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
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
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.