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Horizon 2020 SME instrument customer journey for applicants

Pera working with Pathway on Horizon 2020 grant funding

The Customer Journey for applicants for the Horizon 2020 European Commission Funding,
Access grant funding and reduce the risks involved in developing new products
We know that creating new products costs time and money, which most small to medium sized organisations (SMEs) don't have. By accessing funding through public and private sources, you can create new products and processes, without having to pay for the development costs yourself.

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Horizon 2020 SME instrument customer journey for applicants

  1. 1. Pre-qualification POINT completion and assessment Kick-off Meeting Phase One Writing Once you have signed a Mutual Confidentiality Agreement, your Regional Manager will visit you to discuss your idea and to explain what the EU Horizon 2020 programme is about, and what can be achived through engaging with it and Pera Technology.
  2. 2. Results of Phase 1 application are received approximately 2/3 months after EC submission deadline. 1. All Clients who have received an invitation to appoint the LEAR are requested to send it to Pera Technology’s Account Management Team who will contact each Client individually explaining the grant preparation process. 2. The Client then sends a hard copy of the LEAR documents to the EC, while Pera Technology upload all scanned version to their account on the EC portal. 3. Pera Technology take the required information out of the successful proposal; work packages, deliverables and upload Part B (section 1-5 of the proposal as one document) to the EC portal. 4. The EC will then encode the LEAR. Pera Technology will then log in as the LEAR, assign the roles required (project legal signatory (PLSIGN) and financial signatory (FSIGN)). 5. Pera Technology then request that the Client electronically sign the grant declaration of honour and submit to the EC portal. 6. The Client is then to send an email to the EC with their bank account verification form. This is to nominate which bank account they would like the grant to go into and is validated by the EC. 7. Pera Technology will check the Client account every few hours, each day to see if the Grant Agreement has become available. When it appears, Pera Technology will then contact the Client and let them know that the Grant Agreement is ready to sign. 8. Client signs the Grant Agreement and within a few days, the EC also signs the Grant Agreement. The EC then provides the Client with the project start date. The Kick-off meeting at this stage typically follows this process: • Project aims • Project deliverables time line • Project activities • Project schedule • Current project status • Phase 2 writing requirements • High level project risks • Budgets and reporting • Next meeting dates. As well as facilitating the kick-off meeting, Pera Technology would help the Client with the relevant deliverables as detailed in the Phase 1 proposal. Where appropriate these activities could include those shown in the table on the back of this document. Further to these activities, Pera Technology could also create a Phase 1 Business Plan using the following structure: • Section 1 Introduction • Section 2 Market opportunity • Section 3 Business case and value proposition • Section 4 Technology • Section 5 Commercialisation strategy • Section 6 IPR • Section 7 Financial projections At the end of the Phase 1 process you will have a Feasibility Study report that will need to be submitted to the EC along with a Phase 2 application for funding. As before, there will be a kick-off meeting to gather the information needed to write the proposal. Within this proposal will be the following: • Growth Strategy • Mission (purpose), vision, identity, objectives, goals • Past performance and trends of growth • Management experience • Resources required to fuel the growth strategy • Logic Train • Business Plan • Five year detailed forecasts • Market data – volumes, targets, size, segments, penetration • Routes to market – how do you plan to sell your first one, ten, hundred and why will they buy? • Long term view for the business/ plans • State-of-the-Art • Buying Drivers • Business Model Canvas and Value Proposition Canvas • Technical Plan and Work Packages • What are the challenges to prototyping? • What work is required? • Work packages and task details. • Risks and mitigations • Freedom to operate All of this will culminate in a proposal to the EC which is submitted along with your Phase 1 Feasibility report. After 8-12 weeks the EC should send you an email letting you know if you have been successful. At this point you will have a project kick-off meeting with your Project Manager and begin on the work packages previously agreed during the Phase 2 writing stage. Phase One Grant Support Phase One Delivery Phase Two Writing Phase Two Project
  3. 3. Define and Identify Co-define existing landscape Identify the opportunities Explore and Create Develop new concepts Refine ideas Evaluate and Select Test demand and feasibility Execute and Deliver Commercial model construction Competitor Landscaping Technology Mapping Market Market Access Planning Market Landscaping Market Opportunities Technology Partnering and Licensing Technology Landscaping Trend Analysis State-of-the-Art Technology Brokerage White Space Identification Systematic Innovation Life Cycle Analysis Business Modelling Horizon Scanning Idea Generation Patent Modelling Funding Acquisition
  • maturada

    Sep. 11, 2015

Pera working with Pathway on Horizon 2020 grant funding The Customer Journey for applicants for the Horizon 2020 European Commission Funding, Access grant funding and reduce the risks involved in developing new products We know that creating new products costs time and money, which most small to medium sized organisations (SMEs) don't have. By accessing funding through public and private sources, you can create new products and processes, without having to pay for the development costs yourself.

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