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Microsoft Grants Manager Plus Introduction

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

Published in: Government & Nonprofit
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Microsoft Grants Manager Plus Introduction

  1. 1. Microsoft Grants Manager Plus Solution Overview James Townsend jimt@infostrat.com InfoStrat December 2018
  2. 2. Agenda • Introduction • Solution Architecture
  3. 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. 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. 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. 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. 7. Grant Scenarios • Two Level • Grantor and Grantee • Single level budgets • Three Level • Grant, Subrecipient, Grantee • Multi-level budgets
  8. 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. 9. Logical Flow Model • Business process model • Workflow engine • Email notifications • Wizard for simple workflows
  10. 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. 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

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