March 18-21, 2013New Orleans

#conv13

Managing grants for public sector organizations Todd BergesonSenior Product Marketing ManagerMicrosoft

CSAX28

US federal spending

Contracts Grants Direct payment Insurance0

200

400

600

800

1000

1200

FY 2012

FY 2012 FY 2013

2012

2013

Trying to improve the process…

Tribal wisdom Government approach

versus

Office of the Inspector General

Training Communications

Award process PerformanceDevelopmen

t Monitoring Grant

applications

Grant program

Improving the grant management process

A proposal for better management of federal grants

Proposed uniform guidance

Ensuring better review

Holding agencies accountable

Simplifying the reporting

Focusing more audit resources

Harmonizing and streamlining

Providing guidance

Cost principles, audit, and administrative requirements for federal awards (Docked OMB-2013-0001)

What we are hearing from you…

Oversight, transparency, accountability

Excessive time spent

Needed by every government agency

So what is grants management anyway?

Grantor Grantee

Microsoft’s Grants Manager: overviewHelps government agencies and educational institutions to manage, track, and report on grant processes from initial solicitation through approval and awards

Transparency and accountability

Grants life-cycle management

Constituents management

Grants Manager delivers

Integrate fully with the cloud-based public and grantees’ websiteCommunicate in real time with applicants and granteesExtend the grantees’ website to show all appropriate data including RSS feedsPublish news and articles from within the management module

Customer and constituent management

Automate grants management processes to reduce errors and delaysManage applications, grantor’s reviewers, proposals and awards Simplify and streamline interdependent processes through wizards Assign and track responsibilities with powerful workflow automation

End-to-end grants management

Capture actions and events through workflow historyHelp ensure data security and privacy with a granular security model Generate custom and ad-hoc reports based on multiple viewsExpand communication and information with grantees

Transparency and accountability

Demo

Doug BellTechnical Specialists US Public Sector

Grants Manager acceleratorCase management function on the grantor side

Grants Manager utilizes the power of Windows Azure and Microsoft Dynamics platforms to deliver an enterprise level, extensible grants management accelerator

Grantor• Programs and grant

applications• Review process• Workflows and audits• Funds/payments• Interaction with public

website • Agency-specific

tailored processes

Grantee• Public-facing website• On-line application submittal• Interaction with grantor

Online (SaaS) On-premise

Software + services

Near real-time communications

Grants Manager

Microsoft Dynamics AX

Microsoft Dynamics CRM

Web Portal

Active Directory

Microsoft Dynamics AX:

Budget is established for the Grant to provide funding.

Microsoft Dynamics CRM:

Budget entries transferred…

Publish news

articles

Login

Subscribe to RSS feed

Grantee portal

The Grantee has access to interact with the grantor on their own terms in real time

Grantee portal

From the portal the Grantee can select a program to apply for…

Microsoft CRM

The Grants administrator interacts with the system to review/approve grant applications, create grant milestones and payment dates, and run grant management reports

“My work“ group of functions

CRM main menu

Grantee entities are organizations, businesses, and individuals that have either applied for or received federal grants from the grantor agency

Contacts - information on individuals associated with grant applicants and

grantee organizations.

Microsoft Dynamics AX:

Grant Applicants are automatically synchronized.

Application review process—Reviewer reviews summary, based on scoring templates, possibly using process workflow

Wizards may be used to create new scoring templates

Award Wizard helping create a new award (the wizard is customizable as well)

Go Wizards & Audits…

After an application has been approved, we may want to set up performance report for project milestones and a payment schedule tied to performance reports…

Set up report schedule here

Two reports have been drafted, and stored here…

Payments recorded so far…

Application-related payments

Let’s create a new payment/disbursement

Microsoft Dynamics AX:

Disbursement of funds is completed.

Microsoft Dynamics CRM: impact assessment

Grants Manager benefits

Fully integrated and extensible platform

Cloud-based portal

Wizard-driven framework

Instant access to information

For more informationGo to:www.microsoft.com/grantsmanager

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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Appendix

Grants Manager: process viewCase management integration

Browser Access control

Case management and workflow

Payment Record management

Reporting

Grantee portal

Grantee completes electronic form

Grantee authenticates

Grant request created

Declaring key documents as records, archiving

Case reviewand workflow

Grantee notification, approval/refusal

Operational grants reporting

Grant payment release according

to milestones

Federation Services

Microsoft Dynamics CRM Grantee portal

Grants Manager flowMicrosoft Dynamics AX

Funding authorization

Budget reservation

Funding source ProgramInterface A

Funding opportunity

Funding source

Funding source

Funding sourceDraft

applicationSubmitted application

Reviewers

Review criteriaEvaluation

Follow-upFollow-up

Award AwardAward

Payment request: drawdown or advance

Progress report,financial report

Payment review/approv

al

AP invoice

AP disbursement

Payment status

Payment status

Vendor information

Grantee information

Interface B

Interface C

Interface D