Spring is in full swing! Renewal and fresh starts abound. Good, old-fashioned Spring cleaning doesn’t need to be confined to your home (kudos to you if you’ve done it!). Your grant and impact management system may be able to use a little tidying up as well.
Oh, but where to start? Here are a few ideas for your system Spring clean-up spree:
Clean up the contacts closet
The number of agencies, programs, and volunteers in a grant management system can add up in a big way over time. If you have an agency in your system who started but never finished an application or a volunteer who moved away 5 years ago, it may be time to deactivate or remove them from the system.
Freshen up your funding records
Is your funding allocation data up to date in your system? Entering current and past award data may help you in more ways than one. How? With the right system, you could have a “one-stop-shop” for process information from application to award and the ability to track funding trends over time.
Spruce up your system’s foundational pieces
Remember that application form you made and never used (and probably never will)? How about those report questions that need minor updates? Or perhaps you would like to categorize your application and report questions for more powerful reporting. Take stock of opportunities to update these basic elements then take advantage of your system’s tools to do this in the most efficient manner.
Dust the cobwebs off your data
Data you don’t use is precious information and insight you lose! There is a good chance you have some “aha” moments and decision-driving data living in your system. Pinpoint the information you need for analysis and how you need it formatted, then create and save reports for today and for the future.
Polish up on the possibilities
Are you using your system to its full capacity, building your application and reporting processes in the most efficient way for your partners, and deploying all of the data management and communication tools available to you? If not, you’re not alone! With so much going on, it can be difficult to carve out time to assess system use and opportunities for improvement. If you make space today to introduce efficiencies, there is sure to be time saved tomorrow.
Spring cleaning simplified with e-CImpact
• Agency profiles and dashboards provide at-a-glance information on an agency’s history in your system.
• Investment allocation functionality facilitates grant tracking across multiple processes and years.
• Import and export templates simplify updates to existing application and report questions and adding new ones.
• More than 150 ready-to-use report templates help you get your data out in a few simple clicks.
• Live trainings, on-demand learning, hands-on labs, peer connections, and unlimited, first-rate support provide a diverse range of opportunities to build and optimize your system to meet your needs.
Seabrooks is ready to help you with your system cleaning spree any time of year! Learn how having e-CImpact in your community investment toolbox can help your organization move beyond grant management to facilitate impact by reaching out to the Seabrooks team at firstname.lastname@example.org.