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Microsoft Grants Manager Plus
Solution Overview
James Townsend
jimt@infostrat.com
InfoStrat
December 2018
Agenda
• Introduction
• Solution
Architecture
Grants Manager Plus Background
• Microsoft identified customer needs
• Microsoft engaged InfoStrat to develop
Stimulus360 in 2009 and Grants Manager in
2010
– Used to track over $200 billion in grants
• Solution based on Dynamics 365
– Grants Manager Plus is free download
– Solution maintained for each version of Dynamics
365 http://www.infostrat.com/grant-management
InfoStrat Background
• InfoStrat
(www.infostrat.com)
– Microsoft CRM Gold
Partner
– Developers of Grants
Manager Plus and
Stimulus360
– Grants Management
Solutions since 1998
– Federal, state and local
grant implementations
Design Goals
• Common user interface
• Workflow standardization
• Security
• Auditing
• Reporting
• System management
• Analytics
• Multi-platform integration capabilities
• Support for business intelligence
Funding Sources Applications Review Award Reporting Closeout
Key Grants Manager Plus
Features
• Full grant lifecycle tracked
• Available on Microsoft Government Cloud
• Notifications and reminders to grantees and applicants
• Review panels and scoring
• Framework to interface with accounting
• Functional, extensible template
• May be customized without development
• Uses Microsoft platform and development tools
• Dynamics 365
• Dynamics AX
• SQL Server
• SharePoint
• More information and demo videos at
http://blogs.infostrat.com/2017/02/microsoft-grants-manager-plus.html
Grant Scenarios
• Two Level
• Grantor and Grantee
• Single level budgets
• Three Level
• Grant, Subrecipient,
Grantee
• Multi-level budgets
Top-down Financial Planning and
Reporting
• Map funding sources to programs and action plans
• Automatically track fund requests and approvals
• Roll up financial indicators to all intermediate levels
• Validate financials requests according to planning
records created in program setup
• Block payment requests which exceed balance
• Multi-level budgets
– Subrecipient budgets
– Grantee project budgets
• Milestone-based fund release control gates
Logical Flow Model
• Business process
model
• Workflow engine
• Email notifications
• Wizard for simple
workflows
Grants Manager Plus -- High Level Architecture
Grantee Portal
• Publish to public
• Login
• Apply
• Status reports
• Outside reviewers
Admin Module
• Publish to public
• Login
• Apply
• Status reports
• Outside reviewers
Financials
• General Ledger
• Lookup funding
sources
• Accts Payable
• Payment requests
• Accounts Receivable
Data
Grants Portal Online Application
• Powered by Microsoft
Dynamics Portal
• Menu-driven
• May save incomplete
application and resume
later
• Supports file
attachments on Azure
• Also used for review
and reporting

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Microsoft Grants Manager Plus Introduction

  • 1. Microsoft Grants Manager Plus Solution Overview James Townsend jimt@infostrat.com InfoStrat December 2018
  • 3. Grants Manager Plus Background • Microsoft identified customer needs • Microsoft engaged InfoStrat to develop Stimulus360 in 2009 and Grants Manager in 2010 – Used to track over $200 billion in grants • Solution based on Dynamics 365 – Grants Manager Plus is free download – Solution maintained for each version of Dynamics 365 http://www.infostrat.com/grant-management
  • 4. InfoStrat Background • InfoStrat (www.infostrat.com) – Microsoft CRM Gold Partner – Developers of Grants Manager Plus and Stimulus360 – Grants Management Solutions since 1998 – Federal, state and local grant implementations
  • 5. Design Goals • Common user interface • Workflow standardization • Security • Auditing • Reporting • System management • Analytics • Multi-platform integration capabilities • Support for business intelligence Funding Sources Applications Review Award Reporting Closeout
  • 6. Key Grants Manager Plus Features • Full grant lifecycle tracked • Available on Microsoft Government Cloud • Notifications and reminders to grantees and applicants • Review panels and scoring • Framework to interface with accounting • Functional, extensible template • May be customized without development • Uses Microsoft platform and development tools • Dynamics 365 • Dynamics AX • SQL Server • SharePoint • More information and demo videos at http://blogs.infostrat.com/2017/02/microsoft-grants-manager-plus.html
  • 7. Grant Scenarios • Two Level • Grantor and Grantee • Single level budgets • Three Level • Grant, Subrecipient, Grantee • Multi-level budgets
  • 8. Top-down Financial Planning and Reporting • Map funding sources to programs and action plans • Automatically track fund requests and approvals • Roll up financial indicators to all intermediate levels • Validate financials requests according to planning records created in program setup • Block payment requests which exceed balance • Multi-level budgets – Subrecipient budgets – Grantee project budgets • Milestone-based fund release control gates
  • 9. Logical Flow Model • Business process model • Workflow engine • Email notifications • Wizard for simple workflows
  • 10. Grants Manager Plus -- High Level Architecture Grantee Portal • Publish to public • Login • Apply • Status reports • Outside reviewers Admin Module • Publish to public • Login • Apply • Status reports • Outside reviewers Financials • General Ledger • Lookup funding sources • Accts Payable • Payment requests • Accounts Receivable Data
  • 11. Grants Portal Online Application • Powered by Microsoft Dynamics Portal • Menu-driven • May save incomplete application and resume later • Supports file attachments on Azure • Also used for review and reporting