Introduction to Grants Manager Plus - Track the full lifecycle of a grant

1. Microsoft Grants Manager Plus
Solution Overview
James Townsend
jimt@infostrat.com
InfoStrat
December 2018

2. Agenda
• Introduction
• Solution
Architecture

3. Grants Manager Plus Background
• Microsoft identified customer needs
• Microsoft engaged InfoStrat to develop
Stimulus360 in 2009 and Grants Manager in
2010
– Used to track over $200 billion in grants
• Solution based on Dynamics 365
– Grants Manager Plus is free download
– Solution maintained for each version of Dynamics
365 http://www.infostrat.com/grant-management

4. InfoStrat Background
• InfoStrat
(www.infostrat.com)
– Microsoft CRM Gold
Partner
– Developers of Grants
Manager Plus and
Stimulus360
– Grants Management
Solutions since 1998
– Federal, state and local
grant implementations

5. Design Goals
• Common user interface
• Workflow standardization
• Security
• Auditing
• Reporting
• System management
• Analytics
• Multi-platform integration capabilities
• Support for business intelligence
Funding Sources Applications Review Award Reporting Closeout

6. Key Grants Manager Plus
Features
• Full grant lifecycle tracked
• Available on Microsoft Government Cloud
• Notifications and reminders to grantees and applicants
• Review panels and scoring
• Framework to interface with accounting
• Functional, extensible template
• May be customized without development
• Uses Microsoft platform and development tools
• Dynamics 365
• Dynamics AX
• SQL Server
• SharePoint
• More information and demo videos at
http://blogs.infostrat.com/2017/02/microsoft-grants-manager-plus.html

7. Grant Scenarios
• Two Level
• Grantor and Grantee
• Single level budgets
• Three Level
• Grant, Subrecipient,
Grantee
• Multi-level budgets

8. Top-down Financial Planning and
Reporting
• Map funding sources to programs and action plans
• Automatically track fund requests and approvals
• Roll up financial indicators to all intermediate levels
• Validate financials requests according to planning
records created in program setup
• Block payment requests which exceed balance
• Multi-level budgets
– Subrecipient budgets
– Grantee project budgets
• Milestone-based fund release control gates

9. Logical Flow Model
• Business process
model
• Workflow engine
• Email notifications
• Wizard for simple
workflows

10. Grants Manager Plus -- High Level Architecture
Grantee Portal
• Publish to public
• Login
• Apply
• Status reports
• Outside reviewers
Admin Module
• Publish to public
• Login
• Apply
• Status reports
• Outside reviewers
Financials
• General Ledger
• Lookup funding
sources
• Accts Payable
• Payment requests
• Accounts Receivable
Data

11. Grants Portal Online Application
• Powered by Microsoft
Dynamics Portal
• Menu-driven
• May save incomplete
application and resume
later
• Supports file
attachments on Azure
• Also used for review
and reporting