PROFESSIONAL SERVICES

Expert Guidance for a Smooth Grant Management Implementation

We work closely with your stakeholders, including your IT teams — as specific requirements emerge; implementation, onboarding/training, and configuration review.

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The engagement process and what to expect

The flexigrant team brings personal care and attention to every customer engagement.

Collaboration

We work closely with your stakeholders, including your IT teams—as specific requirements emerge, ensuring a well-structured grant management implementation.

Commit

We commit to getting Flexigrant set up the way that works for you, ensuring success based on your criteria and meeting with easy, well-informed, and enthusiastic user adoption.

Confirm

We deliver a pragmatic solution backed by a clear vision, helping to add measurable value and eliminate barriers to the way our customers’ organisations operate and grow.

Implementation

Getting you ready: Success Foundations

From discovery to go-live we guide your team through every step of the implementation process, which typically takes 13 weeks. Your implementation consultant will work in partnership with you to configure flexigrant to meet your needs and support your processes.

Partnering: Prior to ‘go-live’, the process includes discovery, configuration, and user familiarisation training, designed to enable you and your organisation to be confident in using flexigrant.

Empowering: An ongoing dialogue between your teams and ours gives you the chance to ask any questions, explore any of the features you’ve chosen to deploy, and establish the relationship between us that will be your reassurance that we’re there for you.

Trusting: Once you’re up and running, the flexigrant Community allows you to access an extensive library of resources and assets, including the ability to connect with your peers.

Ensuring Success in Grant Management Implementation

Our Customer Success team is dedicated to supporting you at every stage of your grant management implementation journey. From initial setup to long-term optimisation, we provide the knowledge and resources you need to maximise the value of Flexigrant.

DISCOVERY

Pragmatic/light touch agile planning; a shared effort to pin down requisite outcomes

IMPLENTATION PLANNNING

Creation of easy-to-follow plan focussing on full team inclusion and setting groundwork for adoption

IMPLEMENTATION

With plan approved, implementation begins; if data migration required then data integrity reviewed

CONFIGURATION REVIEW & UA TESTING

Iterative adaptation to your needs depending on user feedback

USER ADOPTION

Comprehensive training to empower users

CUSTOMER SUCCESS HANDOVER

Meet the team who will be your main points of contact.

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Onboarding & Training

Our onboarding process includes Flexigrant training to ensure your team is ready to start working with the software from Day One and is delivered by a member of the Flexigrant team.

Download Training Brochure

Configuration review

The Flexigrant Configuration review assesses how you are currently utilising Flexigrant, such as the features you are using and how your grant scheme’s forms and processes have been configured. We evaluate how effectively you are using Flexigrant, and whether there are areas that could be improved.

We also review any pain points you may have identified and assess any staff training requirements. Following the review, we present a summary of our findings and recommendations on possible improvements you can make to Flexigrant, to alleviate and mitigate any issues identified.

Download Configuration Review Brochure

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Integrations & APIs

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