Managing grants at the corporate level requires precision, organisation, and the right tools. Whether you're tracking applications, managing payments, or coordinating with stakeholders, OmniStar - a robust corporate grant management platform - can transform how your organisation handles grant administration. Discover the key features that can make your grant management process smoother, faster, and more efficient.
Key Features for Smarter Corporate Grant Management
Integrated Document Viewing for Grant Management
One of the most critical features in OmniStar is the ability to review multiple documents without constant switching. A document viewer integrated into your grant management workflow should allow you to view documents for key processes like milestones, process variations, application eligibility, and application transfers.
The best corporate grant management platforms let you see everything side-by-side - your grant application form and supporting documents all in one view. For applications with multiple supporting documents, you should be able to select and review each file through a simple dropdown menu without losing your place in the application process. When documents aren't needed, they should hide automatically to give you more workspace.
This streamlined approach to document management saves time and reduces errors when processing grants at scale.
Customisable Dashboard Organisation
Effective corporate grant management means having the right information organised and accessible. A well-designed corporate grant management platform should allow you to organise your home page or dashboard into custom tabs based on the categories that matter most to your workflow.
Instead of scrolling endlessly through all your information, you can create separate views for active grants, pending approvals, compliance deadlines, or any other category relevant to your organisation. The platform should make it easy to add, remove, and customise these tabs without requiring technical expertise. This puts control of your workspace directly in your hands.
Empowered External User Management
Your corporate grant management platform should enable external grant recipients and partner organisations to manage their own organisation details independently. Rather than requiring your administrators to manually update external user information in the system, a modern platform allows external users to maintain accurate profiles through a dedicated portal.
This reduces the administrative burden on your team and improves stakeholder satisfaction by giving external users direct control over their information. Your administrators can then focus on higher-priority grant management tasks instead of data entry.
Advanced Financial Transaction Filtering
Corporate grant management involves careful financial tracking and reporting. Your grant management platform should include powerful tools for organising and filtering accounting transactions by specific criteria. Look for a platform that allows you to define custom transaction batch types based on factors like milestone statuses, portfolios, project statuses, and programmes.
This level of control ensures that only the correct transactions are processed and reported to your financial management system. For example, you should be able to filter transactions to capture only those related to a specific programme or project at a particular stage. This significantly reduces reporting errors and ensures compliance with funding requirements.
Role-Based Access Control
A comprehensive corporate grant management platform should include flexible permission management that aligns with your organisational structure. The system should support different user roles - such as Designers (who create and modify grant processes), Administrators (who oversee the platform), Viewers (who access information for reporting), and Support staff (who assist users).
The platform should allow you to easily assign users to these roles and customise permissions as needed. If you already have existing permission structures in place, the system should work alongside them without disrupting your current setup. This ensures you can manage user access at scale without complexity.
Key Considerations for Your Corporate Grant Management Platform
When evaluating a corporate grant management platform, prioritise features that:
- Allow you to view and manage documents alongside your grant applications
- Let you customise your workspace and information organisation
- Empower external users to manage their own information
- Provide detailed financial transaction controls and filtering
- Offer flexible, role-based permission management
- Integrate with your existing financial management systems
A platform like OmniStar with these capabilities can significantly improve efficiency, reduce administrative burden, and minimise errors in your corporate grant management processes. The right solution adapts to your organisation's unique needs rather than forcing you to change how you work.
Ready to experience the latest in corporate grant management?
Contact us today to learn more about how OmniStar's enhancements can streamline your organisation's grant administration.
