SmartSimple Volunteer Management
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Transcript of SmartSimple Volunteer Management
![Page 1: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/1.jpg)
GMS360º Volunteer Management
![Page 2: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/2.jpg)
One platform supports all configurations
Company and Platform Background
• Company Background– Founded at University of Toronto in 2002– Offices in Toronto, New York and Dublin– 50 staff across three locations
SmartSimple Platform addresses the following needs:• Engage diverse and dispersed communities
– cloud solution using role-based access– the system is easily shared with all stakeholders on a global basis
• Manage organization specific business processes– solution is under the control of the client and supports instant
process changes to reflect evolving needs
• Track organization-specific information– A flexible approach to data gathering, processing and reporting
provides for an authentic and complete solution
• Provide high transparency around engagement– All information is tracked; all changes are reportable and reporting
supported by rich reporting and charting functionality
Rotary International (Global)RBC Bank (CAN) Ontario Trillium Foundation (CAN)American Express Corp (Global)Shire Canada (CAN)GSK - ViiV (CAN and EU)Chrysler (US)Kohl’s (US)United Way (Multiple in CAN)Houston Endowment (US)Spencer Foundation (US)Toronto Blue Jays (CAN)Pohlad Family Foundation (US)JDRF- Juvenile Diabetes (US)Science Foundation of Ireland (IRL)Irish Research Council (EU)Hirsch & Associates (US)Environmental Protection Agency (IRL)Genome Canada (CAN)Irish Marine Institute (EU)Ontario Ministry of AgricultureOntario Ministry of EducationOntario Centers of ExcellenceOntario Institute for Cancer ResearchChildren’s Hospital of Eastern Ontario
![Page 3: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/3.jpg)
Key Concept: Build the Community
Workflow Processes
Extendable Database
VMS360°Volunteer*
GMS360°Board*
GMS360°Match Gifts*
GMS360° Grants*
GMS360°Donations*
GMS360°Budgets*
GMS360°Panel*
Model, View Controller Architecture
CommunityPartners
VolunteerCommunity
ReviewersEmployee
CommunityDonor
CommunityBoard
MembersStaff
Sm
artS
imp
le
* Universal Tracking Applications™
Peo
ple
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Key Concept: Role-Based Portal Access
IntegratedPhilanthropic
DatabaseVolunteer
Reviewers
Board Program Staff
Finance Staff
Community Partners
![Page 5: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/5.jpg)
Key Concept: Relationship Management is Key
Structure and content of profile under client controlNo additional cost
Transactional data
Unlimited contacts and associates
Rich Field Set
Volunteer and granting history
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Volunteer Tracking
![Page 7: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/7.jpg)
Matching Gift Tracking
![Page 8: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/8.jpg)
Support programs
– Technical Support• Support channels- phone, email, Community Portal• Live support from 5 am to 9 pm EST (M to F)• Phone support available in English, Spanish and French • After-hours critical system support
– Upgrades• All upgrades
and support includedin the monthly fees
– Account management– Project management
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Interface: Applicant/Grantee Portal
• Simple off-the-shelf icon based interface• Configuration Complexity: 1 (out of 10)
Role based Icons
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Interface: Staff Portal
• Staff Portal for Research Grants Management• Configuration Complexity: 2 (out of 10)• Uses Arcadia
Menus to System
Functions
Live News Panel
Application List
![Page 11: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/11.jpg)
Interface: Applicant Portal
• Simple three step application process defined within interface• Configuration Complexity: 3 (out of 10 - custom HTML)
#3Granting Programs
#1 Organizatio
nProfile
#2ContactProfile
Current Applications
Post Grant Survey
![Page 12: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/12.jpg)
Interface: Resident Portal
• To show flexibility – Resident Portal from Condominium Management Vertical• Configuration Complexity: 4 (out of 10 - custom HTML and some Scripting)
Read Time Reports
Custom Menu
News Feed
Activities
![Page 13: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/13.jpg)
Interface: Individual Applicant
• Objective – locked down application process• Configuration Complexity: 5 (out of 10 - custom HTML and scripting)
Granting Programs listed in
Left Navigation
Applicant must review all tabs before starting
application
Profile and
Language control
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Interface – Chapter Chair
• Engage Chapter Chair with News, Grant Applications and Marketing Messages
• Configuration Complexity: 6 (out of 10 – HTML, custom reports)
Display National,
Regional and Local Results
Applications to be reviewed
and approved
Budget and Disbursements
Add News Stories!
Profile and
Language control
Metrics
Dynamic Message Panel
![Page 15: SmartSimple Volunteer Management](https://reader033.fdocuments.us/reader033/viewer/2022061305/549c12e5ac7959b02a8b4632/html5/thumbnails/15.jpg)
Interface: Associate Portal
• Configuration Complexity: 7 (out of 10)
Display National,
Regional and Local Results
Applications
Tabbed Menu
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Interface: Community Portal
• Configuration Complexity: 7 (out of 10 - custom DHTML, Custom Scripting)
Searching Features
ProfileAccess
News and Video Feeds
Links to other
services
Top Level Menu