analytics to help assess if risks properly costed with built in lessons learnt to mitigate risks in the future.

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